The Southern Company (SO)

The Southern Company Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Nov 21, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Market Capitalization	96,146	76,474	77,671	72,681	64,885	66,804
Market Cap Growth	39.85%	-1.54%	6.86%	12.02%	-2.87%	47.83%
Enterprise Value	164,058	141,031	136,791	130,001	117,943	116,225
PE Ratio	20.44	18.84	20.46	27.51	18.08	11.70
PS Ratio	3.64	3.03	2.65	3.14	3.18	3.12
PB Ratio	2.89	2.17	2.25	2.23	1.99	2.08
P/FCF Ratio	140.10	-	-	-	-	-
P/OCF Ratio	10.22	10.13	12.32	11.78	9.69	11.56
EV/Sales Ratio	6.21	5.58	4.67	5.62	5.79	5.43
EV/EBITDA Ratio	12.56	12.36	13.23	15.77	12.90	13.01
EV/EBIT Ratio	20.88	21.96	21.79	30.45	22.53	20.75
EV/FCF Ratio	238.46	-	-	-	-	-
Debt / Equity Ratio	1.76	1.80	1.71	1.70	1.57	1.52
Debt / EBITDA Ratio	4.98	5.57	5.72	6.73	5.58	5.20
Debt / FCF Ratio	94.60	-	-	-	-	-
Quick Ratio	0.45	0.35	0.36	0.44	0.36	0.43
Current Ratio	0.91	0.77	0.66	0.82	0.71	0.78
Asset Turnover	0.19	0.18	0.22	0.18	0.17	0.18
Return on Equity (ROE)	12.71%	11.04%	10.18%	7.05%	9.56%	15.41%
Return on Assets (ROA)	3.48%	2.93%	2.99%	2.13%	2.71%	2.97%
Return on Capital (ROIC)	4.92%	4.17%	4.32%	3.11%	3.98%	4.46%
Earnings Yield	4.90%	5.20%	4.54%	3.29%	4.81%	7.09%
FCF Yield	0.71%	-2.02%	-2.09%	-1.95%	-1.27%	-2.66%
Dividend Yield	3.28%	4.08%	4.05%	4.25%	4.79%	4.67%
Payout Ratio	67.12%	76.33%	82.49%	116.05%	86.09%	54.23%
Buyback Yield / Dilution	-0.32%	-1.57%	-1.22%	-0.28%	-1.04%	-2.83%
Total Shareholder Return	2.96%	2.50%	2.83%	3.97%	3.75%	1.84%

Source: S&P Capital IQ. Utility template. Financial Sources.