Southern Company (SO) is a electric utilities company in the Utilities sector. Listed on the NASDAQ, Southern Company is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $94.02.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $94.02 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 13.23% |
| Risk / Std Dev (Annualized) | 18.67% |
| Sharpe Ratio (rf=4.5%) | 0.47 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Electric Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 13.23% with an annualized volatility of 18.67%. The Sharpe ratio of 0.47 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 105.99B |
| Enterprise Value | 183.8B |
| Trailing P/E | 24.05 |
| Forward P/E | 19.12 |
| Price to Book | 2.86 |
| Price to Sales | 3.51 |
| EV/Revenue | 6.09 |
| EV/EBITDA | 13.15 |
| Profitability | | | Profit Margin | 14.46% | | Operating Margin | 25.82% | | ROE | 10.99% | | ROA | 3.24% |
| Growth | | | Revenue Growth | 8.0% | | Earnings Growth | -0.8% |
| Dividend | | | Dividend Yield | 323.0% | | Payout Ratio | 75.7% | | 5Y Avg Yield | 364.0% |
| Financial Health | | | Total Revenue | 30.18B | | Total Debt | 76.0B | | Total Cash | 0.98B | | Free Cash Flow | -3.95B | | Operating Cash Flow | 9.78B |
| Price & Technical | | | 52W High | $100.84$ | | 52W Low | $83.8$ | | 50-Day Avg | $94.12$ | | 200-Day Avg | $92.49$ | | Beta | 0.34 | | Shares Outstanding | 1.13B | | Float Shares | 1.12B | | Insider Holdings | 0.1% | | Institutional Holdings | 72.59% | | Short Ratio | 5.23 | | Short % of Float | 2.64% |
| Analyst Targets | | | Target High | $114.0$ | | Target Low | $81.0$ | | Target Mean | $101.34$ | | Target Median | $101.0$ | | # of Analysts | 19 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.