(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SO Stock Overview
Market Cap in USD | 98,558m |
Sector | Utilities |
Industry | Utilities - Regulated Electric |
GiC Sub-Industry | Electric Utilities |
IPO / Inception | 1981-12-31 |
SO Stock Ratings
Growth Rating | 74.6 |
Fundamental | 14.9 |
Dividend Rating | 64.7 |
Rel. Strength | 4.45 |
Analysts | 3.55/5 |
Fair Price Momentum | 97.81 USD |
Fair Price DCF | 11.04 USD |
SO Dividends
Dividend Yield 12m | 3.28% |
Yield on Cost 5y | 6.00% |
Annual Growth 5y | 2.40% |
Payout Consistency | 99.3% |
SO Growth Ratios
Growth Correlation 3m | 74.9% |
Growth Correlation 12m | 69.6% |
Growth Correlation 5y | 92.4% |
CAGR 5y | 13.50% |
CAGR/Max DD 5y | 0.58 |
Sharpe Ratio 12m | 1.84 |
Alpha | 21.02 |
Beta | 0.090 |
Volatility | 19.77% |
Current Volume | 2062.2k |
Average Volume 20d | 4331.3k |
As of April 26, 2025, the stock is trading at USD 90.43 with a total of 2,062,182 shares traded.
Over the past week, the price has changed by +0.22%, over one month by +3.08%, over three months by +5.43% and over the past year by +25.81%.
Neither. Based on ValueRay Fundamental Analyses, Southern is currently (April 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 14.93 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 April 2025 is 97.81. This means that SO is currently overvalued and has a potential downside of 8.16%.
Southern has received a consensus analysts rating of 3.55. Therefor, it is recommend to hold SO.
- Strong Buy: 5
- Buy: 4
- Hold: 11
- Sell: 2
- Strong Sell: 0
According to ValueRays Forecast Model, SO Southern will be worth about 105.6 in April 2026. The stock is currently trading at 90.43. This means that the stock has a potential upside of +16.81%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 91.3 | 1% |
Analysts Target Price | 90.8 | 0.4% |
ValueRay Target Price | 105.6 | 16.8% |