Southern Competitors
| SOJC Preferred Stock | USD 21.98 0.03 0.14% |
Correlation: Southern vs DTE Energy Snapshot
Very poor diversification
Across the chosen horizon, SOJC and DTE show a correlation of 0.89 and fall into the Very poor diversification bucket. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.
Moving together with Southern Preferred Stock
Moving against Southern Preferred Stock
Statistical evidence for mean reversion in Southern's can be observed through its tendency to revert following periods of extreme overvaluation or undervaluation relative to peers or its own historical range.
Southern Competition Correlation Matrix
Correlation analysis between Southern Co and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.
Risk-Adjusted Indicators
There is a big difference between Southern Preferred Stock performing well and Southern Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Southern's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| FTS | 0.72 | 0.18 | 0.36 | -0.40 | 0.46 | 1.40 | 4.38 | |||
| PPL | 0.88 | 0.16 | 0.22 | -4.20 | 0.86 | 1.71 | 5.31 | |||
| FE | 0.67 | 0.19 | 0.31 | -1.15 | 0.44 | 1.79 | 4.08 | |||
| EBR | 2.20 | 0.42 | 0.10 | -0.30 | 4.49 | 2.80 | 32.39 | |||
| AEE | 0.71 | 0.16 | 0.24 | -2.70 | 0.67 | 1.49 | 5.15 | |||
| ES | 0.96 | 0.17 | 0.19 | -1.42 | 0.98 | 2.48 | 6.67 | |||
| CMS | 0.70 | 0.12 | 0.20 | -1.09 | 0.71 | 1.32 | 3.92 | |||
| DTE | 0.72 | 0.18 | 0.25 | -1.41 | 0.64 | 1.69 | 4.29 |
Southern Competitive Analysis
Placing Southern next to Fortis, PPL, and FirstEnergy puts raw numbers into competitive context. A 21.39 B valuation paired with 29.28 B in revenue sets the baseline. Southern pulls in 29.28 B in revenue while the other reports 12.17 B. Valuation multiples differ: Southern at 28.69x P/E versus PPL at 15.30x, suggesting different growth expectations. Southern is dwarfed by FirstEnergy on market cap at 29.37 B versus 21.39 B.| Better Than Average | Worse Than Peers | View Performance Chart |
Peer Performance Charts
How to Analyze Southern Against Peers
Southern's peer analysis compares Southern with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Southern trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Southern leads or lags and what catalysts could close or widen the gap.