Company / Return on Assets (ROA)
SOUTHERN CO Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.5%
FY2025
5-year range
1.7% / 3.9%
FY2021-FY2025
Trend
+3.7%
vs FY2024
Sector context
Sector data unavailable
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What the data says
Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.8% in FY2019 to 3.9% in FY2021.
Based on SEC 10-K filings.
2.5% in FY2025 with a 5-year CAGR of +0.6%.
Improved from 1.7% to 2.5% over the past 2 years.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.1pp
- 5-Year Change
- +0.6pp
- 10-Year Change
- -
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 3.7% year-over-year.
- Peak return on assets (roa) was recorded in FY2021.
- Lowest return on assets (roa) in the period was in FY2019.
Company context
Key Data Points
- Altman Z-Score 0.38 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.5% | +3.7% |
| FY2024 | 2.5% | +43.9% |
| FY2023 | 1.7% | -29.6% |
| FY2022 | 2.4% | -37.0% |
| FY2021 | 3.9% | +99.0% |
| FY2020 | 1.9% | +145.6% |
| FY2019 | 0.8% | -7.1% |
| FY2018 | 0.9% | -61.7% |
| FY2017 | 2.2% | -14.3% |
| FY2016 | 2.6% | +6.6% |
As of FY2025 · SEC 10-K · Updated Jun 28, 2026