SO

Southern Company (The)

  • sector: Utilities
  • exchange: NYSE
  • in 4 Arithmos indices

Indices that include SO 4/4

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  1. #1

    Defensive US Core 20

    SO · 7.14%LLYWMTUNHCOST+9 more

    Southern Company — 3.3% dividend yield; Utilities.

    CAGR
    14.1%
    Sharpe
    0.84
    max DD
    -25.9%
  2. #2

    Recession-Resilient US Defensive 20 — Equal-Weighted

    SO · 5.00%JNJABBVUNHMRK+15 more

    Regulated electric utility serving Southeast with predictable rate-base growth; 48% gross margin, 11% ROE, and 3.3% dividend yield demonstrate consistent cash generation. Equal-weighted per user specification.

    CAGR
    8.6%
    Sharpe
    0.57
    max DD
    -26.3%
  3. #3

    Recession-Resilient US Defensive 20 — Equal-Weighted

    SO · 5.00%PGKOPEPCL+15 more

    Major southeastern utility with $104B market cap and 10% revenue growth. Equal-weighted at 5%; regulated rate base ensures consistent free cash flow regardless of economic conditions.

    CAGR
    2.5%
    Sharpe
    0.20
    max DD
    -14.2%
  4. #4

    AI Power Grid Index

    SO · 5.00%CEGVSTNEEGEV+7 more

    Vogtle nuclear expansion serving Southeast data-center growth.

    CAGR
    –
    Sharpe
    –
    max DD
    –

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Performance figures are simulated backtests, not live returns. Past performance does not predict future results. Arithmos is a research and data tool, not investment advice.

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