(SO) Southern - Performance 32.4% in 12m
Compare SO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.45%
#13 in Group
Rel. Strength
83.75%
#1242 in Universe
Total Return 12m
32.41%
#20 in Group
Total Return 5y
100.91%
#24 in Group
P/E 22.8
72th Percentile in Group
P/E Forward 21.2
86th Percentile in Group
PEG 3.07
70th Percentile in Group
FCF Yield 0.34%
49th Percentile in Group
12m Total Return: SO (32.4%) vs XLU (25.2%)
5y Drawdown (Underwater) Chart
Top Performers in Electric Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| PAM NYSE Pampa Energia |
2.48% | 87.4% | 626% | 6.91 | 8.9 | 0.84 | 40.6% | 22.4% |
| ETR NYSE Entergy |
-1.46% | 70.5% | 126% | 34.1 | 21.5 | 1.5 | 10.0% | -14.4% |
| PPL NYSE PPL |
2.11% | 35.9% | 86.6% | 29.8 | 19.7 | 1.36 | 41.4% | 20.4% |
| PCG NYSE PG&E |
6.24% | 4.83% | 105% | 14.8 | 11.4 | 1 | 69.2% | 50.8% |
| EOAN XETRA E.ON SE |
13.6% | 14% | 100% | 8.01 | 12.1 | 0.25 | -9.40% | 26.8% |
| EVRG NASDAQ Evergy |
0.89% | 36.8% | 46.5% | 17.9 | 16.8 | 1.82 | -2.90% | -20.2% |
| FE NYSE FirstEnergy |
2.45% | 10% | 21.4% | 23.6 | 14.5 | 1.12 | -21.2% | -7.7% |
| EIX NYSE Edison International |
8.41% | -11.9% | 38.9% | 17.6 | 9.62 | 0.64 | 36.2% | 11.5% |
Performance Comparison: SO vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for SO
| Total Return (including Dividends) | SO | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 0.50% | 0.82% | -3.01% |
| 3 Months | 12.19% | 4.87% | -3.15% |
| 12 Months | 32.41% | 25.23% | 10.19% |
| 5 Years | 100.91% | 66.49% | 129.24% |
| Trend Score (consistency of price movement) | SO | XLU | S&P 500 |
| 1 Month | 25.6% | 65.1% | -5.5% |
| 3 Months | 91.7% | 38.9% | -58.4% |
| 12 Months | 72.0% | 78.3% | 84.1% |
| 5 Years | 92.4% | 77.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #43 | -0.33% | 3.61% |
| 3 Month | #29 | 6.98% | 15.8% |
| 12 Month | #21 | 5.74% | 20.2% |
| 5 Years | #25 | 20.7% | -12.4% |
FAQs
Does SO Southern outperforms the market?
Yes,
over the last 12 months SO made 32.41%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 25.23%.
Over the last 3 months SO made 12.19%, while XLU made 4.87%.
Over the last 3 months SO made 12.19%, while XLU made 4.87%.
Performance Comparison SO vs Indeces and Sectors
SO vs. Indices SO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.24% | 3.51% | 1.49% | 22.2% |
| US NASDAQ 100 | QQQ | 4.22% | 4.56% | 2.26% | 23.8% |
| US Dow Jones Industrial 30 | DIA | 3.04% | 2.64% | 0.57% | 22.9% |
| German DAX 40 | DAX | 4.54% | 3.88% | -15.3% | 10.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.53% | 0.27% | 16.7% | 23.3% |
| Hongkong Hang Seng | HSI | 1.27% | -2.27% | 10.7% | 15.1% |
| India NIFTY 50 | INDA | 2.21% | -7.37% | 11.8% | 31.7% |
| Brasil Bovespa | EWZ | 3.13% | -7.79% | 9.49% | 44.2% |
SO vs. Sectors SO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.78% | 4.31% | -6.62% | 13.2% |
| Consumer Discretionary | XLY | 2.48% | 4.33% | -1.87% | 18.4% |
| Consumer Staples | XLP | 0.45% | 2.34% | 0.65% | 21.4% |
| Energy | XLE | 2.15% | -7.52% | -4.09% | 31.6% |
| Financial | XLF | 2.76% | 3.20% | -10.7% | 10.2% |
| Health Care | XLV | 2.82% | 3.66% | 6.19% | 30.7% |
| Industrial | XLI | 2.93% | 1.19% | 2.20% | 23.9% |
| Materials | XLB | 2.14% | -0.01% | 9.60% | 36.4% |
| Real Estate | XLRE | 1.20% | 3.19% | 4.61% | 19.1% |
| Technology | XLK | 4.37% | 4.51% | 6.61% | 30.4% |
| Utilities | XLU | -0.05% | -0.32% | 2.37% | 7.18% |
| Aerospace & Defense | XAR | 3.84% | -0.78% | -2.43% | 11.5% |
| Biotech | XBI | 7.80% | 6.35% | 19.2% | 43.4% |
| Homebuilder | XHB | 2.74% | 0.35% | 20.9% | 40.1% |
| Retail | XRT | 0.94% | 1.0% | 5.57% | 37.2% |