Southern Company Stock Performance
SO Stock | USD 75.33 0.81 1.09% |
Southern has a performance score of 12 on a scale of 0 to 100. The entity has a beta of 0.64, which indicates possible diversification benefits within a given portfolio. 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 1.1%. Please validate Southern sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to decide if Southern will be following its existing price patterns.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Southern Company are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady basic indicators, Southern may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more
Southern dividend paid on 6th of March 2024 | 03/06/2024 |
Begin Period Cash Flow | 2 B |
Southern |
Southern Relative Risk vs. Return Landscape
If you would invest 6,793 in Southern Company on February 2, 2024 and sell it today you would earn a total of 763.00 from holding Southern Company or generate 11.23% return on investment over 90 days. Southern Company is generating 0.175% of daily returns and assumes 1.0952% volatility on return distribution over the 90 days horizon. Put differently, 9% of stocks are less risky than Southern on the basis of their historical return distribution, and some 97% of all equities are expected to be superior in generating returns on investments over the next 90 days. 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 Company, 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 = 0.1598
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | SO | |||
Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Southern is performing at about 12% 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.
Return On Equity | 0.11 | ||||
Return On Asset | 0.0293 | ||||
Profit Margin | 0.16 % | ||||
Operating Margin | 0.22 % | ||||
Current Valuation | 148.02 B | ||||
Shares Outstanding | 1.09 B | ||||
Price To Earning | 20.67 X | ||||
Price To Book | 2.38 X | ||||
Price To Sales | 2.97 X | ||||
Revenue | 25.25 B | ||||
EBITDA | 11.51 B | ||||
Cash And Equivalents | 1.92 B | ||||
Cash Per Share | 1.62 X | ||||
Total Debt | 63.49 B | ||||
Debt To Equity | 1.70 % | ||||
Book Value Per Share | 28.82 X | ||||
Cash Flow From Operations | 7.55 B | ||||
Earnings Per Share | 3.62 X | ||||
Total Asset | 139.33 B | ||||
Retained Earnings | 12.48 B | ||||
Current Asset | 2.93 B | ||||
Current Liabilities | 4.99 B | ||||
About Southern Performance
To evaluate Southern Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Southern generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Southern Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Southern market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Southern's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia. Southern operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 27027 people.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.The company reports 63.49 B of total liabilities with total debt to equity ratio (D/E) of 1.7, which is normal for its line of buisiness. Southern has a current ratio of 0.83, implying that it has not enough working capital to pay out debt commitments in time. Debt can assist Southern until it has trouble settling it off, either with new capital or with free cash flow. So, Southern's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Southern sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Southern to invest in growth at high rates of return. When we think about Southern's use of debt, we should always consider it together with cash and equity. | |
About 67.0% of Southern shares are owned by institutional investors | |
On 6th of March 2024 Southern paid $ 0.7 per share dividend to its current shareholders |
- 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Southern Company. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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.
USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
Money Managers Screen money managers from public funds and ETFs managed around the world | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |
Is Southern's industry 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. 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 listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Southern 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's value that differs from its market value or its book value, called intrinsic value, which is Southern'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's market value can be influenced by many factors that don't directly affect Southern'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's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Southern'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.