The total return for The Southern Company (SO) stock is +8.47% over the past 12 months vs. +24.34% for the S&P 500. So far it's up +8.32% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +5.03% | +9.26% | +7.88% | +6.22% | +5.87% | +5.37% |
| Total Return CAGR | +8.47% | +13.15% | +11.91% | +10.69% | +10.48% | +10.13% |
| Revenue CAGR | +8.34% | +1.20% | +7.25% | +5.72% | +3.77% | +4.02% |
| Net Income CAGR | (5.28%) | +9.07% | +5.11% | +6.12% | +5.45% | +5.38% |
| EPS CAGR | (1.99%) | +6.30% | +5.96% | +4.24% | +3.45% | +3.10% |
| Free Cash Flow CAGR | (5.51%) | (5.51%) | (5.51%) | (5.51%) | +8.23% | (0.27%) |
| Operating Cash Flow CAGR | +0.52% | +20.74% | +6.78% | +4.62% | +5.71% | +7.24% |
| Dividends CAGR | +2.80% | +2.88% | +2.97% | +3.17% | +3.32% | +3.51% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
The Southern Company (SO)
| Year | Start Value | End Value | SO Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2492.42 | 2699.86 | +8.32% | +8.38% | (0.06%) |
| 2025 | 2277.33 | 2492.42 | +9.44% | +17.72% | (8.28%) |
| 2024 | 1871.46 | 2277.33 | +21.69% | +24.89% | (3.20%) |
| 2023 | 1831.34 | 1871.46 | +2.19% | +26.19% | (24.00%) |
| 2022 | 1692.38 | 1831.34 | +8.21% | (18.17%) | +26.38% |
| 2021 | 1454.60 | 1692.38 | +16.35% | +28.74% | (12.39%) |
| 2020 | 1445.01 | 1454.60 | +0.66% | +18.37% | (17.71%) |
| 2019 | 953.06 | 1445.01 | +51.62% | +31.22% | +20.40% |
| 2018 | 990.21 | 953.06 | (3.75%) | (4.56%) | +0.81% |
| 2017 | 966.86 | 990.21 | +2.41% | +21.70% | (19.29%) |
