Southern Company Series Stock Alpha and Beta Analysis
| SOJE Stock | USD 19.76 0.03 0.15% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Southern Company Series. It also helps investors analyze the systematic and unsystematic risks associated with investing in Southern Company over a specified time horizon. Remember, high Southern Company's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Southern Company's market risk premium analysis include:
Beta 0.12 | Alpha (0.09) | Risk 0.78 | Sharpe Ratio (0.08) | Expected Return (0.06) |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
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Southern Company Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Southern Company market risk premium is the additional return an investor will receive from holding Southern Company long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Southern Company. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Southern Company's performance over market.| α | -0.09 | β | 0.12 |
Southern Company expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Southern Company's Buy-and-hold return. Our buy-and-hold chart shows how Southern Company performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Southern Company Market Price Analysis
Market price analysis indicators help investors to evaluate how Southern Company stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Southern Company shares will generate the highest return on investment. By understating and applying Southern Company stock market price indicators, traders can identify Southern Company position entry and exit signals to maximize returns.
Southern Company Return and Market Media
The median price of Southern Company for the period between Sat, Aug 31, 2024 and Fri, Nov 29, 2024 is 21.0 with a coefficient of variation of 3.15. The daily time series for the period is distributed with a sample standard deviation of 0.66, arithmetic mean of 20.99, and mean deviation of 0.56. The Stock received some media coverage during the period. Price Growth (%) |
| Timeline |
1 | The Southern Companys Shares May Have Run Too Fast Too Soon - Simply Wall St | 09/30/2024 |
| Southern Company dividend paid on 14th of October 2024 | 10/14/2024 |
| Southern Company dividend paid on 15th of October 2024 | 10/15/2024 |
2 | Southern Co stock soars to all-time high of 94.19 - Investing.com | 10/24/2024 |
3 | Acquisition by Ernest Moniz of 618 shares of Southern Company subject to Rule 16b-3 | 11/08/2024 |
About Southern Company Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Southern or other stocks. Alpha measures the amount that position in Southern Company has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0382 | 0.0379 | 0.0396 | 0.0593 | Price To Sales Ratio | 3.15 | 2.62 | 3.03 | 3.18 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Southern Company in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Southern Company's short interest history, or implied volatility extrapolated from Southern Company options trading.
Build Portfolio with Southern Company
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Southern Company Backtesting, Southern Company Valuation, Southern Company Correlation, Southern Company Hype Analysis, Southern Company Volatility, Southern Company History and analyze Southern Company Performance. For information on how to trade Southern Stock refer to our How to Trade Southern Stock guide.You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Southern Company technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.