Southern (SO) Return on Assets [ROA] (2010 - 2026)
Southern (SO) posted Return on Assets [ROA] of 2.87% for Q2 2026, up 0.09 percentage points from 2.78% a year earlier and up 0.16 percentage points from the prior quarter.
Powered by 
Analysis
Southern (SO) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2025, Southern's Return on Assets [ROA] came in at 2.77%, down 0.22 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of +0.20 percentage points (FY2020 to FY2025).
- In prior years, Southern's Return on Assets [ROA] was 2.99% in FY2024 (+0.19 pp), 2.81% in FY2023 (+0.19 pp), 2.61% in FY2022 (+0.77 pp) and 1.84% in FY2021 (-0.72 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Assets [ROA] since Q1 2025.
- On a year-over-year basis, Return on Assets [ROA] increased in four of the last eight quarters, with an average year-over-year change of +0.01 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2024, with a gain of 1.09 percentage points; the weakest was Q1 2022, with a drop of 1.00 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 2.71% (Q1 2026), 2.70% (Q4 2025) and 2.84% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 172.18 Bn | 170.30 Bn | - | 4.09% |
| 2 | Southern | 106.86 Bn | 97.91 Bn | 5.92 Bn | 2.87% |
| 3 | Duke Energy | 97.23 Bn | 95.83 Bn | 6.74 Bn | 2.66% |
| 4 | National Grid | 85.13 Bn | 57.46 Bn | - | - |
| 5 | American Electric Power | 70.60 Bn | 68.98 Bn | 3.84 Bn | 2.66% |
| 6 | Dominion Energy | 57.38 Bn | 60.06 Bn | - | 2.08% |
| 7 | Sempra | 54.97 Bn | 54.10 Bn | 2.89 Bn | 2.38% |
| 8 | Entergy | 50.09 Bn | 39.27 Bn | - | 2.35% |
| 9 | Xcel Energy | 48.73 Bn | 43.64 Bn | - | 2.60% |
| 10 | Exelon | 45.85 Bn | 41.17 Bn | - | 2.34% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.87% |
| Mar 31, 2026 | 2.71% |
| Dec 31, 2025 | 2.70% |
| Sep 30, 2025 | 2.84% |
| Jun 30, 2025 | 2.78% |
| Mar 31, 2025 | 3.04% |
| Dec 31, 2024 | 2.95% |
| Sep 30, 2024 | 3.21% |
| Jun 30, 2024 | 3.18% |
| Mar 31, 2024 | 2.95% |
| Dec 31, 2023 | 2.77% |
| Sep 30, 2023 | 2.12% |
| Jun 30, 2023 | 2.19% |
| Mar 31, 2023 | 2.40% |
| Dec 31, 2022 | 2.55% |
| Sep 30, 2022 | 2.48% |
| Jun 30, 2022 | 2.24% |
| Mar 31, 2022 | 1.71% |
| Dec 31, 2021 | 1.81% |
| Sep 30, 2021 | 2.32% |
API Access
Southern Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=SO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=SO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();