The total return over the past 12 months is -0.93% vs. +19.98% for the S&P 500. So far it's up +3.53% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (4.10%) | +9.41% | +5.86% | +5.45% | +5.20% | +4.84% |
| Total Return CAGR | (0.93%) | +13.21% | +9.78% | +9.87% | +9.76% | +9.55% |
| Revenue CAGR | +6.40% | +2.95% | +6.68% | +5.65% | +3.65% | +3.85% |
| Net Income CAGR | +8.73% | +14.66% | +8.06% | +6.85% | +5.58% | +5.73% |
| EPS CAGR | +6.92% | +6.30% | +5.96% | +4.24% | +3.45% | +3.10% |
| Free Cash Flow CAGR | N/A | N/A | N/A | +8.52% | +9.18% | +16.21% |
| Operating Cash Flow CAGR | +11.15% | +22.14% | +8.70% | +5.02% | +4.95% | +7.35% |
| 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 price | End price | SO Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $87.20 | $88.11 | +3.53% | +13.55% | (10.02%) |
| 2025 | $82.32 | $87.20 | +9.44% | +17.72% | (8.28%) |
| 2024 | $70.12 | $82.32 | +21.69% | +24.89% | (3.20%) |
| 2023 | $71.41 | $70.12 | +2.19% | +26.19% | (24.00%) |
| 2022 | $68.58 | $71.41 | +8.21% | (18.17%) | +26.38% |
| 2021 | $61.43 | $68.58 | +16.35% | +28.74% | (12.39%) |
| 2020 | $63.70 | $61.43 | +0.66% | +18.37% | (17.71%) |
| 2019 | $43.92 | $63.70 | +51.62% | +31.22% | +20.40% |
| 2018 | $48.09 | $43.92 | (3.75%) | (4.56%) | +0.81% |
| 2017 | $49.19 | $48.09 | +2.41% | +21.70% | (19.29%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
