How The Southern Company stacks up

SO · against 92 other Utilities companies listed in US-listed

Profitability

55/ 100

Above the middle of the pack.

Ranked #38 of 93 · scores higher than 59% of peers

Bars: peers in each 10-point band of the profitability score

18 peers with a profitability score of 50–59, including SO · Click a bar to see the companies

Why profitability scores 55?

Weighted metrics compared with all Utilities companies.

Its metrics sit close to the Utilities norm.

Return on invested capital is close to the peer norm. Return on invested capital: 5.0% vs peer median 5.2%
Return on assets is close to the peer norm. Return on assets: 2.9% vs peer median 2.7%
a wider operating margin: stronger than 70% of peers. Operating margin: 24.2% vs peer median 18.6%

Metric by metric

Position: dot = SO, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.

Metric	SO	Peer median	Better than	Weight
Return on invested capitalHigher is better · 90 reported	5.0%	5.1%	49%	33%
Operating marginHigher is better · 91 reported	24.2%	21.3%	71%	33%
Return on assetsHigher is better · 92 reported	2.9%	2.6%	59%	33%
Return on equityHigher is better · 91 reported	11.5%	9.3%	78%	Context only
Gross marginHigher is better · 94 reported	48.3%	43.6%	67%	Context only

Ranking by profitability score

Top 5 and the companies ranked around SO

Rank	Company	Market cap	Profitability	Overall
1	Companhia de Saneamento Básico do Estado de São Paulo - SABESPSBS · US-listed	15.5B USD	99	72
2	Companhia Energética de Minas Gerais - CEMIGCIG · US-listed	5.1B USD	96	75
3	Central Puerto S.A.CEPU · US-listed	1.5B USD	94	93
4	Enlight Renewable Energy LtdENLT · US-listed	9.1B USD	93	52
5	AXIA EnergiaAXIA · US-listed	23.3B USD	90	78
⋯
34	WEC Energy Group, Inc.WEC · US-listed	37.6B USD	57	43
36	Artesian Resources CorporationARTNA · US-listed	349M USD	56	60
36	Constellation Energy CorporationCEG · US-listed	93.3B USD	56	50
38	ONE Gas, Inc.OGS · US-listed	5.1B USD	55	50
38	The Southern CompanySO · US-listed	107.8B USD	55	47
40	Black Hills CorporationBKH · US-listed	6.3B USD	54	38
40	PPL CorporationPPL · US-listed	26.9B USD	54	50
42	Ellomay Capital Ltd.ELLO · US-listed	273M USD	53	30
42	IDACORP, Inc.IDA · US-listed	8.4B USD	53	43

Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score

Bringing the fundamentals into focus…