FairValu
SOUTHERN CO

SOUTHERN CO

SONYSE

Utilities - Regulated Electric • Utilities

Current Price
$88.250.00%
Market Cap
$101.52B
Shares Outstanding: 1.15B
Volume
-
Avg Vol (3M): -
Next Earnings
-
52 Week Range
Low: $--High: $--

Comprehensive AI Analysis

Strategic AI Analysis for SO

Checking whether the approved providers contain enough current financial data for a reliable report.

Summary

Source-linked company research for SO

Factor Scorecard

Mechanical 0-100 composites from the displayed inputs. Bands and colours are numerical aids, not security ratings or investment actions.

19/31 signals active· low confidence at 61% coverage
Overall Factor Score
5140-54 band
Growth
4840-54 band
Quality
7470-84 band
Valuation
4640-54 band
Financial Health
370-39 band

Latest results at a glance

Insights from the latest company results and reports · filed 30 Jul 2026

  • Q2 Earnings Exceed Consensus

    Reported EPS of $1.13 per share exceeded the same-quarter consensus estimate of $1.01 per share for the period ended June 30, 2026.

  • Consecutive Earnings Surprises

    The company reported EPS above the same-quarter consensus estimate in each of the two most recent comparable quarters.

  • GAAP and Adjusted Results

    The latest earnings release includes GAAP figures and adjusted earnings excluding accelerated depreciation, decommissioning costs, and specific plant-related charges for the three- and six-month periods ended June 30, 2026.

  • Segment Reporting Scope

    Business segment information was provided for Alabama Power, Georgia Power, Mississippi Power, Southern Power, and Southern Company Gas in the latest filing.

AI-generated · updated 28 Aug 2026View source filing

Price Chart

NYSE:SO via TradingView

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Overview

Quarterly income statement data isn't available for this company.

No Data

No annual financial data available.

Financial Fundamentals

Growth, quality, valuation, cash generation, and balance-sheet strength.

Sector: Utilities

Growth

TTM revenue plus current, long-term, forward, and accelerating top-line trends.

Revenue
-
Revenue Growth
8.3%
Moderate
Revenue CAGR 3Y
-
Forward Revenue Growth
4.6%
Weak
Revenue Acceleration
-1.2%
Slowing

Earnings

Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.

EPS (TTM)
3.85
Profitable
EPS Growth
-0.7%
Declining
EPS CAGR 3Y
-
EPS Surprise
11.8%
Strong Beat
Forward EPS
4.59
Profitable
Fwd Revenue Growth
4.6%
Forward EPS Growth
7.4%
Moderate

Profitability

TTM margin and return metrics that reflect pricing power and business quality.

Gross Margin
-
Operating Margin
24.2%
High
Net Margin
14.7%
High
ROE
11.1%
Good
ROIC
15.2%
Strong

Cash Flow

TTM free cash flow, growth, margin, and operating-cash conversion quality.

Free Cash Flow
-$3.47B
Negative
FCF Growth
-3401.0%
Declining
FCF Margin
-
Cash Conversion
2.21x
Not a quality signal: free cash flow is negative

Valuation

Metrics ranked by issuer type, financial state, and input quality.

Capital-intensive businessPrimary lens

EV / EBITDA

EV/EBITDA is the primary lens because it compares operating earnings across different financing structures.

EV / EBITDAPrimary
14.02x
Typical
Forward P/ESupporting
19.24x
High
Price / BookSupporting
2.54x
Typical
Trailing P/ESupporting
22.93x
High

Financial Health

Latest-quarter liquidity and leverage checks plus TTM interest coverage.

Current Ratio
0.65x
Risky
Quick Ratio
0.06x
Risky
Debt / Equity
0.04x
Conservative
Interest Coverage
-

Shareholder Signals

Capital returns and dilution checks sourced from statements and insider filings.

Dividend Yield
3.0%
Moderate
Payout Ratio
69.0%
High
Net Insider Buys
-9
Selling

Peer Comparison

TickerPrice
SOSOUTHERN CO
$88.25
Company Profile

About the Company

The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.

Next Earnings Date

Oct 29, 2026

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