Southern (SO) Equity Income (2009 - 2022)
Southern's Equity Income was $30 million in Q3 2021, down 9.1% from $33 million a year earlier.
Southern (SO) Equity Income (2009 - 2022) Analysis & Trends
On a trailing twelve-month basis, Southern's Equity Income was $83 million through Sep 30, 2021, down 43.5% year-over-year; for FY2020, it came in at $153 million, down 5.6% from FY2019.
- Equity Income shows a four-year compound annual growth rate of 26.9% (FY2016 to FY2020).
- In earlier years, Equity Income was $162 million in FY2019 (+9.5%), $148 million in FY2018 (+39.6%), $106 million in FY2017 (+79.7%) and $59 million in FY2016.
- Quarterly Equity Income has moved between -$40 million (Q2 2021) and $48 million (Q4 2020) over five years.
- Compared with a year earlier, Equity Income was higher in three of the last seven quarters, with an average decline of 2.8%.
- The best year-over-year quarter for Equity Income over five years was Q4 2018 (growth of 566.7%); the worst was Q4 2017 (a decline of 80.6%).
- Per Business Quant data, SO's Equity Income in the three quarters before Q3 2021 was -$40 million (Q2 2021), $45 million (Q1 2021) and $48 million (Q4 2020).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Wisconsin Electric Power | 99,216.00 Bn | 99,215.99 Bn | 911.30 Mn | - |
| 2 | Enel Chile | 301.57 Bn | 301.57 Bn | 1.33 Bn | 14.00 Mn |
| 3 | Nextera Energy | 180.93 Bn | 179.04 Bn | - | 293.00 Mn |
| 4 | Southern | 109.04 Bn | 101.70 Bn | 7.31 Bn | - |
| 5 | Duke Energy | 100.59 Bn | 99.24 Bn | 6.37 Bn | 22.00 Mn |
| 6 | National Grid | 86.94 Bn | 59.27 Bn | - | - |
| 7 | American Electric Power | 69.61 Bn | 68.67 Bn | 4.75 Bn | 25.00 Mn |
| 8 | Entergy | 53.37 Bn | 42.94 Bn | - | - |
| 9 | Sempra | 51.29 Bn | 84.11 Bn | - | 668.00 Mn |
| 10 | Xcel Energy | 50.89 Bn | 44.36 Bn | - | 77.00 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2022 | 34.00 Mn |
| Sep 30, 2021 | 30.00 Mn |
| Jun 30, 2021 | -40.00 Mn |
| Mar 31, 2021 | 45.00 Mn |
| Dec 31, 2020 | 48.00 Mn |
| Sep 30, 2020 | 33.00 Mn |
| Jun 30, 2020 | 30.00 Mn |
| Mar 31, 2020 | 42.00 Mn |
| Dec 31, 2019 | 42.00 Mn |
| Sep 30, 2019 | 39.00 Mn |
| Jun 30, 2019 | 33.00 Mn |
| Mar 31, 2019 | 48.00 Mn |
| Dec 31, 2018 | 40.00 Mn |
| Sep 30, 2018 | 36.00 Mn |
| Jun 30, 2018 | 31.00 Mn |
| Mar 31, 2018 | 41.00 Mn |
| Dec 31, 2017 | 6.00 Mn |
| Sep 30, 2017 | 32.00 Mn |
| Jun 30, 2017 | 28.00 Mn |
| Mar 31, 2017 | 39.00 Mn |
Southern Equity Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=equity-income&ticker=SO&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "equity-income", "ticker": "SO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=equity-income&ticker=SO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();