Southern Company Stock Today

SO Stock  USD 71.05  1.78  2.57%   

Performance

3 of 100

 
Low
 
High
Insignificant

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Southern is selling at 71.05 as of the 28th of March 2024; that is 2.57 percent up since the beginning of the trading day. The stock's open price was 69.27. Southern has about a 36 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Southern Company are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of February 2023 and ending today, the 28th of March 2024. Click here to learn more.
Business Domain
Utilities
IPO Date
31st of December 1981
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. The company has 1.09 B outstanding shares of which 14.63 M shares are at this time sold short in the market by investors with about 2.79 days to cover all shorted shares. More on Southern Company

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Southern Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Southern's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Southern or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary, Southern's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Southern's managers, analysts, and investors.
Environment Score
Governance Score
Social Score
CEOMark Lantrip
Thematic IdeaUtilities (View all Themes)
Old NameSomfy SA
Business ConcentrationElectric Utilities, Utilities - Regulated Electric, Utilities, NYSE Composite, Stock Exchange Of, SP 500 Index, Dow Jones Utility, SP 100 Index, SP 100, Dow Jones Composite, NYSE US 100, PHLX Utility, Utilities, Electric Utilities, Utilities—Regulated Electric, Utilities (View all Sectors)
Excise Tax ActivitiesCoalNuclear
Average Analyst Recommendation
Analysts covering Southern report their recommendations after researching Southern's financial statements, talking to executives and customers, or listening in on Southern's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Southern. The Southern consensus assessment is calculated by taking the average forecast from all of the analysts covering Southern.
Financial Strength
Based on the analysis of Southern's profitability, liquidity, and operating efficiency, Southern Company may be sliding down financialy. It has an above-average probability of going through some form of financial hardship next quarter. Financial strength of Southern is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
Current ValueLast YearChange From Last Year 10 Year Trend
Return On Assets0.03590.0285
Significantly Up
Pretty Stable
Asset Turnover0.310.1812
Way Up
Slightly volatile
Gross Profit Margin0.530.4636
Fairly Up
Pretty Stable
Net Debt65.9 B62.7 B
Sufficiently Up
Slightly volatile
Total Current Liabilities8.3 B13.5 B
Way Down
Slightly volatile
Non Current Liabilities Total95.2 B90.6 B
Sufficiently Up
Slightly volatile
Total Assets72 B139.3 B
Way Down
Slightly volatile
Total Current Assets6.4 B10.4 B
Way Down
Slightly volatile
Total Cash From Operating Activities4.7 B7.6 B
Way Down
Slightly volatile
Southern's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Southern's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
Southern's bond ratings measure its overall creditworthiness, which in many ways corresponds to the cost of borrowing for an issuer. These ratings assign a letter grade to all of Southern's outstanding corporate bonds that indicate their credit quality. We use reports published by private self-sufficient rating services such as Standard & Poor's or Fitch Ratings Inc. to evaluate a bond issuer's financial strength or its ability to pay a bond's principal and interest.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Southern's financial leverage. It provides some insight into what part of Southern's total assets is financed by creditors.
By using current balance sheet information, investors can analyze the liability, assets, and equity on Southern's books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how Southern deploys its capital and how much of that capital is borrowed.
Liquidity
Southern cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. 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.

Other Cashflows From Financing Activities

(354.35 Million)
Southern Company (SO) is traded on New York Stock Exchange in USA. It is located in 30 Ivan Allen Jr. Boulevard, NW, Atlanta, GA, United States, 30308 and employs 27,819 people. Southern is listed under Electric Utilities category by Fama And French industry classification. The company currently falls under 'Large-Cap' category with a market capitalization of 77.52 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Southern's market, we take the total number of its shares issued and multiply it by Southern's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Southern is active under Electric Utilities sector as part of Utilities industry. The entity has 1.09 B outstanding shares of which 14.63 M shares are at this time sold short in the market by investors with about 2.79 days to cover all shorted shares. Southern Company reports about 1.92 B in cash with 7.55 B of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.62.
Check Southern Probability Of Bankruptcy
Ownership Allocation
Southern maintains a total of 1.09 Billion outstanding shares. Over half of Southern's outstanding shares are owned by institutional holders. These institutional holders are typically referred to as corporate investors that take positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulations than regular investors in Southern. Please watch out for any change in the institutional holdings of Southern as this could mean something significant has changed or is about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Check Southern Ownership Details

Southern Stock Price Odds Analysis

Contingent on a normal probability distribution, the odds of Southern jumping above the current price in 90 days from now is about 5.1%. The Southern Company probability density function shows the probability of Southern stock to fall within a particular range of prices over 90 days. Allowing for the 90-day total investment horizon Southern has a beta of 0.5641. This usually implies as returns on the market go up, Southern average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Southern Company will be expected to be much smaller as well. Additionally, southern Company has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 71.05HorizonTargetOdds Above 71.05
94.76%90 days
 71.05 
5.10%
Based on a normal probability distribution, the odds of Southern to move above the current price in 90 days from now is about 5.1 (This Southern Company probability density function shows the probability of Southern Stock to fall within a particular range of prices over 90 days) .

Southern Stock Institutional Holders

Institutional Holdings refers to the ownership stake in Southern that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Southern's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Southern's value.
InstituionRecorded OnShares
Goldman Sachs Group Inc2023-12-31
10.7 M
Legal & General Group Plc2023-12-31
10.7 M
Morgan Stanley - Brokerage Accounts2023-12-31
10.6 M
Norges Bank2023-12-31
M
Ameriprise Financial Inc2023-12-31
7.9 M
Bank Of New York Mellon Corp2023-12-31
7.6 M
Bank Of America Corp2023-12-31
7.4 M
California Public Employees Retrmnt Sys2023-12-31
6.6 M
Federated Hermes Inc2023-12-31
6.2 M
Vanguard Group Inc2023-12-31
99.6 M
Blackrock Inc2023-12-31
77.7 M
View Southern Diagnostics

Southern Historical Income Statement

Southern Company Income Statement is one of the three primary financial statements used for reporting Southern's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Southern revenue and expense. Southern Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Southern's Net Income is very stable compared to the past year. As of the 28th of March 2024, Depreciation And Amortization is likely to grow to about 5.2 B, while Total Revenue is likely to drop about 15.6 B. View More Fundamentals

Southern Stock Against Markets

Picking the right benchmark for Southern stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Southern stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Southern is critical whether you are bullish or bearish towards Southern Company at a given time. Please also check how Southern's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Southern without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Southern Corporate Directors

Southern corporate directors refer to members of a Southern board of directors. The board of directors generally takes responsibility for the Southern's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Southern's board members must vote for the resolution. The Southern board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
William SmithPresiding Independent DirectorProfile
Donald JamesIndependent DirectorProfile
Larry ThompsonIndependent DirectorProfile
Anthony EarleyIndependent DirectorProfile

How to buy Southern Stock?

Before investing in Southern, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Southern. To buy Southern stock, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Southern. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Southern stock. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Southern Company stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Southern Company stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Southern Company, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Southern Stock please use our How to Invest in Southern guide.

Already Invested in Southern Company?

The danger of trading Southern Company is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Southern is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Southern. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Southern is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Southern offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Southern's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Southern Company Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Southern Company Stock:
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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

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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.
Quarterly Earnings Growth
(0.04)
Dividend Share
2.78
Earnings Share
3.62
Revenue Per Share
23.125
Quarterly Revenue Growth
(0.14)
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.