Company / Return on Equity (ROE)
SOUTHERN CO Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
10.8%
FY2025
5-year range
7.3% / 17.0%
FY2021-FY2025
Trend
+5.0%
vs FY2024
Sector context
Sector data unavailable
Latest sector comparison
What the data says
Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 3.4% in FY2019 to 17.0% in FY2021.
Based on SEC 10-K filings.
10.8% in FY2025 with a 5-year CAGR of +2.6%.
Improved from 7.3% to 10.8% over the past 2 years.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +0.6pp
- 5-Year Change
- +2.6pp
- 10-Year Change
- -
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 5.0% year-over-year.
- Peak return on equity (roe) was recorded in FY2021.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 10.8% | +5.0% |
| FY2024 | 10.3% | +40.6% |
| FY2023 | 7.3% | -28.0% |
| FY2022 | 10.2% | -40.1% |
| FY2021 | 17.0% | +107.1% |
| FY2020 | 8.2% | +143.9% |
| FY2019 | 3.4% | -11.1% |
| FY2018 | 3.8% | -62.4% |
| FY2017 | 10.1% | +22.9% |
| FY2016 | 8.2% | -1.2% |
As of FY2025 · SEC 10-K · Updated Jun 28, 2026