SO - Southern Company Stock Analysis
Southern Company (SO) is a publicly traded company listed on the NYSE. It operates in the Utilities - Regulated Electric industry, part of the broader Utilities sector. The company has a market capitalization of 97.89B, generates annual revenue of 28.91B, and reports net income of 4.46B. As of the latest data, the stock is trading at 88.90 USD.
From a valuation and risk perspective, the stock presents the following profile: The stock is moderately valued and aligns with market expectations for established companies. The PEG ratio is above 2, which could imply the stock is overvalued based on its growth outlook. The company is highly leveraged, which may pose risks during economic downturns or periods of rising interest rates. The stock offers a moderate dividend yield (3.32%), which may appeal to income-focused investors. This stock tends to be less volatile than the overall market, often preferred by conservative investors.
Analyst recommendation stands at Hold (3.5), indicating current market sentiment. Institutional ownership is reported at 73.34%, reflecting confidence from large investors. Over the last 12 months, the stock has shown a performance of 7.97%, trading within a 52-week range of 81.96 - 100.83.
SO - Southern Company
88.90
Analyst Consensus
Hold 3.5
SO – Analyst Rating Summary
- Strong Buy: 5
- Buy: 8
- Hold: 17
- Sell: 2
- Strong Sell: 0
- Total Analysts: 32
| Index: | S&P 500 | P/E: | 22.10 | EPS (ttm): | 4.02 | Insider Own: | 0.11% | Shs Outstand: | 1.10B | Perf Week: | 2.17% |
| Market Cap: | 97.89B | Forward P/E: | 19.43 | EPS next Y: | 4.58 | Insider Trans: | -1.76% | Shs Float: | 1.10B | Perf Month: | 3.72% |
| Income(ttm): | 4.46B | PEG: | 2.89 | EPS next Q: | 0.57 | Inst Own: | 73.34% | Short Float: | 2.43% | Perf Quarter: | -9.68% |
| Revenue(ttm): | 28.91B | P/S: | 3.39 | EPS this Y: | 5.90% | Inst Trans: | 2.73% | Short Ratio: | 4.68 | Perf Half Y: | -5.53% |
| Book/sh: | 31.79 | P/B: | 2.80 | EPS next Y: | 6.68% | ROA: | 3.00% | Short Interest: | 26.71M | Perf Year: | 7.97% |
| Cash/sh: | 3.04 | P/C: | 29.29 | EPS next 5Y: | 6.73% | ROE: | 13.06% | 52W Range: | 81.96 - 100.83 | Perf YTD: | 1.95% |
| Dividend Est.: | 2.95 (3.32%) | P/FCF: | - | EPS past 3/5Y: | 21.25% -2.34% | ROIC: | 4.42% | 52W High: | 100.83 -11.84% | Beta: | 0.44 |
| Dividend TTM: | 2.94 (3.31%) | Quick Ratio: | 0.56 | Sales past 3/5Y: | 4.78% 4.75% | Gross Margin: | 30.48% | 52W Low: | 81.96 8.47% | Perf 5Y: | 45.24% |
| Dividend Ex-Date: | Nov 17, 2025 | Current Ratio: | 0.75 | EPS Y/Y TTM: | -6.05% | Oper. Margin: | 25.22% | RSI (14): | 58.63 | Volatility: | 1.42% 1.37% |
| Employees: | 28600 | Debt/Eq: | 2.11 | Sales Y/Y TTM: | 9.40% | Profit Margin: | 15.42% | Recom: | 2.77 | Target Price: | 96.92 |
| Option/Short: | Yes / Yes | LT Debt/Eq: | 1.88 | EPS Q/Q: | 10.76% | Payout: | 71.61% | Rel Volume: | 0.88 | Prev Close: | 88.78 |
| Sales Surprise: | 2.71% | EPS Surprise: | 6.13% | Sales Q/Q: | 7.55% | Earnings: | Oct 30 BMO | Avg Volume: | 5.71M | Price: | 88.90 |
| SMA20: | 1.97% | SMA50: | 0.94% | SMA200: | -2.61% | Undervalued: 9.02% | Volume: | 5,031,514 | Change: | 0.14% | |
Graham Classic formula value: 79.27
(P/E=8 * 1g) Min value: 53.17
(current P/E * 2g) Max value: 128.36
Average value: 86.93
About Southern Company
The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.
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