NYSE: SO - The Southern Company

Yield per half year: +9.41%
Sector: Utilities

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1. Summary

Advantages

  • Positive review Dividends (4.19%) are higher than the sector average (3.49%).
  • Positive review The stock's return over the last year (9.32%) is higher than the sector average (-99.11%).
  • Positive review The company's current efficiency (ROE=12.86%) is higher than the sector average (ROE=8.02%)

Disadvantages

  • Negative review Price (78.14 $) is higher than fair price (33.96 $)
  • Negative review Current debt level 45.57% has increased over 5 years from 40.06%.

2. Share price and performance

2.1. Share price

2.2. News

2.3. Market efficiency

The Southern Company Utilities Index
7 days 0.1% -99.1% -2.2%
90 days 13.7% -99.2% -15.3%
1 year 9.3% -99.1% -0.9%

Positive review SO vs Sector: The Southern Company has outperformed the "Utilities" sector by 108.43% over the past year.

Positive review SO vs Market: The Southern Company has outperformed the market by 10.26% over the past year.

Positive review 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 0.1792% over the past year.

3. Summary of the report

3.1. General

P/E: 19.18
P/S: 3.02

3.2. Revenue

EPS 3.62
ROE 12.86%
ROA 2.9%
ROIC 4.76%
Ebitda margin 45.57%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Negative review Above fair price: The current price (78.14 $) is higher than the fair price (33.96 $).

Negative review Price is higher than fair: The current price (78.14 $) is 56.5% higher than the fair price.

4.2. P/E

Positive review P/E vs Sector: The company's P/E (19.18) is lower than that of the sector as a whole (27.98).

Positive review P/E vs Market: The company's P/E (19.18) is lower than that of the market as a whole (65.43).

4.2.1 P/E Similar companies

4.3. P/BV

Positive review P/BV vs Sector: The company's P/BV (2.16) is lower than that of the sector as a whole (2.5).

Positive review P/BV vs Market: The company's P/BV (2.16) is lower than that of the market as a whole (21.92).

4.3.1 P/BV Similar companies

4.4. P/S

Positive review P/S vs Sector: The company's P/S indicator (3.02) is lower than that of the sector as a whole (3.94).

Positive review P/S vs Market: The company's P/S indicator (3.02) is lower than that of the market as a whole (22.13).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

Positive review EV/Ebitda vs Sector: The company's EV/Ebitda (12.08) is lower than that of the sector as a whole (19.34).

Negative review EV/Ebitda vs Market: The company's EV/Ebitda (12.08) is higher than that of the market as a whole (12.08).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Ebitda

Negative review Yield Trend: Negative and has fallen by -3.24% over the last 5 years.

Positive review Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-3.24%).

Negative review Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (21.78%).

5.4. ROE

Positive review ROE vs Sector: The company's ROE (12.86%) is higher than that of the sector as a whole (8.02%).

Positive review ROE vs Market: The company's ROE (12.86%) is higher than that of the market as a whole (-14.53%).

5.5. ROA

Negative review ROA vs Sector: The company's ROA (2.9%) is lower than that of the sector as a whole (3.54%).

Negative review ROA vs Market: The company's ROA (2.9%) is lower than that of the market as a whole (6.79%).

5.6. ROIC

Negative review ROIC vs Sector: The company's ROIC (4.76%) is lower than that of the sector as a whole (7.13%).

Negative review ROIC vs Market: The company's ROIC (4.76%) is lower than that of the market as a whole (8.49%).

6. Finance

6.1. Assets and debt

Positive review Debt level: (45.57%) is quite low in relation to assets.

Negative review Increasing debt: over 5 years, the debt has increased from 40.06% to 45.57%.

Negative review Excess of debt: The debt is not covered by net income, percentage 1595.23%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Positive review High yield: The dividend yield of the company 4.19% is higher than the average for the sector '3.49%.

7.2. Stability and increase in payments

Positive review Dividend stability: The company's dividend yield 4.19% has been steadily paid over the past 7 years, DSI=0.93.

Positive review Dividend growth: Company's dividend yield 4.19% has been growing over the last 5 years. Growth over 23 years.

7.3. Payout percentage

Positive review Dividend Coverage: Current payments from income (76.33%) are at a comfortable level.

8. Insider trades

8.1. Insider trading

Negative review Insider Selling More insider purchases by 100% over the last 3 months.

8.2. Latest transactions

Transaction date Insider Type Price Volume Quantity
02.05.2024 Greene Kimberly S,
Chairman, President & CEO, GPC
Sale 75.01 815 659 10874
01.05.2024 Greene Kimberly S,
Chairman, President & CEO, GPC
Sale 75.04 684 815 9126
13.02.2024 Peoples James Jeffrey
Chairman, President & CEO, APC
Purchase 67.7 55 514 820
13.02.2024 Drake Sloane N
EVP, CHRO
Purchase 67.7 46 578 688
13.02.2024 Connally Stan W
Executive Vice President, SCS
Purchase 67.7 158 012 2334

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9. Stocks forum The Southern Company