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Company Analysis Southern Co
1. Summary
Advantages
- Price (22.28 $) is less than fair price (22.6 $)
- Dividends (5.8%) are higher than the sector average (2.97%).
- The company's current efficiency (ROE=13.61%) is higher than the sector average (ROE=12.16%)
Disadvantages
- The stock's return over the last year (7.68%) is lower than the sector average (17.73%).
- Current debt level 45.65% has increased over 5 years from 4.52%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Southern Co | Utilities | Index | |
|---|---|---|---|
| 7 days | 0% | 7.4% | 0.8% |
| 90 days | 10.7% | 4.7% | 11% |
| 1 year | 7.7% | 17.7% | 16.1% |
SOJD vs Sector: Southern Co has significantly underperformed the "Utilities" sector by -10.05% over the past year.
SOJD vs Market: Southern Co has significantly underperformed the market by -8.38% over the past year.
Stable price: SOJD 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: SOJD with weekly volatility of 0.1477% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (22.28 $) is lower than the fair price (22.6 $).
Price not significantly lower than the fair price: The current price (22.28 $) is slightly lower than the fair price by 1.4%.
4.2. P/E
P/E vs Sector: The company's P/E (5.18) is lower than that of the sector as a whole (24.26).
P/E vs Market: The company's P/E (5.18) is lower than that of the market as a whole (51.19).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.622) is lower than that of the sector as a whole (2.48).
P/BV vs Market: The company's P/BV (0.622) is lower than that of the market as a whole (18.13).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.8536) is lower than that of the sector as a whole (2.65).
P/S vs Market: The company's P/S indicator (0.8536) is lower than that of the market as a whole (27.99).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (6.67) is lower than that of the sector as a whole (12.71).
EV/Ebitda vs Market: The company's EV/Ebitda (6.67) is lower than that of the market as a whole (36.56).
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 8.09% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (8.09%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-6.01%).
5.4. ROE
ROE vs Sector: The company's ROE (13.61%) is higher than that of the sector as a whole (12.16%).
ROE vs Market: The company's ROE (13.61%) is lower than that of the market as a whole (34.77%).
5.5. ROA
ROA vs Sector: The company's ROA (3.09%) is lower than that of the sector as a whole (3.31%).
ROA vs Market: The company's ROA (3.09%) is lower than that of the market as a whole (11.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (6.86%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.03%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 5.8% is higher than the average for the sector '2.97%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 5.8% has been steadily paid over the past 7 years, DSI=0.92.
Weak dividend growth: The company's dividend yield 5.8% 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.
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