Annual ROE
11.85%0.81%+7.34%
Summary
- Current Value
- As of today, SO annual ROE is 11.85%, up +7.34% on
- Historical Performance
- SO annual ROE is up +67.14% over the past 3 years, and down -23.35% over the past 5 years
- All-Time High Comparison
- SO annual ROE is currently -23.35% below its historical high of 15.46% set on
- 3-Year Low Comparison
- SO annual ROE is +15.95% above its 3-year low of 10.22% reached on an earlier date
- Sector Comparison
- SO annual ROE is higher than 82.30% of companies in Utilities sector
ROE Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROE | 11.85% | +7.3% | +67.1% | -23.4% | +5.2% | |
| Quarterly ROE | 11.52% | -10.1% | +17.8% | +17.9% | -11.9% | |
| Price | $86.27 | +6.4% | +20.4% | +41.1% | +126.5% | |
| PE Ratio | 21.45 | +5.6% | -2.0% | +2.3% | +33.0% | |
| 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 Shareholders Equity | $33.21B | +5.6% | +17.9% | +19.5% | +108.1% | |
| Annual ROA | 2.99% | +6.4% | +62.5% | -25.8% | -12.1% |
ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 11.85% | at high | |
| 5Y | 11.85% | at high | |
| All | 15.46% | -23.4% |
ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | 10.22% | N/A | +15.9% |
| 5Y | 7.09% | +67.1% | |
| All | 3.51% | +237.6% |
ROE History
FAQ
What is the current annual ROE of SO?
As of today, SO annual ROE is 11.85%
What is 1-year change in SO annual ROE?
SO annual ROE is up +7.34% year-over-year
What is 3-year change in SO annual ROE?
SO annual ROE is up +67.14% over the past 3 years
How far is SO annual ROE from its all-time high?
SO annual ROE is currently -23.35% below its historical high of 15.46% set on December 31, 2019
How does SO annual ROE rank versus sector peers?
SO annual ROE is higher than 82.30% of companies in Utilities sector
When is SO next annual earnings release?
The next annual earnings release for SO is on
Quarterly ROE
11.52%0.33%+2.95%
Summary
- Current Value
- As of today, SO quarterly ROE is 11.52%, up +2.95% on
- Historical Performance
- SO quarterly ROE is down -10.07% year-over-year, and up +17.79% over the past 3 years
- All-Time High Comparison
- SO quarterly ROE is currently -26.01% below its historical high of 15.57% set on
- 3-Year Low Comparison
- SO quarterly ROE is +38.13% above its 3-year low of 8.34% reached on
- Sector Comparison
- SO quarterly ROE is higher than 77.68% of companies in Utilities sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROE | 11.52% | +3.0% | -10.1% | +17.8% | +17.9% | |
| Annual ROE | 11.85% | – | +7.3% | +67.1% | -23.4% | |
| Price | $86.27 | -10.5% | +6.4% | +20.4% | +41.1% | |
| PE Ratio | 21.45 | -10.5% | +5.6% | -2.0% | +2.3% | |
| 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 Shareholders Equity | $35.00B | +2.9% | +5.1% | +11.2% | +22.5% | |
| Quarterly ROA | 2.91% | +2.8% | -10.7% | +15.0% | +10.2% |
Quarterly ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 12.21% | -5.7% | |
| 3Y | 12.81% | -10.1% | |
| 5Y | 12.81% | -10.1% | |
| All | 15.57% | -26.0% |
Quarterly ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 11.19% | +3.0% | |
| 3Y | 8.34% | +38.1% | |
| 5Y | 6.63% | +73.8% | |
| All | 2.48% | +364.5% |
Quarterly ROE History
FAQ
What is the current quarterly ROE of SO?
As of today, SO quarterly ROE is 11.52%
What is SO quarterly ROE most recent change?
SO quarterly ROE was up +2.95% on September 30, 2025
What is 1-year change in SO quarterly ROE?
SO quarterly ROE is down -10.07% year-over-year
How far is SO quarterly ROE from its all-time high?
SO quarterly ROE is currently -26.01% below its historical high of 15.57% set on September 30, 2005
How does SO quarterly ROE rank versus sector peers?
SO quarterly ROE is higher than 77.68% of companies in Utilities sector
When is SO next earnings release?
The next earnings release for SO is on
ROE Formula
ROE = Net Income
Shareholders Equity × 100%
Shareholders Equity × 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