The Southern Company (SO) Total Return:8.47%(TTM)
The total return cagr for The Southern Company (SO) is +8.47% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +8.32%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SO
$269,986
(27.0x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$183,873
(18.4x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+8.3%
1-Year Total Return
+8.5%
Current Dividend Yield
3.21%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +5.0% | +8.5% | +3.4% |
| 3 Years | +9.3% | +13.2% | +3.9% |
| 5 Years | +7.9% | +11.9% | +4.0% |
| 10 Years | +6.2% | +10.7% | +4.5% |
| 15 Years | +5.9% | +10.5% | +4.6% |
| 20 Years | +5.4% | +10.1% | +4.8% |
About The Southern Company
The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.
- Sector
- Utilities
- Industry
- Regulated Electric
- CEO
- Christopher C. Womack