Southern Co Stock Performance
| SOJD Stock | USD 20.33 0.01 0.05% |
Southern has a performance score of 5 on a scale of 0 to 100. The entity has a beta of 0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Southern's returns are expected to increase less than the market. However, during the bear market, the loss of holding Southern is expected to be smaller as well. Southern right now has a risk of 0.59%. Please validate Southern skewness, and the relationship between the potential upside and rate of daily change , to decide if Southern will be following its existing price patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Southern Co are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound forward-looking indicators, Southern is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.05) | Five Day Return 0.25 | Year To Date Return (4.51) | Ten Year Return (19.58) | All Time Return (19.58) |
1 | Southern Co Upsizes 1.45B Convertible Notes Offering - TipRanks | 05/21/2025 |
2 | Disposition of 5000 shares by Christopher Cummiskey of Southern at 68.3 subject to Rule 16b-3 | 05/30/2025 |
3 | Raymond James Rates Southern Company as Outperform with 98 Target SO Stock News - GuruFocus | 06/12/2025 |
4 | Norfolk Southern Corporation Liberation Day May Be The Bottom, Says Jim Cramer - Yahoo | 06/16/2025 |
5 | Acquisition by Colette Honorable of 772 shares of Southern subject to Rule 16b-3 | 06/24/2025 |
6 | Southern Co. Outpaces Stock Market Gains What You Should Know - MSN | 06/30/2025 |
7 | Acquisition by Janaki Akella of 460 shares of Southern subject to Rule 16b-3 | 07/01/2025 |
8 | Southern Companys Georgia Power Freezes Base Rates Through 2028 - The Globe and Mail | 07/03/2025 |
9 | JPMorgan Adjusts Price Target on Southern Company to 97 From 94, Maintains Neutral Rating - MarketScreener | 07/15/2025 |
10 | Disposition of 13158 shares by Kimberly Greene of Southern at 95.0 subject to Rule 16b-3 | 07/21/2025 |
11 | Southern Company Is One of the Largest Utilities Companies by Market Cap. But Is It a Buy - AOL.com | 07/28/2025 |
| Southern dividend paid on 30th of July 2025 | 07/30/2025 |
| Begin Period Cash Flow | 921 M | |
| Total Cashflows From Investing Activities | -9.4 B | |
| Free Cash Flow | 833 M |
Southern Relative Risk vs. Return Landscape
If you would invest 1,980 in Southern Co on May 1, 2025 and sell it today you would earn a total of 53.00 from holding Southern Co or generate 2.68% return on investment over 90 days. Southern Co is currently generating 0.0443% in daily expected returns and assumes 0.5887% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of stocks are less volatile than Southern, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Southern Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Southern's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Southern Co, and traders can use it to determine the average amount a Southern's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0753
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOJD |
Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Southern is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Southern by adding it to a well-diversified portfolio.
Southern Fundamentals Growth
Southern Stock prices reflect investors' perceptions of the future prospects and financial health of Southern, and Southern fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Southern Stock performance.
| Revenue | 26.72 B | ||||
| EBITDA | 13.2 B | ||||
| Net Income | 4.26 B | ||||
| Total Debt | 66.28 B | ||||
| Cash Flow From Operations | 9.79 B | ||||
| Total Asset | 145.18 B | ||||
| Retained Earnings | 13.75 B | ||||
About Southern Performance
By analyzing Southern's fundamental ratios, stakeholders can gain valuable insights into Southern's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Southern has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Southern has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 91.89 | 59.79 | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.05 | 0.08 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.13 | 0.13 |
Things to note about Southern performance evaluation
Checking the ongoing alerts about Southern for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Southern help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Southern has a strong financial position based on the latest SEC filings | |
| On 30th of July 2025 Southern paid $ 0.3094 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Southern Company Is One of the Largest Utilities Companies by Market Cap. But Is It a Buy - AOL.com |
- Analyzing Southern's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Southern's stock is overvalued or undervalued compared to its peers.
- Examining Southern's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Southern's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Southern's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Southern's stock. These opinions can provide insight into Southern's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Southern Stock analysis
When running Southern's price analysis, check to measure Southern's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Southern is operating at the current time. Most of Southern's value examination focuses on studying past and present price action to predict the probability of Southern's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Southern's price. Additionally, you may evaluate how the addition of Southern to your portfolios can decrease your overall portfolio volatility.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |