Value Sense
SO
The Southern Company (SO)
Last Price$90.91.2%
Market Cap$99.0B
LTM ROIC - WACC
0.4%
5Y avg
0.9%
Regulated Electric industry median
0.1%
Stock quality & Intrinsic value
6/10
(0.3%) overvalued
SO
is (28.2%) overvalued
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The Southern Company ROIC - WACC

Annual
Quarterly
LTM
Industry median
Company stand-alone
SO
Utilities
Crunching data... Almost there!
Dec'05Dec'06Dec'07Dec'08Dec'09Dec'10Dec'11Dec'12Dec'13Dec'14Dec'15Dec'16Dec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24
ROIC - WACC
3.7%
3.7%
3.3%
3.1%
1.9%
2.4%
2.5%
2.3%
0.5%
1.1%
1.5%
1.5%
(0.8%)
0.1%
0.8%
1.8%
0.5%
0.2%
0.5%
0.5%
SO
Key metrics and insights to make informed decisions.
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The Southern Company (SO) ROIC - WACC comparison analysis

General

LTM ROIC - WACC

OTHER METRICS

Company name

Revenue growth

EPS growth

Net Income margin

The Southern Company logo
The Southern CompanySO
0.4%
5.8%
10.4%
16.5%
Median Peer Set
0.0%
(3.9%)
6.9%
12.7%
Public Service Enterprise Group Incorporated logo
Public Service Enterprise Group IncorporatedPEG
3.3%
14.7%
148.8%
22.8%
Entergy Corporation logo
Entergy CorporationETR
1.5%
(11.7%)
106.3%
19.4%
American Electric Power Company, Inc. logo
American Electric Power Company, Inc.AEP
0.9%
(3.3%)
(5.5%)
11.6%
Exelon Corporation logo
Exelon CorporationEXC
0.8%
6.0%
4.7%
10.7%
Dominion Energy, Inc. logo
Dominion Energy, Inc.D
0.0%
(16.2%)
96.7%
13.9%
PG&E Corporation logo
PG&E CorporationPCG
0.0%
12.7%
19.8%
9.2%
NextEra Energy, Inc. logo
NextEra Energy, Inc.NEE
(0.0%)
(39.5%)
(38.8%)
26.7%
Xcel Energy Inc. logo
Xcel Energy Inc.XEL
(0.7%)
(5.4%)
7.2%
14.4%
Duke Energy Corporation logo
Duke Energy CorporationDUK
(2.2%)
1.0%
6.6%
9.8%
National Grid plc logo
National Grid plcNGG
N/A
(4.5%)
(71.6%)
11.5%

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'05Dec'06Dec'07Dec'08Dec'09Dec'10Dec'11Dec'12Dec'13Dec'14Dec'15Dec'16Dec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24
Revenue
% 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)5,226.05,695.06,371.07,633.09,943.011,272.010,808.09,392.09,828.011,033.09,849.011,224.012,858.013,842.011,792.010,478.013,052.018,458.013,545.06,175.0
Gross Profit
% 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 Expenses5,366.05,437.05,656.05,988.02,326.02,382.02,618.02,701.04,015.03,793.03,396.04,043.07,622.05,543.04,292.05,077.06,547.05,257.05,882.019,656.0
Research & Development Expenses (R&D)0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0
Selling, General & Administrative Expenses (SG&A)0.00.00.00.0202.00.00.00.00.00.00.00.0235.0235.0267.0415.0569.0656.0595.013,382.0
Operating Income
% 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 Income36.041.045.033.023.024.021.040.019.019.023.00.00.00.09.01,836.01,852.02,033.00.00.0
Interest Expense747.0866.0886.0866.0905.0895.0857.0859.0824.0840.0840.01,317.01,694.01,842.01,736.01,821.01,837.02,022.02,446.02,743.0
Pre-tax Income2,186.02,355.02,569.02,657.02,608.03,066.03,487.03,749.02,559.03,035.03,629.03,480.01,068.02,749.06,542.03,496.02,576.04,223.04,345.05,229.0
Income Tax
% 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%
Net Income
% 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%
EPS2.142.122.292.262.072.372.572.711.852.182.602.470.842.204.532.822.263.283.644.02
Diluted EPS2.132.102.282.252.072.372.572.711.852.182.602.470.842.174.502.822.243.263.623.99
EBITDA
% 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 ROIC - WACC?

As of today, Microsoft Corp's last 12-month ROIC - WACC is 0.4%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual ROIC - WACC for The Southern Company have been 0.4% over the past three years, and 1.0% over the past five years.

2) Is The Southern Company's ROIC - WACC Good?

As of today, The Southern Company's ROIC - WACC is 0.4%, which is higher than industry median of 0.1%. It indicates that The Southern Company's ROIC - WACC is Good.

3) How does The Southern Company's ROIC - WACC compare to its peers?

As of today, The Southern Company's ROIC - WACC is 0.4%, which is higher than peer median of 0.0%. The list of peers includes PEG, ETR, AEP, EXC, D, PCG, NEE, XEL, DUK, NGG.