Company / Return on Equity (ROE)
Southern Company Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
12.0%
FY2025
5-year range
8.3% / 13.3%
FY2021-FY2025
Trend
-9.1%
vs FY2024
Sector context
#16 of 68
Utilities
What the data says
Southern Company's return on equity (roe) of 12.0% is higher than 76% of companies in the Utilities sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 3.8% in FY2018 to 17.3% in FY2019.
Based on SEC 10-K filings.
12.0% in FY2025 with a 5-year CAGR of +1.0%. Top quartile in the Utilities sector.
Declined from 12.6% to 12.0% over the past 2 years.
Utilities sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +0.8pp
- 5-Year Change
- +1.0pp
- 10-Year Change
- -
Sector benchmark
+240.2% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 9.1% year-over-year.
- Currently 8.5pp above the Utilities sector average.
- Peak return on equity (roe) was recorded in FY2019.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 12.0% | -9.1% |
| FY2024 | 13.3% | +4.8% |
| FY2023 | 12.6% | +12.2% |
| FY2022 | 11.3% | +36.1% |
| FY2021 | 8.3% | -25.3% |
| FY2020 | 11.1% | -35.7% |
| FY2019 | 17.3% | +355.1% |
| FY2018 | 3.8% | -1.0% |
| FY2017 | 3.8% | -62.5% |
| FY2016 | 10.2% | -13.6% |
As of FY2025 · SEC 10-K · Updated Mar 14, 2026