SO RSI Chart
Last 7 days
4.7%
Last 30 days
10.1%
Last 90 days
15.0%
Trailing 12 Months
3.2%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 25.4B | 0 | 0 | 0 |
2023 | 29.1B | 27.7B | 26.3B | 25.3B |
2022 | 23.9B | 25.9B | 28.0B | 29.3B |
2021 | 21.3B | 21.8B | 22.5B | 23.1B |
2020 | 21.0B | 20.5B | 20.2B | 20.4B |
2019 | 22.5B | 22.0B | 21.8B | 21.4B |
2018 | 23.6B | 23.8B | 23.8B | 23.5B |
2017 | 21.7B | 22.6B | 22.6B | 23.0B |
2016 | 17.3B | 17.4B | 18.3B | 19.9B |
2015 | 18.3B | 17.9B | 17.7B | 17.5B |
2014 | 17.8B | 18.1B | 18.4B | 18.5B |
2013 | 16.8B | 16.9B | 16.9B | 17.1B |
2012 | 17.2B | 16.9B | 16.5B | 16.5B |
2011 | 17.3B | 17.6B | 17.7B | 17.7B |
2010 | 16.2B | 16.6B | 17.2B | 17.5B |
2009 | 17.1B | 16.8B | 16.0B | 15.7B |
2008 | 0 | 15.9B | 16.5B | 17.1B |
2007 | 0 | 0 | 0 | 15.4B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
May 02, 2024 | greene kimberly s, | sold | -815,659 | 75.01 | -10,874 | chairman, president & ceo, gpc |
May 01, 2024 | greene kimberly s, | sold | -684,815 | 75.04 | -9,126 | chairman, president & ceo, gpc |
Mar 11, 2024 | kuczynski stephen e | sold | -344,600 | 68.92 | -5,000 | ceo, southern nuclear |
Feb 16, 2024 | thomas lizanne | acquired | 46,501 | 66.43 | 700 | - |
Feb 16, 2024 | cummiskey christopher | sold | -59,523 | 65.99 | -902 | evp & cccs officer |
Feb 15, 2024 | cummiskey christopher | sold | -872,332 | 67.18 | -12,985 | evp & cccs officer |
Feb 13, 2024 | drake sloane n | acquired | - | - | 688 | evp, chro |
Feb 13, 2024 | poroch david p. | acquired | - | - | 464 | comptroller |
Feb 13, 2024 | drake sloane n | sold (taxes) | -20,995 | 67.51 | -311 | evp, chro |
Feb 13, 2024 | kuczynski stephen e | sold (taxes) | -106,328 | 67.51 | -1,575 | ceo, southern nuclear |
Which funds bought or sold SO recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 06, 2024 | Stokes Family Office, LLC | added | 0.12 | 26,998 | 1,135,590 | 0.14% |
May 06, 2024 | Ruedi Wealth Management, Inc. | unchanged | - | 2,153 | 95,366 | 0.04% |
May 06, 2024 | Mystic Asset Management, Inc. | added | 5.95 | 108,691 | 1,402,970 | 0.58% |
May 06, 2024 | Valmark Advisers, Inc. | added | 0.44 | 21,908 | 814,895 | 0.01% |
May 06, 2024 | Cohen Capital Management, Inc. | unchanged | - | 30,780 | 1,363,060 | 0.24% |
May 06, 2024 | Van Hulzen Asset Management, LLC | reduced | -4.13 | -10,000 | 492,000 | 0.03% |
May 06, 2024 | Cornerstone Management, Inc. | added | 0.01 | 20,015 | 881,712 | 0.20% |
May 06, 2024 | Aveo Capital Partners, LLC | reduced | -4.31 | 8,118 | 240,799 | 0.03% |
May 06, 2024 | SG Americas Securities, LLC | reduced | -18.79 | -2,206,000 | 10,837,000 | 0.05% |
May 06, 2024 | Metis Global Partners, LLC | added | 1.53 | 172,754 | 4,625,790 | 0.17% |
Unveiling Southern Co-The's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Southern Co-The)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AEP | 47.4B | 19.3B | 16.81 | 2.45 | ||||
AWK | 25.7B | 4.3B | 26.78 | 5.96 | ||||
AEE | 19.8B | 7.3B | 17.18 | 2.73 | ||||
ATO | 18.2B | 3.9B | 19.62 | 4.6 | ||||
NRG | 15.3B | 28.5B | 9.3 | 0.54 | ||||
AGR | 14.2B | 8.3B | 15.96 | 1.72 | ||||
AES | 13.4B | 12.5B | -2.1K | 1.07 | ||||
CPK | 2.5B | 670.6M | 28.27 | 3.68 | ||||
MID-CAP | ||||||||
PNW | 8.7B | 4.7B | 16.1 | 1.85 | ||||
ALE | 3.6B | 1.9B | 14.7 | 1.93 | ||||
AVA | 3.0B | 1.9B | 15.71 | 1.57 | ||||
SMALL-CAP | ||||||||
CWCO | 427.3M | 180.2M | 14.37 | 2.37 | ||||
CDZI | 158.3M | 2.0M | -5.03 | 78.74 | ||||
VIA | 35.3M | 415.8M | 1.49 | 0.08 | ||||
CREG | 8.2M | - | -10.98 | 12.3 |
Southern Co-The News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 9.9% | 6,646 | 6,045 | 6,980 | 5,748 | 6,480 | 7,047 | 8,378 | 7,206 | 6,648 | 5,767 | 6,238 | 5,198 | 5,910 | 5,117 | 5,620 | 4,620 | 5,018 | 4,914 | 5,995 | 5,098 | 5,412 |
Costs and Expenses | -29.9% | 4,943 | 7,052 | 4,870 | 30.00 | 5,262 | 6,909 | 6,185 | 5,551 | 5,264 | 6,098 | 4,515 | 4,490 | 4,312 | 4,388 | 3,785 | 3,562 | 3,755 | 4,224 | 3,982 | 3,756 | 1,721 |
EBITDA Margin | 3.6% | 0.47* | 0.46* | 0.38* | 0.36* | 0.35* | 0.34* | 0.35* | 0.35* | 0.34* | 0.36* | 0.41* | 0.42* | 0.44* | 0.45* | 0.44* | 0.44* | 0.44* | 0.54* | 0.52* | - | - |
Interest Expenses | 45.7% | 714 | 490 | 651 | 391 | 652 | 333 | 589 | 321 | 515 | 301 | 533 | 365 | 519 | 337 | 494 | 362 | 490 | 333 | 474 | 382 | 462 |
Income Taxes | 5475.0% | 223 | 4.00 | 297 | 98.00 | 97.00 | -96.00 | 414 | 304 | 173 | -283 | 372 | -12.00 | 190 | -50.00 | 293 | 5.00 | 145 | -74.00 | 367 | 145 | 1,360 |
Earnings Before Taxes | 61.9% | 1,294 | 800 | 1,729 | 921 | 896 | -234 | 1,901 | 1,393 | 1,164 | -566 | 1,482 | 364 | 1,297 | 308 | 1,576 | 626 | 986 | 335 | 1,712 | 1,076 | 3,419 |
EBT Margin | 8.4% | 0.19* | 0.17* | 0.13* | 0.13* | 0.14* | 0.14* | 0.14* | 0.13* | 0.10* | 0.11* | 0.15* | 0.16* | 0.18* | 0.17* | 0.17* | 0.18* | 0.20* | 0.31* | 0.29* | - | - |
Net Income | -30.2% | 1,071 | 1,535 | 1,432 | 85.00 | 58.00 | 577 | 1,487 | 608 | 42.00 | 261 | 1,101 | 36.00 | 351 | 823 | 1,251 | 298 | 280 | 409 | 1,345 | 37.00 | 27.00 |
Net Income Margin | 31.7% | 0.16* | 0.12* | 0.08* | 0.08* | 0.09* | 0.09* | 0.09* | 0.08* | 0.06* | 0.08* | 0.10* | 0.11* | 0.13* | 0.13* | 0.11* | 0.11* | 0.10* | 0.08* | 0.08* | - | - |
Free Cashflow | 36.3% | -459 | -721 | 177 | 8.00 | -1,006 | -1,136 | -851 | 193 | 173 | -1,276 | 339 | -44.00 | -436 | -681 | 210 | 311 | -666 | -1,238 | 435 | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 0.6% | 140,120 | 139,331 | 138,321 | 137,116 | 134,756 | 134,891 | 134,005 | 130,769 | 128,639 | 127,534 | 127,861 | 125,907 | 125,393 | 122,935 | 123,158 | 119,731 | 118,852 | 118,700 | 117,591 | 114,867 | 114,096 |
Current Assets | 1.1% | 10,543 | 10,432 | 11,088 | 10,979 | 9,555 | 10,416 | 10,363 | 9,781 | 9,297 | 8,965 | 9,674 | 9,551 | 9,469 | 8,617 | 10,574 | 9,069 | 9,430 | 9,817 | 9,917 | 8,352 | 8,709 |
Cash Equivalents | 11.2% | 832 | 748 | 1,676 | 2,123 | 1,053 | 1,917 | 2,013 | 1,735 | 1,673 | 1,829 | 2,101 | 1,617 | 1,801 | 1,068 | 3,383 | 1,885 | 2,168 | 1,978 | 2,935 | 1,386 | 1,364 |
Net PPE | 0.6% | 100,470 | 99,844 | 98,254 | 96,767 | 95,630 | 94,570 | 93,529 | 92,822 | 91,790 | 91,108 | 90,859 | 89,623 | 89,037 | 87,634 | 86,397 | 85,029 | 83,965 | 83,080 | 81,713 | 81,174 | 81,637 |
Goodwill | 0% | 5,161 | 5,161 | 5,161 | 5,161 | 5,161 | 5,161 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,280 | 5,282 | 5,284 |
Liabilities | 0.4% | 104,506 | 104,106 | 103,017 | 102,468 | 100,194 | 100,359 | 98,287 | 97,514 | 95,719 | 94,967 | 94,351 | 92,870 | 92,034 | 90,410 | 90,367 | 87,479 | 86,645 | 86,650 | 85,509 | 83,445 | 83,118 |
Current Liabilities | -14.9% | 11,458 | 13,467 | 13,214 | 13,240 | 13,893 | 15,724 | 12,801 | 11,487 | 10,434 | 10,921 | 11,259 | 11,660 | 11,586 | 12,079 | 11,750 | 9,334 | 9,553 | 12,546 | 10,534 | 10,999 | 9,919 |
Short Term Borrowings | 5.7% | 2,445 | 2,314 | 1,726 | 1,647 | 2,554 | 2,609 | 1,398 | 2,510 | 2,330 | 1,440 | 707 | 1,402 | 1,092 | 609 | 171 | 1,185 | 1,710 | 2,055 | 542 | 1,398 | 1,251 |
Long Term Debt | 3.8% | 59,361 | 57,210 | 56,003 | 55,134 | 52,060 | 50,656 | 50,427 | 51,204 | 50,633 | 50,120 | 48,843 | 47,828 | 46,727 | 45,073 | 45,581 | 45,138 | 44,235 | 41,798 | 42,098 | 39,682 | 40,457 |
Shareholder's Equity | 13.3% | 35,614 | 31,444 | 35,304 | 34,648 | 34,562 | 30,408 | 35,476 | 33,013 | 32,629 | 32,276 | 33,219 | 32,746 | 33,068 | 32,234 | 32,500 | 31,961 | 31,916 | 31,759 | 31,791 | 31,131 | 30,687 |
Retained Earnings | -100.0% | - | 12,482 | - | - | - | 11,538 | - | - | - | 10,929 | - | - | - | 11,311 | - | - | - | 10,877 | - | - | - |
Additional Paid-In Capital | -100.0% | - | 13,775 | - | - | - | 13,673 | - | - | - | 11,950 | - | - | - | 11,834 | - | - | - | 11,734 | - | - | - |
Accumulated Depreciation | 1.6% | 38,347 | 37,725 | 37,199 | 36,500 | 35,990 | 35,297 | 34,922 | 35,203 | 34,645 | 34,079 | 33,723 | 33,240 | 32,887 | 32,397 | 32,099 | 31,477 | 31,180 | 30,765 | 30,469 | 30,693 | 30,834 |
Shares Outstanding | 0.1% | 1,093 | 1,092 | 1,092 | 1,092 | 1,091 | 1,075 | 1,082 | 1,064 | 1,063 | 1,061 | 1,060 | 1,060 | 1,060 | 1,058 | 1,058 | 1,058 | 1,057 | 1,046 | 1,043 | - | - |
Minority Interest | -100.0% | - | 3,781 | - | - | - | 4,124 | - | - | - | 4,402 | - | - | - | 4,262 | - | - | - | 4,254 | - | - | - |
Float | - | - | - | - | 76,600 | - | - | - | 75,800 | - | - | - | 64,100 | - | - | - | 54,800 | - | - | - | 57,800 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -27.7% | 1,311 | 1,813 | 2,840 | 2,056 | 844 | 1,285 | 1,438 | 1,987 | 1,592 | 1,088 | 2,177 | 1,662 | 1,242 | 1,476 | 2,373 | 1,953 | 894 | 900 | 2,368 | 1,769 | 744 |
Cashflow From Investing | 19.1% | -2,385 | -2,947 | -2,433 | -2,170 | -2,118 | -2,478 | -2,492 | -1,905 | -1,555 | -1,503 | -1,824 | -1,783 | -2,243 | -2,138 | -2,237 | -1,766 | -889 | -2,319 | -2,075 | -1,452 | 2,454 |
Cashflow From Financing | 497.0% | 985 | 165 | -761 | 1,141 | 454 | 1,217 | 1,332 | -20.00 | -193 | 143 | 131 | -63.00 | 1,734 | -1,653 | 1,362 | -470 | 185 | 462 | 1,256 | -295 | -3,353 |
Dividend Payments | -4.1% | 733 | 764 | 765 | 764 | 742 | 741 | 741 | 723 | 702 | 700 | 700 | 699 | 678 | 677 | 676 | 677 | 655 | 651 | 650 | 646 | 623 |
Condensed Consolidated Statements of Income (Unaudited) - Southern - USD ($) shares in Millions, $ in Millions | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Operating Revenues: | ||
Total operating revenues | $ 6,646 | $ 6,480 |
Operating Expenses: | ||
Other operations and maintenance | 1,472 | 1,440 |
Depreciation and amortization | 1,145 | 1,111 |
Taxes other than income taxes | 396 | 394 |
Total operating expenses | 4,943 | 5,262 |
Operating Income | 1,703 | 1,218 |
Other Income and (Expense): | ||
Allowance for equity funds used during construction | 58 | 65 |
Earnings from equity method investments | 45 | 48 |
Interest expense, net of amounts capitalized | (665) | (582) |
Other income (expense), net | 153 | 147 |
Total other income and (expense) | (409) | (322) |
Earnings Before Income Taxes | 1,294 | 896 |
Income taxes | 223 | 97 |
Consolidated Net Income | 1,071 | 799 |
Net loss attributable to noncontrolling interests | (58) | (63) |
Net income attributable to company | $ 1,129 | $ 862 |
Earnings per share - | ||
Basic (in dollars per share) | $ 1.03 | $ 0.79 |
Diluted (in dollars per share) | $ 1.03 | $ 0.79 |
Average number of shares of common stock outstanding — (in millions) | ||
Basic (in shares) | 1,094 | 1,091 |
Diluted (in shares) | 1,100 | 1,098 |
Retail electric revenues | ||
Operating Revenues: | ||
Total operating revenues | $ 3,941 | $ 3,599 |
Wholesale electric revenues | ||
Operating Revenues: | ||
Total operating revenues | 571 | 599 |
Other electric revenues | ||
Operating Revenues: | ||
Total operating revenues | 199 | 190 |
Natural Gas | ||
Operating Revenues: | ||
Total operating revenues | 1,707 | 1,875 |
Other revenues | ||
Operating Revenues: | ||
Total operating revenues | 228 | 217 |
Operating Expenses: | ||
Total cost of sales | 131 | 127 |
Fuel | ||
Operating Expenses: | ||
Total cost of sales | 996 | 1,050 |
Purchased power | ||
Operating Expenses: | ||
Total cost of sales | 198 | 242 |
Natural gas | ||
Operating Expenses: | ||
Total cost of sales | $ 605 | $ 898 |
Condensed Consolidated Balance Sheets (Unaudited) - Southern - USD ($) $ in Millions | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Current Assets: | ||
Cash and cash equivalents | $ 713 | $ 748 |
Receivables — | ||
Customer accounts | 2,191 | 2,030 |
Unbilled revenues | 620 | 786 |
Under recovered retail fuel clause revenues | 701 | 696 |
Other accounts and notes | 512 | 519 |
Accumulated provision for uncollectible accounts | (78) | (68) |
Materials and supplies | 2,063 | 1,989 |
Fossil fuel for generation | 995 | 943 |
Natural gas for sale | 210 | 420 |
Prepaid expenses | 474 | 406 |
Regulatory assets – asset retirement obligations | 313 | 274 |
Other regulatory assets | 1,066 | 1,120 |
Other current assets | 763 | 569 |
Total current assets | 10,543 | 10,432 |
Property, Plant, and Equipment: | ||
In service | 129,228 | 128,428 |
Less: Accumulated depreciation | 38,347 | 37,725 |
Plant in service, net of depreciation | 90,881 | 90,703 |
Other utility plant, net | 483 | 499 |
Nuclear fuel, at amortized cost | 881 | 858 |
Construction work in progress | 8,225 | 7,784 |
Total property, plant, and equipment | 100,470 | 99,844 |
Other Property and Investments: | ||
Goodwill | 5,161 | 5,161 |
Nuclear decommissioning trusts, at fair value | 2,512 | 2,424 |
Equity investments in unconsolidated subsidiaries | 1,395 | 1,368 |
Other intangible assets, net of amortization | 359 | 368 |
Miscellaneous property and investments | 673 | 665 |
Total other property and investments | 10,100 | 9,986 |
Deferred Charges and Other Assets: | ||
Operating lease right-of-use assets, net of amortization | 1,400 | 1,432 |
Deferred charges related to income taxes | 888 | 886 |
Prepaid pension costs | 2,184 | 2,079 |
Unamortized loss on reacquired debt | 216 | 220 |
Deferred under recovered fuel clause revenues | 1,044 | 1,261 |
Regulatory assets – asset retirement obligations, deferred | 5,379 | 5,459 |
Other regulatory assets, deferred | 6,318 | 6,264 |
Other deferred charges and assets | 1,578 | 1,468 |
Total deferred charges and other assets | 19,007 | 19,069 |
Total Assets | 140,120 | 139,331 |
Current Liabilities: | ||
Securities due within one year | 1,964 | 2,476 |
Notes payable | 2,445 | 2,314 |
Accounts payable | 2,154 | 2,898 |
Customer deposits | 456 | 503 |
Accrued taxes — | ||
Accrued income taxes | 76 | 8 |
Other accrued taxes | 503 | 860 |
Accrued interest | 583 | 652 |
Accrued compensation | 618 | 1,151 |
Asset retirement obligations | 749 | 744 |
Liabilities from risk management activities, net of collateral | 299 | 294 |
Operating lease obligations | 184 | 183 |
Natural gas cost over recovery | 150 | 214 |
Other regulatory liabilities | 169 | 141 |
Other current liabilities | 1,108 | 1,029 |
Total current liabilities | 11,458 | 13,467 |
Long-term Debt | 59,361 | 57,210 |
Deferred Credits and Other Liabilities: | ||
Accumulated deferred income taxes | 11,195 | 10,990 |
Deferred credits related to income taxes | 4,607 | 4,674 |
Accumulated deferred ITCs | 2,046 | 2,067 |
Employee benefit obligations | 1,096 | 1,115 |
Operating lease obligations, deferred | 1,292 | 1,307 |
Asset retirement obligations, deferred | 9,657 | 9,573 |
Other cost of removal obligations | 1,989 | 1,957 |
Other regulatory liabilities, deferred | 731 | 715 |
Other deferred credits and liabilities | 1,074 | 1,031 |
Total deferred credits and other liabilities | 33,687 | 33,429 |
Total Liabilities | 104,506 | 104,106 |
Total Stockholders' Equity | 35,614 | 35,225 |
Total Liabilities and Stockholders' Equity | $ 140,120 | $ 139,331 |