(SO) Southern - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US8425871071
Stock: Electricity, Natural Gas, Renewables, Pipelines
Total Rating 43
Risk 68
Buy Signal 0.06
| Risk 5d forecast | |
|---|---|
| Volatility | 17.3% |
| Relative Tail Risk | -1.56% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.61 |
| Alpha | 9.70 |
| Character TTM | |
|---|---|
| Beta | -0.038 |
| Beta Downside | -0.072 |
| Drawdowns 3y | |
|---|---|
| Max DD | 15.46% |
| CAGR/Max DD | 1.22 |
EPS (Earnings per Share)
Revenue
Description: SO Southern February 26, 2026
The Southern Company (SO) is a vertically integrated utility that generates, transmits, and distributes electricity, while also delivering natural gas across Illinois, Georgia, Virginia, and Tennessee. Its portfolio includes traditional power plants, expanding renewable-energy projects, extensive natural-gas pipeline infrastructure, and ancillary services such as distributed-energy solutions, microgrids, and fiber-optic communications. Founded in 1946 and headquartered in Atlanta, Georgia, the firm serves both wholesale and retail customers through a mix of regulated and competitive businesses.
Recent performance highlights include FY 2025 adjusted earnings per share of $10.15 and a dividend yield near 4.1%, reflecting the company’s commitment to shareholder returns. Capital expenditures rose to $8.2 billion, driven largely by a $2.3 billion investment in renewable generation that brought total clean-energy capacity to roughly 5,200 MW. A key sector driver remains the accelerating shift toward decarbonization, with state-level clean-energy mandates and rising electricity demand supporting SO’s long-term growth outlook.
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Piotroski VR‑10 (Strict, 0-10) 4.0
| Net Income: 4.34b TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.02 > 0.02 and ΔFCF/TA -2.49 > 1.0 |
| NWC/Revenue: -20.21% < 20% (prev -19.83%; Δ -0.38% < -1%) |
| CFO/TA 0.06 > 3% & CFO 9.80b > Net Income 4.34b |
| Net Debt (64.18b) to EBITDA (14.19b): 4.52 < 3 |
| Current Ratio: 0.65 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.11b) vs 12m ago -0.31% < -2% |
| Gross Margin: 43.48% > 18% (prev 0.50%; Δ 4298 % > 0.5%) |
| Asset Turnover: 19.64% > 50% (prev 18.41%; Δ 1.23% > 0%) |
| Interest Coverage Ratio: 2.51 > 6 (EBITDA TTM 14.19b / Interest Expense TTM 3.31b) |
Altman Z'' 0.61
| A: -0.04 (Total Current Assets 10.92b - Total Current Liabilities 16.89b) / Total Assets 155.72b |
| B: 0.10 (Retained Earnings 14.86b / Total Assets 155.72b) |
| C: 0.06 (EBIT TTM 8.30b / Avg Total Assets 150.45b) |
| D: 0.17 (Book Value of Equity 20.34b / Total Liabilities 116.85b) |
| Altman-Z'' Score: 0.61 = B |
Beneish M -2.96
| DSRI: 0.86 (Receivables 4.07b/4.29b, Revenue 29.55b/26.72b) |
| GMI: 1.15 (GM 43.48% / 49.93%) |
| AQI: 1.02 (AQ_t 0.20 / AQ_t-1 0.19) |
| SGI: 1.11 (Revenue 29.55b / 26.72b) |
| TATA: -0.04 (NI 4.34b - CFO 9.80b) / TA 155.72b) |
| Beneish M-Score: -2.96 (Cap -4..+1) = A |
What is the price of SO shares?
As of March 01, 2026, the stock is trading at USD 97.38 with a total of 4,970,492 shares traded.
Over the past week, the price has changed by +3.27%, over one month by +10.47%, over three months by +7.71% and over the past year by +13.92%.
Over the past week, the price has changed by +3.27%, over one month by +10.47%, over three months by +7.71% and over the past year by +13.92%.
Is SO a buy, sell or hold?
Southern has received a consensus analysts rating of 3.52.
Therefor, it is recommend to hold SO.
- StrongBuy: 5
- Buy: 4
- Hold: 10
- Sell: 1
- StrongSell: 1
What are the forecasts/targets for the SO price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 98.4 | 1.1% |
| Analysts Target Price | 98.4 | 1.1% |
SO Fundamental Data Overview February 27, 2026
P/E Trailing = 23.849
P/E Forward = 20.4082
P/S = 3.5899
P/B = 3.0365
P/EG = 4.2523
Revenue TTM = 29.55b USD
EBIT TTM = 8.30b USD
EBITDA TTM = 14.19b USD
Long Term Debt = 65.65b USD (from longTermDebt, last quarter)
Short Term Debt = 169.0m USD (from shortTermDebt, last quarter)
Debt = 65.82b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 64.18b USD (from netDebt column, last quarter)
Enterprise Value = 170.27b USD (106.09b + Debt 65.82b - CCE 1.64b)
Interest Coverage Ratio = 2.51 (Ebit TTM 8.30b / Interest Expense TTM 3.31b)
EV/FCF = -51.82x (Enterprise Value 170.27b / FCF TTM -3.29b)
FCF Yield = -1.93% (FCF TTM -3.29b / Enterprise Value 170.27b)
FCF Margin = -11.12% (FCF TTM -3.29b / Revenue TTM 29.55b)
Net Margin = 14.69% (Net Income TTM 4.34b / Revenue TTM 29.55b)
Gross Margin = 43.48% ((Revenue TTM 29.55b - Cost of Revenue TTM 16.70b) / Revenue TTM)
Gross Margin QoQ = 18.81% (prev 55.02%)
Tobins Q-Ratio = 1.09 (Enterprise Value 170.27b / Total Assets 155.72b)
Interest Expense / Debt = 1.46% (Interest Expense 962.0m / Debt 65.82b)
Taxrate = 16.56% (828.0m / 5.00b)
NOPAT = 6.93b (EBIT 8.30b * (1 - 16.56%))
Current Ratio = 0.65 (Total Current Assets 10.92b / Total Current Liabilities 16.89b)
Debt / Equity = 1.83 (Debt 65.82b / totalStockholderEquity, last quarter 36.02b)
Debt / EBITDA = 4.52 (Net Debt 64.18b / EBITDA 14.19b)
Debt / FCF = -19.53 (negative FCF - burning cash) (Net Debt 64.18b / FCF TTM -3.29b)
Total Stockholder Equity = 34.72b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.89% (Net Income 4.34b / Total Assets 155.72b)
RoE = 12.50% (Net Income TTM 4.34b / Total Stockholder Equity 34.72b)
RoCE = 8.27% (EBIT 8.30b / Capital Employed (Equity 34.72b + L.T.Debt 65.65b))
RoIC = 6.64% (NOPAT 6.93b / Invested Capital 104.37b)
WACC = 4.03% (E(106.09b)/V(171.91b) * Re(5.78%) + D(65.82b)/V(171.91b) * Rd(1.46%) * (1-Tc(0.17)))
Discount Rate = 5.78% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: 33.33 | Cagr: 0.48%
[DCF] Fair Price = unknown (Cash Flow -3.29b)
EPS Correlation: 9.30 | EPS CAGR: -14.04% | SUE: -0.19 | # QB: 0
Revenue Correlation: 11.30 | Revenue CAGR: 1.31% | SUE: 1.28 | # QB: 1
EPS next Quarter (2026-03-31): EPS=1.22 | Chg7d=-0.047 | Chg30d=-0.049 | Revisions Net=-3 | Analysts=9
EPS current Year (2026-12-31): EPS=4.57 | Chg7d=+0.013 | Chg30d=+0.010 | Revisions Net=+1 | Growth EPS=+6.3% | Growth Revenue=+3.6%
EPS next Year (2027-12-31): EPS=4.91 | Chg7d=+0.010 | Chg30d=+0.005 | Revisions Net=+3 | Growth EPS=+7.5% | Growth Revenue=+5.0%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 3.8% (Discount Rate 7.9% - Earnings Yield 4.2%)
[Growth] Growth Spread = -0.8% (Analyst 2.9% - Implied 3.8%)
P/E Forward = 20.4082
P/S = 3.5899
P/B = 3.0365
P/EG = 4.2523
Revenue TTM = 29.55b USD
EBIT TTM = 8.30b USD
EBITDA TTM = 14.19b USD
Long Term Debt = 65.65b USD (from longTermDebt, last quarter)
Short Term Debt = 169.0m USD (from shortTermDebt, last quarter)
Debt = 65.82b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 64.18b USD (from netDebt column, last quarter)
Enterprise Value = 170.27b USD (106.09b + Debt 65.82b - CCE 1.64b)
Interest Coverage Ratio = 2.51 (Ebit TTM 8.30b / Interest Expense TTM 3.31b)
EV/FCF = -51.82x (Enterprise Value 170.27b / FCF TTM -3.29b)
FCF Yield = -1.93% (FCF TTM -3.29b / Enterprise Value 170.27b)
FCF Margin = -11.12% (FCF TTM -3.29b / Revenue TTM 29.55b)
Net Margin = 14.69% (Net Income TTM 4.34b / Revenue TTM 29.55b)
Gross Margin = 43.48% ((Revenue TTM 29.55b - Cost of Revenue TTM 16.70b) / Revenue TTM)
Gross Margin QoQ = 18.81% (prev 55.02%)
Tobins Q-Ratio = 1.09 (Enterprise Value 170.27b / Total Assets 155.72b)
Interest Expense / Debt = 1.46% (Interest Expense 962.0m / Debt 65.82b)
Taxrate = 16.56% (828.0m / 5.00b)
NOPAT = 6.93b (EBIT 8.30b * (1 - 16.56%))
Current Ratio = 0.65 (Total Current Assets 10.92b / Total Current Liabilities 16.89b)
Debt / Equity = 1.83 (Debt 65.82b / totalStockholderEquity, last quarter 36.02b)
Debt / EBITDA = 4.52 (Net Debt 64.18b / EBITDA 14.19b)
Debt / FCF = -19.53 (negative FCF - burning cash) (Net Debt 64.18b / FCF TTM -3.29b)
Total Stockholder Equity = 34.72b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.89% (Net Income 4.34b / Total Assets 155.72b)
RoE = 12.50% (Net Income TTM 4.34b / Total Stockholder Equity 34.72b)
RoCE = 8.27% (EBIT 8.30b / Capital Employed (Equity 34.72b + L.T.Debt 65.65b))
RoIC = 6.64% (NOPAT 6.93b / Invested Capital 104.37b)
WACC = 4.03% (E(106.09b)/V(171.91b) * Re(5.78%) + D(65.82b)/V(171.91b) * Rd(1.46%) * (1-Tc(0.17)))
Discount Rate = 5.78% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: 33.33 | Cagr: 0.48%
[DCF] Fair Price = unknown (Cash Flow -3.29b)
EPS Correlation: 9.30 | EPS CAGR: -14.04% | SUE: -0.19 | # QB: 0
Revenue Correlation: 11.30 | Revenue CAGR: 1.31% | SUE: 1.28 | # QB: 1
EPS next Quarter (2026-03-31): EPS=1.22 | Chg7d=-0.047 | Chg30d=-0.049 | Revisions Net=-3 | Analysts=9
EPS current Year (2026-12-31): EPS=4.57 | Chg7d=+0.013 | Chg30d=+0.010 | Revisions Net=+1 | Growth EPS=+6.3% | Growth Revenue=+3.6%
EPS next Year (2027-12-31): EPS=4.91 | Chg7d=+0.010 | Chg30d=+0.005 | Revisions Net=+3 | Growth EPS=+7.5% | Growth Revenue=+5.0%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 3.8% (Discount Rate 7.9% - Earnings Yield 4.2%)
[Growth] Growth Spread = -0.8% (Analyst 2.9% - Implied 3.8%)