(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 94,143m
Sector Utilities
Industry Utilities - Regulated Electric
GiC Sub-Industry Electric Utilities
IPO / Inception 1981-12-31

SO Stock Ratings

Growth Rating 75.4
Fundamental 32.0
Dividend Rating 72.2
Rel. Strength -0.92
Analysts 3.4/5
Fair Price Momentum 94.24 USD
Fair Price DCF 16.24 USD

SO Dividends

Dividend Yield 12m 4.18%
Yield on Cost 5y 8.01%
Annual Growth 5y 2.40%
Payout Consistency 99.3%

SO Growth Ratios

Growth Correlation 3m 31.9%
Growth Correlation 12m 66%
Growth Correlation 5y 92.4%
CAGR 5y 14.10%
CAGR/Max DD 5y 0.61
Sharpe Ratio 12m 1.27
Alpha 9.04
Beta 0.090
Volatility 25.72%
Current Volume 3598.4k
Average Volume 20d 3654.9k
What is the price of SO stocks?
As of May 16, 2025, the stock is trading at USD 87.38 with a total of 3,598,360 shares traded.
Over the past week, the price has changed by -3.24%, over one month by -4.00%, over three months by +1.73% and over the past year by +14.02%.
Is Southern a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Southern is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 32.04 and therefor a neutral 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 94.24. This means that SO is currently overvalued and has a potential downside of 7.85%.
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 101.8 in May 2026. The stock is currently trading at 87.38. This means that the stock has a potential upside of +16.48%.
Issuer Forecast Upside
Wallstreet Target Price 92.5 5.9%
Analysts Target Price 92.5 5.9%
ValueRay Target Price 101.8 16.5%