Company / Return on Assets (ROA)
Southern Company Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.8%
FY2025
5-year range
1.8% / 3.0%
FY2021-FY2025
Trend
-7.9%
vs FY2024
Sector context
#32 of 72
Utilities
What the data says
At 2.8%, Southern Company's return on assets (roa) ranks #32 of 72 in the Utilities sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.8% in FY2018 to 4.0% in FY2019.
Based on SEC 10-K filings.
2.8% in FY2025 with a 5-year CAGR of +0.3%.
Declined from 2.9% to 2.8% over the past 2 years.
Utilities sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.3pp
- 5-Year Change
- +0.3pp
- 10-Year Change
- -
Sector benchmark
#32 of 72 in UtilitiesTop 44% of 72This company 2.8% Sector average 2.5%
▼
+11.3% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 7.9% year-over-year.
- Currently 0.3pp above the Utilities sector average.
- Peak return on assets (roa) was recorded in FY2019.
- Lowest return on assets (roa) in the period was in FY2018.
Company context
Key Data Points
- Altman Z-Score 0.51 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.8% | -7.9% |
| FY2024 | 3.0% | +6.3% |
| FY2023 | 2.9% | +12.2% |
| FY2022 | 2.5% | +40.3% |
| FY2021 | 1.8% | -28.2% |
| FY2020 | 2.5% | -37.0% |
| FY2019 | 4.0% | +400.0% |
| FY2018 | 0.8% | -3.6% |
| FY2017 | 0.8% | -64.1% |
| FY2016 | 2.3% | -25.7% |
As of FY2025 · SEC 10-K · Updated Mar 14, 2026