(SO) Southern - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8425871071

SO: Electricity, Natural Gas, Renewable Energy, Fiber Optics, Microgrids

Southern Company (NYSE:SO), a leading U.S. energy provider, specializes in the generation, transmission, and distribution of electricity while also engaging in natural gas operations. The company owns and manages a diverse portfolio of power generation assets, including renewable energy projects, and supplies electricity to wholesale markets. Its natural gas segment spans Illinois, Georgia, Virginia, and Tennessee, with a network of approximately 78,500 miles of pipelines and 14 storage facilities. Southern Company also offers gas marketing services, distributed energy solutions, digital wireless communications, and fiber optics services, deploying microgrids for various customers. Headquartered in Atlanta, Georgia, since its incorporation in 1946, the company emphasizes grid resilience and sustainability, positioning itself as a key player in the energy transition.

Over the next three months, Southern Company is expected to show moderate growth. Technically, the stocks short-term trend remains bullish, with the 20-day SMA (89.89) above the 50-day SMA (88.96). The 200-day SMA (85.82) indicates long-term upward momentum. Average trading volume (4.33M shares over 20 days) suggests steady liquidity. The ATR (2.03) signals moderate volatility. At a last price of 91.81, the stock trades near its recent highs, with potential for further gains if it maintains its current trajectory.

Fundamentally, Southern Companys market cap of $985.58B reflects its size and stability. The trailing P/E (22.52) and forward P/E (20.88) suggest expectations of slower growth. The P/B ratio (2.97) indicates the stock trades at a premium to book value. The P/S ratio (3.69) aligns with industry averages. A return on equity (RoE) of 13.25% highlights efficient capital use. Overall, the stock is expected to perform steadily, supported by its strong financials and operational resilience, making it a stable investment in the utilities sector.

Additional Sources for SO Stock

SO Stock Overview

Market Cap in USD 100,172m
Sector Utilities
Industry Utilities - Regulated Electric
GiC Sub-Industry Electric Utilities
IPO / Inception 1981-12-31

SO Stock Ratings

Growth Rating 78.1
Fundamental 42.3
Dividend Rating 71.9
Rel. Strength 3.62
Analysts 3.4/5
Fair Price Momentum 100.12 USD
Fair Price DCF 16.24 USD

SO Dividends

Dividend Yield 12m 4.10%
Yield on Cost 5y 7.96%
Annual Growth 5y 2.40%
Payout Consistency 99.3%

SO Growth Ratios

Growth Correlation 3m 69.7%
Growth Correlation 12m 69.2%
Growth Correlation 5y 92.4%
CAGR 5y 14.95%
CAGR/Max DD 5y 0.64
Sharpe Ratio 12m 1.86
Alpha 20.38
Beta 0.090
Volatility 16.72%
Current Volume 2993.8k
Average Volume 20d 3517.4k
What is the price of SO stocks?
As of May 07, 2025, the stock is trading at USD 91.22 with a total of 2,993,784 shares traded.
Over the past week, the price has changed by -0.25%, over one month by +4.59%, over three months by +9.79% and over the past year by +25.06%.
Is Southern a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Southern (NYSE:SO) is currently (May 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 42.26 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SO as of May 2025 is 100.12. This means that SO is currently overvalued and has a potential downside of 9.76%.
Is SO a buy, sell or hold?
Southern has received a consensus analysts rating of 3.40. Therefor, it is recommend to hold SO.
  • Strong Buy: 3
  • Buy: 3
  • Hold: 13
  • Sell: 1
  • Strong Sell: 0
What are the forecast for SO stock price target?
According to ValueRays Forecast Model, SO Southern will be worth about 108.1 in May 2026. The stock is currently trading at 91.22. This means that the stock has a potential upside of +18.54%.
Issuer Forecast Upside
Wallstreet Target Price 92.5 1.4%
Analysts Target Price 92.5 1.4%
ValueRay Target Price 108.1 18.5%