Company Analysis The Southern Company
1. Summary
Advantages
- Dividends (3.23%) are higher than the sector average (3.13%).
Disadvantages
- Price (90.36 $) is higher than fair price (48.96 $)
- The stock's return over the last year (4.47%) is lower than the sector average (16.08%).
- Current debt level 45.65% has increased over 5 years from 41.02%.
- The company's current efficiency (ROE=13.61%) is lower than the sector average (ROE=13.78%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| The Southern Company | Utilities | Index | |
|---|---|---|---|
| 7 days | 2.4% | -0.4% | -0.6% |
| 90 days | 2.9% | 7.6% | 5.7% |
| 1 year | 4.5% | 16.1% | 9% |
SO vs Sector: The Southern Company has significantly underperformed the "Utilities" sector by -11.61% over the past year.
SO vs Market: The Southern Company has underperformed the market marginally by -4.5% over the past year.
Stable price: SO is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: SO with weekly volatility of 0.086% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (90.36 $) is higher than the fair price (48.96 $).
Price is higher than fair: The current price (90.36 $) is 45.8% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (20.63) is lower than that of the sector as a whole (26.74).
P/E vs Market: The company's P/E (20.63) is lower than that of the market as a whole (61.83).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.48) is higher than that of the sector as a whole (2.43).
P/BV vs Market: The company's P/BV (2.48) is lower than that of the market as a whole (20.82).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.4) is higher than that of the sector as a whole (2.7).
P/S vs Market: The company's P/S indicator (3.4) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.82) is higher than that of the sector as a whole (11.21).
EV/Ebitda vs Market: The company's EV/Ebitda (11.82) is lower than that of the market as a whole (27.04).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 8.12% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (8.12%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-3.71%).
5.4. ROE
ROE vs Sector: The company's ROE (13.61%) is lower than that of the sector as a whole (13.78%).
ROE vs Market: The company's ROE (13.61%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (3.09%) is lower than that of the sector as a whole (3.47%).
ROA vs Market: The company's ROA (3.09%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (4.76%) is lower than that of the sector as a whole (6.26%).
ROIC vs Market: The company's ROIC (4.76%) is lower than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.23% is higher than the average for the sector '3.13%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.23% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 3.23% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (67.12%) are at a comfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 24.05.2025 | WOMACK CHRISTOPHER C Chairman, President & CEO |
Purchase | 89.64 | 659 302 | 7 355 |
| 31.03.2025 | Connally Stan W Officer |
Purchase | 92.24 | 1 153 000 | 12 500 |
| 11.02.2025 | Peoples James Jeffrey Chairman, President & CEO, APC |
Sale | 86 | 1 250 440 | 14 540 |
| 11.02.2025 | WOMACK CHRISTOPHER C CEO, President and Chairman |
Purchase | 85.51 | 1 171 400 | 13 699 |
| 04.02.2025 | Cummiskey Christopher EVP & CCO |
Sale | 83.32 | 69 739 | 837 |
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