Southern Company Series Stock Buy Hold or Sell Recommendation
| SOJE Stock | USD 21.47 0.13 0.61% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Southern Company Series is 'Cautious Hold'. Macroaxis provides Southern Company buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SOJE positions.
Check out Southern Company Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Southern Stock refer to our How to Trade Southern Stock guide. Note, we conduct extensive research on individual companies such as Southern and provide practical buy, sell, or hold advice based on investors' constraints. Southern Company Series. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation.
Southern |
Execute Southern Company Buy or Sell Advice
The Southern recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Southern Company Series. Macroaxis does not own or have any residual interests in Southern Company Series or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Southern Company's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Southern Company Trading Alerts and Improvement Suggestions
| On 14th of October 2024 Southern Company paid $ 0.2625 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Top Stock Reports for Home Depot, Southern Company Infosys - Yahoo Finance |
Southern Company Returns Distribution Density
The distribution of Southern Company's historical returns is an attempt to chart the uncertainty of Southern Company's future price movements. The chart of the probability distribution of Southern Company daily returns describes the distribution of returns around its average expected value. We use Southern Company Series price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Southern Company returns is essential to provide solid investment advice for Southern Company.
| Mean Return | 0.1 | Value At Risk | -1.29 | Potential Upside | 0.98 | Standard Deviation | 0.66 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Southern Company historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Southern Company Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (76M) | (186M) | (603M) | (127M) | (605M) | (574.8M) | |
| Change In Cash | 459M | (910M) | 761M | 208M | (1.1B) | (1.1B) | |
| Free Cash Flow | (1.8B) | (745M) | (1.1B) | (1.6B) | (1.5B) | (1.5B) | |
| Other Non Cash Items | (3.9B) | (136M) | 494M | (2.2B) | (1.7B) | (1.6B) | |
| Dividends Paid | 2.6B | 2.7B | 2.8B | 2.9B | 3.0B | 1.7B | |
| Capital Expenditures | 7.6B | 7.4B | 7.2B | 7.9B | 9.1B | 4.9B | |
| Net Income | 4.7B | 3.1B | 2.3B | 3.4B | 3.8B | 2.1B | |
| End Period Cash Flow | 2.0B | 1.1B | 1.8B | 2.0B | 921M | 920.4M | |
| Depreciation | 3.3B | 3.9B | 4.0B | 4.1B | 5.0B | 5.2B |
Southern Company Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Southern Company or Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Southern Company's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Southern stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.28 | |
σ | Overall volatility | 0.67 | |
Ir | Information ratio | -0.03 |
Southern Company Volatility Alert
Southern Company Series exhibits relatively low volatility with skewness of -0.77 and kurtosis of 1.43. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Southern Company's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Southern Company's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Southern Company Fundamentals Vs Peers
Comparing Southern Company's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Southern Company's direct or indirect competition across all of the common fundamentals between Southern Company and the related equities. This way, we can detect undervalued stocks with similar characteristics as Southern Company or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Southern Company's fundamental indicators could also be used in its relative valuation, which is a method of valuing Southern Company by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Southern Company to competition |
| Fundamentals | Southern Company | Peer Average |
| Return On Equity | 0.12 | -0.31 |
| Revenue | 25.25 B | 9.43 B |
| EBITDA | 11.51 B | 3.9 B |
| Net Income | 3.85 B | 570.98 M |
| Total Debt | 63.49 B | 5.32 B |
| Cash Flow From Operations | 7.55 B | 971.22 M |
| Number Of Employees | 23 | 18.84 K |
| Market Capitalization | 65.72 B | 19.03 B |
| Total Asset | 139.33 B | 29.47 B |
| Retained Earnings | 12.48 B | 9.33 B |
| Net Asset | 139.33 B |
Note: Disposition of 490 shares by Spainhour Sterling A Jr. of SOJE subject to Rule 16b-3 [view details]
Southern Company Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Southern . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Southern Company Buy or Sell Advice
When is the right time to buy or sell Southern Company Series? Buying financial instruments such as Southern Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Southern Company in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Health Care ETFs Thematic Idea Now
Health Care ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Health Care ETFs theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Health Care ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Southern Company Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Southern Stock refer to our How to Trade Southern Stock guide.You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Is Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Southern Company. If investors know Southern will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Southern Company listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Return On Equity 0.1204 |
The market value of Southern Company is measured differently than its book value, which is the value of Southern that is recorded on the company's balance sheet. Investors also form their own opinion of Southern Company's value that differs from its market value or its book value, called intrinsic value, which is Southern Company's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Southern Company's market value can be influenced by many factors that don't directly affect Southern Company's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Southern Company's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern Company is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Southern Company's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.