Annual ROA
2.99%0.18%+6.41%
Summary
- Current Value
- As of today, SO annual ROA is 2.99%, up +6.41% on
- Historical Performance
- SO annual ROA is up +62.50% over the past 3 years, and down -25.81% over the past 5 years
- All-Time High Comparison
- SO annual ROA is currently -50.25% below its historical high of 6.01% set on
- 3-Year Low Comparison
- SO annual ROA is +14.56% above its 3-year low of 2.61% reached on an earlier date
- Sector Comparison
- SO annual ROA is higher than 66.37% of companies in Utilities sector
ROA Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROA | 2.99% | +6.4% | +62.5% | -25.8% | -12.1% | |
| Quarterly ROA | 2.91% | -10.7% | +15.0% | +10.2% | -28.1% | |
| Price | $87.22 | +5.1% | +21.8% | +41.7% | +129.0% | |
| PE Ratio | 21.68 | +4.2% | -1.0% | +2.7% | +34.4% | |
| Annual Revenue | $26.72B | +5.8% | +15.0% | +26.1% | +69.8% | |
| Annual Net Income | $4.26B | +10.7% | +84.5% | -10.2% | +149.4% | |
| Annual Total Assets | $145.18B | +4.2% | +13.8% | +22.3% | +178.9% | |
| Annual ROE | 11.85% | +7.3% | +67.1% | -23.4% | +5.2% |
ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 2.99% | at high | |
| 5Y | 2.99% | at high | |
| All | 6.01% | -50.3% |
ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | 2.61% | N/A | +14.6% |
| 5Y | 1.84% | +62.5% | |
| All | 0.84% | +255.9% |
ROA History
FAQ
What is the current annual ROA of SO?
As of today, SO annual ROA is 2.99%
What is 1-year change in SO annual ROA?
SO annual ROA is up +6.41% year-over-year
What is 3-year change in SO annual ROA?
SO annual ROA is up +62.50% over the past 3 years
How far is SO annual ROA from its all-time high?
SO annual ROA is currently -50.25% below its historical high of 6.01% set on December 31, 1985
How does SO annual ROA rank versus sector peers?
SO annual ROA is higher than 66.37% of companies in Utilities sector
When is SO next annual earnings release?
The next annual earnings release for SO is on
Quarterly ROA
2.91%0.08%+2.83%
Summary
- Current Value
- As of today, SO quarterly ROA is 2.91%, up +2.83% on
- Historical Performance
- SO quarterly ROA is down -10.74% year-over-year, and up +15.02% over the past 3 years
- All-Time High Comparison
- SO quarterly ROA is currently -42.15% below its historical high of 5.03% set on
- 3-Year Low Comparison
- SO quarterly ROA is +35.35% above its 3-year low of 2.15% reached on
- Sector Comparison
- SO quarterly ROA is higher than 61.61% of companies in Utilities sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROA | 2.91% | +2.8% | -10.7% | +15.0% | +10.2% | |
| Annual ROA | 2.99% | – | +6.4% | +62.5% | -25.8% | |
| Price | $87.22 | -9.3% | +5.1% | +21.8% | +41.7% | |
| PE Ratio | 21.68 | -9.3% | +4.2% | -1.0% | +2.7% | |
| Quarterly Revenue | $7.82B | +12.2% | +7.5% | -6.6% | +38.5% | |
| Quarterly Net Income | $1.71B | +100.1% | +11.2% | +14.8% | +33.0% | |
| Quarterly Total Assets | $153.25B | +3.0% | +6.5% | +14.4% | +24.4% | |
| Quarterly ROE | 11.52% | +3.0% | -10.1% | +17.8% | +17.9% |
Quarterly ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 3.10% | -6.1% | |
| 3Y | 3.26% | -10.7% | |
| 5Y | 3.26% | -10.7% | |
| All | 5.03% | -42.1% |
Quarterly ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 2.83% | +2.8% | |
| 3Y | 2.15% | +35.4% | |
| 5Y | 1.73% | +68.2% | |
| All | 0.60% | +385.0% |
Quarterly ROA History
FAQ
What is the current quarterly ROA of SO?
As of today, SO quarterly ROA is 2.91%
What is SO quarterly ROA most recent change?
SO quarterly ROA was up +2.83% on September 30, 2025
What is 1-year change in SO quarterly ROA?
SO quarterly ROA is down -10.74% year-over-year
How far is SO quarterly ROA from its all-time high?
SO quarterly ROA is currently -42.15% below its historical high of 5.03% set on June 30, 2003
How does SO quarterly ROA rank versus sector peers?
SO quarterly ROA is higher than 61.61% of companies in Utilities sector
When is SO next earnings release?
The next earnings release for SO is on
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Data Sources & References
- SO Official Website www.southerncompany.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/92122/000009212225000084/0000092122-25-000084-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/92122/000009212225000018/0000092122-25-000018-index.htm
- SO Profile on Yahoo Finance finance.yahoo.com/quote/SO
- SO Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/so