Southern Co Stock Buy Hold or Sell Recommendation
| SOJD Stock | USD 21.87 0.04 0.18% |
Given the investment horizon of 90 days and your below-average risk tolerance, our recommendation regarding Southern Co is 'Cautious Hold'. Macroaxis provides Southern buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Southern positions.
Check out Southern Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Southern and provide practical buy, sell, or hold advice based on investors' constraints. Southern Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation.
Southern |
Execute Southern Buy or Sell Advice
The Southern recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Southern Co. Macroaxis does not own or have any residual interests in Southern Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Southern's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Southern Trading Alerts and Improvement Suggestions
| Southern generated a negative expected return over the last 90 days | |
| Southern has a strong financial position based on the latest SEC filings | |
| On 30th of October 2024 Southern paid $ 0.3094 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Is The Southern Company the Most Profitable Renewable Energy Stock Now - Insider Monkey |
Southern Returns Distribution Density
The distribution of Southern's historical returns is an attempt to chart the uncertainty of Southern's future price movements. The chart of the probability distribution of Southern daily returns describes the distribution of returns around its average expected value. We use Southern Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Southern returns is essential to provide solid investment advice for Southern.
| Mean Return | -0.07 | Value At Risk | -1.47 | Potential Upside | 1.03 | Standard Deviation | 0.75 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Southern historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Southern Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (76M) | (186M) | (603M) | (127M) | (605M) | (574.8M) | |
| Change In Cash | 459M | (910M) | 761M | 208M | (1.1B) | (1.1B) | |
| Free Cash Flow | (1.8B) | (745M) | 6.2B | 6.3B | (1.5B) | (1.5B) | |
| Other Non Cash Items | (3.9B) | (136M) | 815M | (2.2B) | (1.8B) | (1.7B) | |
| Dividends Paid | 2.6B | (2.7B) | 2.8B | 2.9B | (3.0B) | (2.9B) | |
| Capital Expenditures | 7.6B | 7.4B | 7.2B | 7.9B | 9.1B | 4.9B | |
| Net Income | 4.7B | 3.1B | 1.3B | 3.4B | 4.0B | 4.2B | |
| End Period Cash Flow | 2.0B | 1.1B | 1.8B | 2.0B | 921M | 773.3M | |
| Depreciation | 3.3B | 3.9B | 4.0B | 4.1B | 5.0B | 5.2B |
Southern Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Southern or Electric Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Southern's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Southern stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.09 | |
β | Beta against Dow Jones | 0.07 | |
σ | Overall volatility | 0.74 | |
Ir | Information ratio | -0.28 |
Southern Volatility Alert
Southern Co exhibits very low volatility with skewness of -0.27 and kurtosis of -0.17. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Southern's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Southern's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Southern Fundamentals Vs Peers
Comparing Southern's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Southern's direct or indirect competition across all of the common fundamentals between Southern and the related equities. This way, we can detect undervalued stocks with similar characteristics as Southern or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Southern's fundamental indicators could also be used in its relative valuation, which is a method of valuing Southern by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Southern to competition |
| Fundamentals | Southern | Peer Average |
| Revenue | 25.25 B | 9.43 B |
| EBITDA | 11.74 B | 3.9 B |
| Net Income | 3.98 B | 570.98 M |
| Total Debt | 63.49 B | 5.32 B |
| Cash Flow From Operations | 7.55 B | 971.22 M |
| Number Of Employees | 25 | 18.84 K |
| Total Asset | 139.33 B | 29.47 B |
| Retained Earnings | 12.48 B | 9.33 B |
| Net Asset | 139.33 B | |
| Last Dividend Paid | 0.38 |
Note: Acquisition by Henry Clark of 1033 shares of Southern subject to Rule 16b-3 [view details]
Southern Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Southern . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Southern Buy or Sell Advice
When is the right time to buy or sell Southern Co? Buying financial instruments such as Southern Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Southern in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Investment Grade ETFs Thematic Idea Now
Investment Grade ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Investment Grade ETFs theme has 260 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investment Grade ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Southern Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Southern. If investors know Southern will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Southern listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Southern is measured differently than its book value, which is the value of Southern that is recorded on the company's balance sheet. Investors also form their own opinion of Southern's value that differs from its market value or its book value, called intrinsic value, which is Southern's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Southern's market value can be influenced by many factors that don't directly affect Southern's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Southern's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Southern's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.