SO:NYE-The Southern Company (USD)

COMMON STOCK | Utilities—Regulated Electric | NYE

Last Closing Price

USD 68.99

Change

0.00 (0.00)%

Market Cap

USD 72.35B

Volume

5.39M

Average Target Price

USD 64.58 (-6.39%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates in four segments: Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also constructs, acquires, owns, and manages power generation assets, including renewable energy facilities and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. It owns and/or operates 33 hydroelectric generating stations, 26 fossil fuel generating stations, 3 nuclear generating stations, 13 combined cycle/cogeneration stations, 40 solar facilities, 9 wind facilities, and 1 biomass facility; and constructs, operates, and maintains 75,200 miles of natural gas pipelines and 14 storage facilities with total capacity of 158 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 9 million electric and gas utility customers. It also provides products and services in the areas of distributed generation infrastructure, energy efficiency, and utility infrastructure. In addition, the company offers digital wireless communications services with various communication options, including push to talk, cellular service, text messaging, wireless Internet access, and wireless data. The Southern Company was founded in 1945 and is headquartered in Atlanta, Georgia.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-02-22 )

Largest Industry Peers for Utilities—Regulated Electric

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
NEE NextEra Energy, Inc

N/A

USD135.73B 35.77 18.35
DUK Duke Energy Corporation

N/A

USD74.67B 20.25 12.94
DUK-PA Duke Energy Corporation

N/A

USD69.15B 5.54 8.39
AEP American Electric Power Compan..

N/A

USD50.24B 26.21 15.71
WEC WEC Energy Group, Inc

N/A

USD32.33B 28.63 18.38
ES Eversource Energy

N/A

USD31.67B 34.15 17.50
ED Consolidated Edison, Inc

N/A

USD29.98B 22.10 12.13
EIX Edison International

N/A

USD27.82B 42.70 13.44
PPL PPL Corporation

N/A

USD27.35B 15.03 11.21
DTE DTE Energy Company

N/A

USD25.94B 21.40 16.48

ETFs Containing SO

Symbol Name Weight Mer Price(Change) Market Cap
PXLV Invesco S&P 500 Value.. 3.04 % 0.39 %

N/A

USD0.06B
PVF1:XETRA VanEck Vectors UCITS ETFs.. 0.00 % 0.00 %

N/A

N/A
RDIV Invesco S&P Ultra Dividen.. 0.00 % 0.39 %

N/A

USD1.74B

Market Performance

  Market Performance vs.
Industry/Classification (Utilities—Regulated Electric)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.30% 71% C- 86% B
Dividend Return 0.97% 92% A- 60% D-
Total Return 9.28% 71% C- 87% B+
Trailing 12 Months  
Capital Gain 36.97% 97% A+ 91% A-
Dividend Return 4.92% 93% A 81% B-
Total Return 41.89% 97% A+ 92% A-
Trailing 5 Years  
Capital Gain 49.52% 52% F 78% C+
Dividend Return 25.16% 93% A 81% B-
Total Return 74.69% 48% F 82% B-
Average Annual (5 Year Horizon)  
Capital Gain 7.94% 34% F 68% D+
Dividend Return 4.88% 94% A 80% B-
Total Return 12.82% 34% F 75% C
Risk Return Profile  
Volatility (Standard Deviation) 16.20% 40% F 52% F
Risk Adjusted Return 79.12% 46% F 75% C
Market Capitalization 72.35B 95% A 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Utilities—Regulated Electric)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 15.33 68% D+ 57% F
Price/Book Ratio 2.64 23% F 34% F
Price / Cash Flow Ratio 12.52 28% F 37% F
EV/EBITDA 13.99 41% F 34% F
Management Effectiveness  
Return on Equity 15.41% 79% C+ 78% C+
Return on Invested Capital 5.41% 28% F 43% F
Return on Assets 2.97% 69% D+ 55% F
Debt to Equity Ratio 151.22% 17% F 21% F
Technical Ratios  
Short Ratio 4.59 31% F 27% F
Short Percent 1.82% 88% B+ 79% C+
Beta 0.25 58% F 85% B
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector