The Southern Company

SO Utilities Regulated Electric NYSE

$88.18

+$0.64 (+0.73%)

Open: $88.00 | High: $89.04 | Low: $88.00 | Prev Close: $87.54

Market Cap: $97.10B

Volume: 2.4M | Avg: 6.0M

Last updated: January 26, 2026 at 06:05 PM
Investment Rating
B-

Neutral

Overall Score: 60/100


Rating Breakdown:
DCF Score 3/5
60%
Neutral
ROE Score 4/5
80%
Buy
ROA Score 3/5
60%
Neutral
D/E Score 1/5
20%
Strong Sell
P/E Score 2/5
40%
Sell
P/B Score 2/5
40%
Sell

Stock Score Analysis
E

Stock Score: 450

Comprehensive Quality Assessment


Component Breakdown:
Efficiency 20
Financial Health 55
Growth 35
Market Sentiment 10
Risk 5
Lower is better
Valuation 25
Momentum 0

Valuation Metrics
Valuation Ratios
P/E Ratio 21.94
P/B Ratio 2.78
P/S Ratio 3.36
EPS $4.02
Beta 0.45
Shares Outstanding 1.10B

Price Range & Moving Averages
52-Week High $100.84
52-Week Low $82.69
SMA 50 $87.85
SMA 200 $91.25

Dividend Information
Dividend Yield 3.33%
Annual Dividend $2.94

Earnings
Next Earnings February 19, 2026 01:30 PM ET
Financial Ratios
Margins
Gross Margin 49.1%
Operating Margin 25.7%
Net Margin 15.4%

Returns
ROE 13.1%
ROA 2.9%

Liquidity & Leverage
Debt/Equity 2.11
Current Ratio 0.75
Quick Ratio 0.56
Balance Sheet
Total Assets $145.18B
Total Liabilities $108.51B
Total Equity $33.21B

Cash $1.07B
Total Debt $66.28B
Net Debt $65.21B
Income Statement
Revenue $26.72B
Gross Profit $13.34B
Operating Income $7.07B
Net Income $4.40B

EBITDA $13.24B
Revenue/Share $26.24
Cash Flow
Operating CF $9.79B
CapEx $8.96B
Free Cash Flow $833.00M

Book Value/Share $34.73
Tangible Book/Share $29.77
Equity/Share $31.76
Technical Indicators
RSI (14) 50.00 Neutral
MACD
0.00 Signal: 0.00
Volatility 0.00%
Trading Signal Neutral
Performance & Returns

Insufficient historical data

Insufficient historical data (need 200+ days, have 0)
Sector Comparison (Utilities)
Compared to 29 peers in Utilities
Metric SO Sector Avg Percentile
P/E Ratio 21.94 24.7 60%
P/B Ratio 2.78 3.58 80%
ROE (%) 13.11% 14.08% 77%
Net Margin (%) 15.42% 13.03% 67%
Stock Score 450 421.0 73%
Percentile: 0% = worst in sector, 100% = best in sector
Technical Analysis
Ticker Close SMA 5 SMA 8 SMA 13 SMA 50 SMA 200 RSI (14) MACD Volatility (%) Volume Signal SMA Decision
SO $88.18 $0.00 $0.00 $0.00 $0.00 $0.00 50.00 0.00 0.00% 0 Neutral Mixed
Candlestick Patterns

There wasn't any recognizable pattern for the SO stock

News Sentiment
📊 Ticker 📰 Headline 💭 Sentiment 📡 Source 🔗 URL
SO Georgia Power restores power to nearly all customers impacted by Winter Storm Fern Neutral prnewswire.com Read More
SO Former Newcrest CEO Ian Smith Joins Southern Cross Gold Board Neutral newsfilecorp.com Read More
SO The AI Energy Trade: Can Utility Stocks Be Winners in 2026? (NEE, SO, D) Neutral fool.com Read More
SO Southern Company (The) (NYSE:SO) Receives Consensus Recommendation of “Hold” from Analysts Neutral defenseworld.net Read More
SO Southern Co. (SO) Stock Falls Amid Market Uptick: What Investors Need to Know Negative zacks.com Read More
Recent Insider Trading

No recent insider trading data available for SO

Company Information

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.


CEO Christopher C. Womack
Employees 28314
Country US
IPO Date 1981-12-31
Exchange NYSE
Website https://www.southerncompany.com
Sector Utilities
Industry Regulated Electric
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Rating Metrics Explained
DCF Score (Discounted Cash Flow)

Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.

ROE Score (Return on Equity)

Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.

ROA Score (Return on Assets)

Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.

D/E Score (Debt-to-Equity)

Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.

P/E Score (Price-to-Earnings)

Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.

P/B Score (Price-to-Book)

Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.


Rating Recommendations:

Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:

  • Strong Buy (5/5): Excellent score - strong positive indicator
    • The metric significantly outperforms industry averages (top 20% of companies)
    • Indicates exceptional financial health or attractive valuation in that category
  • Buy (4/5): Good score - positive indicator
    • Above-average performance (top 40% of companies)
    • Shows strong fundamentals with room for improvement
  • Neutral (3/5): Average score - neutral indicator
    • Performance in line with industry median (middle 20%)
    • Neither significantly positive nor negative signal
  • Sell (2/5): Below average - negative indicator
    • Below-average performance (bottom 40% of companies)
    • Suggests weakness in this particular metric
  • Strong Sell (1/5): Poor score - strong negative indicator
    • Significantly underperforms industry (bottom 20%)
    • Indicates potential risk or overvaluation in that category
Note: The overall rating combines all six component scores to provide a comprehensive investment assessment. No single metric should be used in isolation for investment decisions.