Southern (SO) Return on Equity [ROE] (2009 - 2026)
Southern (SO) posted Return on Equity [ROE] of 9.35% for Q2 2026, up 0.17 percentage points from 9.18% a year earlier but down 1.81 percentage points from the prior quarter.
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Analysis
Southern (SO) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025, Southern's Return on Equity [ROE] came in at 11.48%, down 0.37 percentage points from FY2024.
- Annual Return on Equity [ROE] shows a five-year change of +1.78 percentage points (FY2020 to FY2025).
- In prior years, Southern's Return on Equity [ROE] was 11.85% in FY2024 (+0.81 pp), 11.04% in FY2023 (+0.77 pp), 10.26% in FY2022 (+3.10 pp) and 7.16% in FY2021 (-2.54 pp).
- Quarterly Return on Equity [ROE] has run from a low of 6.76% in Q1 2022 to a high of 12.57% in Q3 2024 over five years.
- On a year-over-year basis, Return on Equity [ROE] increased in four of the last eight quarters, with an average year-over-year change of -0.28 percentage points.
- The strongest year-over-year quarter for Return on Equity [ROE] in the past five years was Q3 2024, with a gain of 4.24 percentage points; the weakest was Q1 2022, with a drop of 3.55 percentage points.
- According to Business Quant data, Return on Equity [ROE] for the three prior quarters was 11.17% (Q1 2026), 11.23% (Q4 2025) and 9.45% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Enel Chile | 287.73 Bn | 287.73 Bn | 890.00 Mn | 50.21% |
| 2 | Nextera Energy | 160.25 Bn | 161.15 Bn | - | 11.19% |
| 3 | Southern | 96.31 Bn | 87.36 Bn | 5.92 Bn | 9.35% |
| 4 | Duke Energy | 88.79 Bn | 87.40 Bn | 6.74 Bn | 9.58% |
| 5 | National Grid | 79.16 Bn | 60.69 Bn | - | - |
| 6 | American Electric Power | 65.09 Bn | 63.47 Bn | 3.84 Bn | 9.61% |
| 7 | Dominion Energy | 53.95 Bn | 56.63 Bn | - | 7.43% |
| 8 | Sempra | 51.22 Bn | 50.35 Bn | 2.89 Bn | 6.86% |
| 9 | Entergy | 47.09 Bn | 36.28 Bn | - | 10.17% |
| 10 | Xcel Energy | 44.58 Bn | 39.49 Bn | - | 9.33% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.35% |
| Mar 31, 2026 | 11.17% |
| Dec 31, 2025 | 11.23% |
| Sep 30, 2025 | 9.45% |
| Jun 30, 2025 | 9.18% |
| Mar 31, 2025 | 12.07% |
| Dec 31, 2024 | 11.58% |
| Sep 30, 2024 | 12.57% |
| Jun 30, 2024 | 12.51% |
| Mar 31, 2024 | 11.64% |
| Dec 31, 2023 | 10.92% |
| Sep 30, 2023 | 8.34% |
| Jun 30, 2023 | 8.59% |
| Mar 31, 2023 | 9.37% |
| Dec 31, 2022 | 9.80% |
| Sep 30, 2022 | 9.59% |
| Jun 30, 2022 | 8.86% |
| Mar 31, 2022 | 6.76% |
| Dec 31, 2021 | 7.05% |
| Sep 30, 2021 | 8.94% |
API Access
Southern Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=SO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=SO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();