The Southern Company
SO Utilities Regulated Electric NYSE
$97.48
+$0.28 (+0.29%)
Open: $97.35 | High: $97.93 | Low: $96.04 | Prev Close: $97.20
Market Cap: $109.12B
Volume: 4.9M | Avg: 6.2M
Last updated: March 09, 2026 at 02:04 AMInvestment Rating
Neutral
Overall Score: 60/100
Rating Breakdown:
Stock Score Analysis
Stock Score: 520
Comprehensive Quality Assessment
Component Breakdown:
Valuation Metrics
| P/E Ratio | 24.87 |
| P/B Ratio | 2.99 |
| P/S Ratio | 3.69 |
| EPS | $3.92 |
| Beta | 0.41 |
| Shares Outstanding | 1.12B |
| 52-Week High | $100.84 |
| 52-Week Low | $83.09 |
| SMA 50 | $90.60 |
| SMA 200 | $91.67 |
| Dividend Yield | 3.04% |
| Annual Dividend | $2.96 |
| Next Earnings | April 30, 2026 01:30 PM ET |
Financial Ratios
| Gross Margin | 43.5% |
| Operating Margin | 24.6% |
| Net Margin | 14.7% |
| ROE | 12.5% |
| ROA | 2.8% |
| Debt/Equity | 1.83 |
| Current Ratio | 0.65 |
| Quick Ratio | 0.45 |
Balance Sheet
| Total Assets | $155.72B |
| Total Liabilities | $116.85B |
| Total Equity | $36.02B |
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| Cash | $1.64B |
| Total Debt | $65.82B |
| Net Debt | $64.18B |
Income Statement
| Revenue | $29.55B |
| Gross Profit | $8.81B |
| Operating Income | $7.27B |
| Net Income | $4.34B |
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| EBITDA | $14.33B |
| Revenue/Share | $26.79 |
Cash Flow
| Operating CF | $9.80B |
| CapEx | $13.39B |
| Free Cash Flow | $-3,590,000,000 |
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| Book Value/Share | $35.24 |
| Tangible Book/Share | $30.29 |
| Equity/Share | $32.65 |
Technical Indicators
| RSI (14) | 58.38 Neutral |
| MACD |
1.91
Signal: 1.84
|
| Volatility | 18.80% |
| Trading Signal | Bullish |
Performance & Returns
| 1 Year | +8.94% |
| Sharpe Ratio | 0.26 Fair |
| Volatility (Ann.) | 14.75% Low Risk |
| SO (1Y) | +8.94% |
| S&P 500 (1Y) | +13.03% |
| Alpha (Excess Return) | -4.09% |
Sector Comparison (Utilities)
| Metric | SO | Sector Avg | Percentile |
|---|---|---|---|
| P/E Ratio | 24.87 | 25.37 | 67% |
| P/B Ratio | 2.99 | 3.74 | 80% |
| ROE (%) | 12.50% | 14.06% | 73% |
| Net Margin (%) | 14.69% | 13.94% | 63% |
| Stock Score | 520 | 518.0 | 50% |
| 1Y Return (%) | +8.94 % | +15.93 % | 27% |
📊 Historical Price Analysis (Last 200 Days)
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Technical Analysis
| Ticker | Close | SMA 5 | SMA 8 | SMA 13 | SMA 50 | SMA 200 | RSI (14) | MACD | Volatility (%) | Volume | Signal | SMA Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SO | $97.48 | $96.63 | $96.43 | $95.47 | $90.45 | $91.63 | 58.38 | 1.91 | 18.80% | 1446549 | Weak Short | Bullish Stack |
Candlestick Patterns
There wasn't any recognizable pattern for the SO stock
News Sentiment
| 📊 Ticker | 📰 Headline | 💭 Sentiment | 📡 Source | 🔗 URL |
|---|---|---|---|---|
| SO | Southern Company (The) (SO) Is a Trending Stock: Facts to Know Before Betting on It | Neutral | zacks.com | Read More |
| SO | AH Realty Trust Executes 4,000-Square-Foot Lease at Southern Post With Atlanta Golf & Social | Neutral | globenewswire.com | Read More |
| SO | Digital Realty Enters Portugal, Boosts Southern Europe Data Hub | Neutral | zacks.com | Read More |
| SO | Helio Corporation Concludes Southern U.S. Investor Roadshow and Announces Upcoming Florida Investor Meetings and NIBA Conference Participation | Neutral | newsfilecorp.com | Read More |
| SO | Mississippi Power names Meridian native Fredie Carmichael vice president of Customer Solutions and Corporate Communications | Neutral | prnewswire.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 |
Similar Stocks (Utilities - Regulated Electric)
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