Southern Company (The)

SO Utilities Utilities Regulated Electric

Southern Company (The)’s revenue for fiscal 2025 (year ended December 2025) was $29.6 billion, up 10.6% from fiscal 2024. In the quarter to June 2026, revenue was flat, EPS grew 28.8%, free cash flow grew 23.5% and total debt rose 7.46%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for ten consecutive years, operating cash flow growth for three.

91.18 2.00 +2.24%
Market cap
$102.6B
P/E
21.9×
Fwd P/E
20.8×
Dividend yield
3.29%
F-score
4/9
Altman Z
0.93
Beneish M
−2.63
Dividend safety
32/100

Southern Company (The) (SO) Return on assets

Alert me on Return on assets

Southern Company (The)'s return on assets over the twelve months to 30 June 2026 was 3.00%, up 0.1 percentage points from fiscal 2025 (2.89%). Over the past ten years it has ranged from 0.76% (fiscal 2017) to 4.02% (fiscal 2019); the current reading is higher than 64% of that period. That is above the Utilities Regulated Electric industry median of 2.75% and above the Utilities sector median of 2.57%.

Return on assets, annual

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Annual newest first

Period Return on assets Change (points)
FY2025 2.89% (0.20)
FY2024 3.09% 0.19
FY2023 2.90% 0.21
FY2022 2.69% 0.78
FY2021 1.91% (0.67)
FY2020 2.58% (1.44)
FY2019 4.02% 2.07
FY2018 1.95% 1.19
FY2017 0.76% (1.84)
FY2016 2.60% (0.59)

Against its own ten years

Low 0.76% High 4.02%
Ten-year median 2.69%
Current reading's percentile 64

Return on assets against peers

Company Return on assets
NEE NextEra Energy, Inc. compare 4.31%
SO Southern Company (The) 3.00%
XEL Xcel Energy Inc. compare 2.75%
AEP American Electric Power Company, Inc. compare 2.74%
DUK Duke Energy Corporation compare 2.66%
ETR Entergy Corporation compare 2.44%
EXC Exelon Corporation compare 2.40%
D Dominion Energy Inc. compare 2.21%
NGG National Grid Transco, PLC compare 0.00%
Utilities Regulated Electric industry median 2.75%
Utilities sector median 2.57%
Market median 0.00%

What Return on assets is

ROA tells an investor how much profit a company earns for shareholders from the assets it uses to run its business.

Annual: Net Income Allotted to Shareholders ÷ Average Assets; TTM: Net Income Allotted to Shareholders ÷ Average Assets (latest quarter)

The full definition of Return on assets →

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