Last Price$90.91.2%
Market Cap$99.0B
LTM Return on Equity (ROE)
11.8%
5Y avg
10.1%
Regulated Electric industry
median
8.4%
Stock quality & Intrinsic value
6/10
(0.3%) overvalued
The Southern Company Return on Equity (ROE)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 14.4% | 13.4% | 13.6% | 12.5% | 11.4% | 12.6% | 12.9% | 12.8% | 8.7% | 9.8% | 11.2% | 10.4% | 3.5% | 8.3% | 15.5% | 9.6% | 7.1% | 10.2% | 11.4% | 11.8% |
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The Southern Company (SO) Return on Equity (ROE) comparison analysis
General
LTM Return on Equity (ROE)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
The Southern CompanySO
11.8%
5.8%
10.4%
16.5%
Median Peer Set
9.6%
(3.9%)
6.9%
12.7%
National Grid plcNGG
20.6%
(4.5%)
(71.6%)
11.5%
American Electric Power Company, Inc.AEP
12.7%
(3.3%)
(5.5%)
11.6%
Public Service Enterprise Group IncorporatedPEG
11.0%
14.7%
148.8%
22.8%
NextEra Energy, Inc.NEE
10.0%
(39.5%)
(38.8%)
26.7%
Xcel Energy Inc.XEL
10.0%
(5.4%)
7.2%
14.4%
Exelon CorporationEXC
9.2%
6.0%
4.7%
10.7%
PG&E CorporationPCG
8.6%
12.7%
19.8%
9.2%
Entergy CorporationETR
6.9%
(11.7%)
106.3%
19.4%
Dominion Energy, Inc.D
6.5%
(16.2%)
96.7%
13.9%
Duke Energy CorporationDUK
2.9%
1.0%
6.6%
9.8%
SO key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 13,554.0 13.9% | 14,356.0 5.9% | 15,353.0 6.9% | 17,127.0 11.6% | 15,743.0 (8.1%) | 17,456.0 10.9% | 17,657.0 1.2% | 16,537.0 (6.3%) | 17,087.0 3.3% | 18,499.0 8.3% | 17,527.0 (5.3%) | 19,896.0 13.5% | 23,031.0 15.8% | 23,495.0 2.0% | 21,419.0 (8.8%) | 20,375.0 (4.9%) | 23,113.0 13.4% | 29,279.0 26.7% | 25,253.0 (13.8%) | 26,724.0 5.8% |
| Cost of Goods Sold (COGS) | 5,226.0 | 5,695.0 | 6,371.0 | 7,633.0 | 9,943.0 | 11,272.0 | 10,808.0 | 9,392.0 | 9,828.0 | 11,033.0 | 9,849.0 | 11,224.0 | 12,858.0 | 13,842.0 | 11,792.0 | 10,478.0 | 13,052.0 | 18,458.0 | 13,545.0 | 6,175.0 |
% margin | 8,328.0 61.4% | 8,661.0 60.3% | 8,982.0 58.5% | 9,494.0 55.4% | 5,800.0 36.8% | 6,184.0 35.4% | 6,849.0 38.8% | 7,145.0 43.2% | 7,259.0 42.5% | 7,466.0 40.4% | 7,678.0 43.8% | 8,672.0 43.6% | 10,173.0 44.2% | 9,653.0 41.1% | 9,627.0 44.9% | 9,897.0 48.6% | 10,061.0 43.5% | 10,821.0 37.0% | 11,708.0 46.4% | 20,549.0 76.9% |
| Operating Expenses | 5,366.0 | 5,437.0 | 5,656.0 | 5,988.0 | 2,326.0 | 2,382.0 | 2,618.0 | 2,701.0 | 4,015.0 | 3,793.0 | 3,396.0 | 4,043.0 | 7,622.0 | 5,543.0 | 4,292.0 | 5,077.0 | 6,547.0 | 5,257.0 | 5,882.0 | 19,656.0 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 0.0 | 0.0 | 0.0 | 0.0 | 202.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 235.0 | 235.0 | 267.0 | 415.0 | 569.0 | 656.0 | 595.0 | 13,382.0 |
% margin | 2,962.0 21.9% | 3,224.0 22.5% | 3,326.0 21.7% | 3,506.0 20.5% | 3,268.0 20.8% | 3,802.0 21.8% | 4,231.0 24.0% | 4,463.0 27.0% | 3,255.0 19.0% | 3,673.0 19.9% | 4,282.0 24.4% | 4,629.0 23.3% | 2,551.0 11.1% | 4,191.0 17.8% | 5,749.0 26.8% | 4,885.0 24.0% | 3,698.0 16.0% | 5,370.0 18.3% | 5,826.0 23.1% | 7,068.0 26.4% |
| Interest Income | 36.0 | 41.0 | 45.0 | 33.0 | 23.0 | 24.0 | 21.0 | 40.0 | 19.0 | 19.0 | 23.0 | 0.0 | 0.0 | 0.0 | 9.0 | 1,836.0 | 1,852.0 | 2,033.0 | 0.0 | 0.0 |
| Interest Expense | 747.0 | 866.0 | 886.0 | 866.0 | 905.0 | 895.0 | 857.0 | 859.0 | 824.0 | 840.0 | 840.0 | 1,317.0 | 1,694.0 | 1,842.0 | 1,736.0 | 1,821.0 | 1,837.0 | 2,022.0 | 2,446.0 | 2,743.0 |
| Pre-tax Income | 2,186.0 | 2,355.0 | 2,569.0 | 2,657.0 | 2,608.0 | 3,066.0 | 3,487.0 | 3,749.0 | 2,559.0 | 3,035.0 | 3,629.0 | 3,480.0 | 1,068.0 | 2,749.0 | 6,542.0 | 3,496.0 | 2,576.0 | 4,223.0 | 4,345.0 | 5,229.0 |
% effective tax rate | 595.0 27.2% | 781.0 33.2% | 835.0 32.5% | 915.0 34.4% | 898.0 34.4% | 1,026.0 33.5% | 1,219.0 35.0% | 1,334.0 35.6% | 849.0 33.2% | 987.0 32.5% | 1,194.0 32.9% | 951.0 27.3% | 142.0 13.3% | 449.0 16.3% | 1,798.0 27.5% | 393.0 11.2% | 267.0 10.4% | 795.0 18.8% | 496.0 11.4% | 969.0 18.5% |
% margin | 1,591.0 11.7% | 1,573.0 11.0% | 1,734.0 11.3% | 1,807.0 10.6% | 1,708.0 10.8% | 2,040.0 11.7% | 2,268.0 12.8% | 2,415.0 14.6% | 1,710.0 10.0% | 2,031.0 11.0% | 2,421.0 13.8% | 2,493.0 12.5% | 880.0 3.8% | 2,242.0 9.5% | 4,754.0 22.2% | 3,134.0 15.4% | 2,408.0 10.4% | 3,535.0 12.1% | 3,976.0 15.7% | 4,401.0 16.5% |
| EPS | 2.14 | 2.12 | 2.29 | 2.26 | 2.07 | 2.37 | 2.57 | 2.71 | 1.85 | 2.18 | 2.60 | 2.47 | 0.84 | 2.20 | 4.53 | 2.82 | 2.26 | 3.28 | 3.64 | 4.02 |
| Diluted EPS | 2.13 | 2.10 | 2.28 | 2.25 | 2.07 | 2.37 | 2.57 | 2.71 | 1.85 | 2.18 | 2.60 | 2.47 | 0.84 | 2.17 | 4.50 | 2.82 | 2.24 | 3.26 | 3.62 | 3.99 |
% margin | 4,351.0 32.1% | 4,675.0 32.6% | 5,004.0 32.6% | 5,310.0 31.0% | 4,982.0 31.6% | 5,767.0 33.0% | 6,399.0 36.2% | 6,732.0 40.7% | 5,553.0 32.5% | 5,935.0 32.1% | 6,677.0 38.1% | 7,690.0 38.7% | 6,163.0 26.8% | 8,113.0 34.5% | 11,610.0 54.2% | 9,197.0 45.1% | 8,314.0 36.0% | 9,969.0 34.0% | 11,745.0 46.5% | 13,238.0 49.5% |
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FAQ
1) What is The Southern Company's Return on Equity (ROE)?
As of today, Microsoft Corp's last 12-month Return on Equity (ROE) is 11.8%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Return on Equity (ROE) for The Southern Company have been 9.8% over the past three years, and 10.6% over the past five years.
2) Is The Southern Company's Return on Equity (ROE) Good?
As of today, The Southern Company's Return on Equity (ROE) is 11.8%, which is higher than industry median of 8.4%. It indicates that The Southern Company's Return on Equity (ROE) is Good.