Performance of SO Southern Company | 42.3% in 12m
Compare SO with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Southern Company with its related Sector/Index XLU
Performance Duell SO vs XLU
| TimeFrame | SO | XLU |
|---|---|---|
| 1 Week | 0.23% | 1.11% |
| 1 Month | 1.32% | 6.55% |
| 3 Months | 16.7% | 19.42% |
| 6 Months | 31.2% | 27.01% |
| 12 Months | 42.3% | 45.26% |
| YTD | 31.1% | 29.50% |
| Rel. Perf. 1m | -0.49 | |
| Rel. Perf. 3m | 0.12 | |
| Rel. Perf. 6m | 0.39 | |
| Rel. Perf. 12m | 0.39 | |
| Spearman 1m | 0.74 | 0.96 |
| Spearman 3m | 0.93 | 0.99 |
Is Southern Company a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Southern Company is currently (October 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -7.06 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SO as of October 2024 is 99.97. This means that SO is currently undervalued and has a potential upside of +10.7% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SO as of October 2024 is 99.97. This means that SO is currently undervalued and has a potential upside of +10.7% (Margin of Safety).
Is SO a buy, sell or hold?
- Strong Buy: 6
- Buy: 4
- Hold: 9
- Sell: 2
- Strong Sell: 0
Values above 0%: SO is performing better - Values below 0%: SO is underperforming
Compare SO with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.03% | -3.00% | 18.80% | 7.98% |
| US NASDAQ 100 | QQQ | 0.11% | -4.63% | 18.90% | 8.46% |
| US Dow Jones Industrial 30 | DIA | 0.12% | -2.15% | 20.56% | 14.07% |
| German DAX 40 | DBXD | 2.05% | -1.57% | 27.71% | 16.96% |
| UK FTSE 100 | ISFU | 2.95% | 1.36% | 21.76% | 22.59% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -19.86% | -41.19% | -2.72% | 11.95% |
| Hongkong Hang Seng | HSI | -6.71% | -25.21% | -0.58% | 20.83% |
| Japan Nikkei 225 | EXX7 | -1.02% | -3.55% | 31.69% | 23.67% |
| India NIFTY 50 | INDA | 3.66% | 2.10% | 20.46% | 12.81% |
| Brasil Bovespa | EWZ | 1.31% | 1.89% | 36.51% | 36.72% |
SO Southern Company vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.74% | -5.53% | 19.30% | 6.48% |
| Consumer Discretionary | XLY | 1.56% | -6.00% | 19.28% | 18.05% |
| Consumer Staples | XLP | 2.10% | 3.21% | 19.98% | 16.80% |
| Energy | XLE | -6.64% | -5.71% | 33.59% | 33.52% |
| Financial | XLF | -0.88% | 0.52% | 19.48% | 1.98% |
| Health Care | XLV | 1.13% | 4.14% | 23.54% | 24.25% |
| Industrial | XLI | -0.27% | -4.33% | 21.12% | 7.90% |
| Materials | XLB | 2.04% | -2.86% | 26.71% | 18.01% |
| Real Estate | XLRE | 1.97% | 1.15% | 15.07% | 9.83% |
| Technology | XLK | 0.15% | -6.32% | 20.41% | 8.09% |
| Utilities | XLU | -0.88% | -5.23% | 4.17% | -2.94% |
| Aerospace & Defense | XAR | -1.41% | -3.65% | 14.60% | 3.46% |
| Biotech | XBI | 1.16% | 2.33% | 22.07% | 6.04% |
| Homebuilder | XHB | 2.59% | -6.20% | 17.59% | -18.90% |
| Retail | XRT | 1.55% | -2.48% | 27.30% | 10.81% |
Does Southern Company outperform its market, is SO a Sector Leader?
No, over the last 12 months Southern Company (SO) made 42.32%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 45.26%.
Over the last 3 months SO made 16.68%, while XLU made 19.42%.
No, over the last 12 months Southern Company (SO) made 42.32%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 45.26%.
Over the last 3 months SO made 16.68%, while XLU made 19.42%.
| Period | SO | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 1.32% | 6.55% | 4.32% |
| 3 Months | 16.68% | 19.42% | 3.62% |
| 12 Months | 42.32% | 45.26% | 34.34% |