SO
NEUTRAL
$97.02
Live
The Southern Company · NYSE
Target $101.24
(+4.3%)
$83.09
52W Range
$100.84
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 01, 2026
Market cap
$108.6B
P/E
24.75
ROE
11.0%
Profit margin
14.7%
Debt/Equity
1.91
Dividend yield
3.07%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
SO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.
Key Strengths
Company has established market presence
Key Risks
Premium vs Graham Number ($53.27)
AI Fair Value Estimate
Based on comprehensive analysis
$27.44
-71.7% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
50
Moderate
50
50
50
50
50
AI Verdict
SO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.
Key drivers: Company has established market presence, Premium vs Graham Number ($53.27)
Confidence
45%
Value
50/100
Rule-based valuation (P/E + Graham).
Positives
- Insufficient data for clear positives.
Watchpoints
- Trades above Graham Number.
Future
50/100
Rule-based growth outlook.
Positives
- Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Past
50/100
Historical performance + price trend: Shares moved +87.6% over 5Y and +9.1% over 1Y.
Positives
- Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Health
50/100
Balance sheet & liquidity (Z-Score: N/A).
Positives
- Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Dividend
50/100
Dividend policy fallback.
Positives
- Moderate dividend profile (Score: 50/100).
- Yield: 3.1%.
Watchpoints
No urgent risks highlighted.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$97.02
Analyst Target
$101.24
Upside/Downside
+4.3%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for SO and closest competitors.
Updated 2026-04-01
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
SO
The Southern Company
Primary
|
+87.6% | +56.5% | +9.1% | +4.0% | -0.2% | +2.5% |
|
DUK
Duke Energy Corporation
Peer
|
+65.2% | +54.9% | +12.0% | +8.9% | -0.5% | +2.2% |
|
AEP
American Electric Power Company, Inc.
Peer
|
+84.9% | +62.4% | +25.8% | +18.8% | -1.1% | +2.8% |
|
SRE
Sempra
Peer
|
+73.7% | +43.8% | +40.8% | +11.1% | +2.9% | +2.6% |
|
D
Dominion Energy, Inc.
Peer
|
+2.4% | +29.7% | +15.6% | +4.3% | -1.4% | +2.5% |
SO
The Southern Company
Primary
5Y
+87.6%
3Y
+56.5%
1Y
+9.1%
6M
+4.0%
1M
-0.2%
1W
+2.5%
DUK
Duke Energy Corporation
Peer
5Y
+65.2%
3Y
+54.9%
1Y
+12.0%
6M
+8.9%
1M
-0.5%
1W
+2.2%
AEP
American Electric Power Company, Inc.
Peer
5Y
+84.9%
3Y
+62.4%
1Y
+25.8%
6M
+18.8%
1M
-1.1%
1W
+2.8%
SRE
Sempra
Peer
5Y
+73.7%
3Y
+43.8%
1Y
+40.8%
6M
+11.1%
1M
+2.9%
1W
+2.6%
D
Dominion Energy, Inc.
Peer
5Y
+2.4%
3Y
+29.7%
1Y
+15.6%
6M
+4.3%
1M
-1.4%
1W
+2.5%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
24.75
Forward P/E
19.73
PEG Ratio
N/A
P/B Ratio
3.02
P/S Ratio
3.67
EV/Revenue
6.2
EV/EBITDA
13.16
Market Cap
$108.6B
Profitability
Profit margins and return metrics
Profit Margin
14.69%
Operating Margin
12.73%
Gross Margin
48.47%
ROE
11.04%
ROA
3.28%
Growth
Revenue and earnings growth rates
Revenue Growth
+10.1%
Earnings Growth
-22.1%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-22.1%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
1.91
High debt
Current Ratio
0.65
Weak
Quick Ratio
0.34
Poor
Cash/Share
$1.46
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$7.0B
Gross Margin
40.0%
Op. Margin
13.1%
Net Margin
6.0%
Total Assets
$155.7B
Liabilities
$116.9B
Equity
$36.0B
Debt/Equity
3.24x
Operating CF
$2.6B
CapEx
$-4.3B
Free Cash Flow
$-1.7B
FCF Yield
-65%
Utilities Sector Comparison
Comparing SO against 65 companies in the Utilities sector
(3 bullish, 39 neutral, 23 bearish)
P/E Ratio
24.75
This Stock
vs
26.3
Sector Avg
-5.9%
(Discount)
Return on Equity (ROE)
11.04%
This Stock
vs
-0.5%
Sector Avg
-2298.1%
(Below Avg)
Profit Margin
14.69%
This Stock
vs
6.99%
Sector Avg
+110.2%
(Superior)
Debt to Equity
1.91
This Stock
vs
1.59
Sector Avg
+19.8%
(Higher)
Revenue Growth
10.1%
This Stock
vs
18.93%
Sector Avg
-46.6%
(Slower)
Current Ratio
0.65
This Stock
vs
1.12
Sector Avg
-42.6%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
SO
The Southern Company
|
NEUTRAL | $108.6B | 24.75 | 11.0% | 14.7% | $97.02 | |
|
DUK
Duke Energy Corporation
|
NEUTRAL | $101.94B | 20.76 | 9.7% | 15.6% | $130.99 | Compare |
|
AEP
American Electric Power...
|
NEUTRAL | $71.67B | 19.8 | 12.5% | 16.4% | $131.85 | Compare |
|
SRE
Sempra
|
BEARISH | $63.88B | 35.55 | 5.2% | 13.4% | $97.78 | Compare |
|
D
Dominion Energy, Inc.
|
BULLISH | $54.63B | 17.91 | 9.7% | 18.2% | $62.15 | Compare |
SO
The Southern Company
NEUTRAL
Mkt Cap
$108.6B
P/E
24.8
ROE
11.0%
Price
$97.02
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-30 | GREENE KIMBERLY S | Officer | Sale | 25,000 | $2,416,750 |
| 2026-03-19 | CUMMISKEY CHRISTOPHER | Officer | Sale | 6,669 | $643,892 |
| 2026-03-18 | CONNALLY STANLEY W JR | Chief Operating Officer | Sale | 12,500 | $1,214,125 |
| 2026-03-06 | DRAKE SLOANE N | Officer | Stock Award | 1,420 | - |
| 2026-02-26 | EARLEY ANTHONY F JR | Director | Gift | 15,000 | - |
| 2026-02-24 | KIM MATTHEW M. | Officer | Sale | 5,123 | $487,453 |
| 2026-02-13 | WOMACK CHRISTOPHER C. | Chief Executive Officer | Stock Award | 179,550 | - |
| 2026-02-13 | WOMACK CHRISTOPHER C. | Chief Executive Officer | Stock Award | 13,751 | - |
| 2026-02-11 | POROCH DAVID P | Chief Financial Officer | Stock Award | 9,454 | - |
| 2026-02-11 | DRAKE SLOANE N | Officer | Stock Award | 18,198 | - |
| 2026-02-11 | SENA PETER P III | Officer | Stock Award | 22,698 | - |
| 2026-02-11 | KIM MATTHEW M. | Officer | Stock Award | 4,450 | - |
| 2026-02-11 | KERR JAMES Y. II | Officer | Stock Award | 44,522 | - |
| 2026-02-11 | CHERRY PEDRO P | Officer | Stock Award | 9,699 | - |
| 2026-02-11 | ANDERSON BRYAN D | Officer | Stock Award | 26,326 | - |
GREENE KIMBERLY S
Officer
2026-03-30
25,000 shares
·
$2,416,750
CUMMISKEY CHRISTOPHER
Officer
2026-03-19
6,669 shares
·
$643,892
CONNALLY STANLEY W JR
Chief Operating Officer
2026-03-18
12,500 shares
·
$1,214,125
DRAKE SLOANE N
Officer
2026-03-06
1,420 shares
EARLEY ANTHONY F JR
Director
2026-02-26
15,000 shares
KIM MATTHEW M.
Officer
2026-02-24
5,123 shares
·
$487,453
WOMACK CHRISTOPHER C.
Chief Executive Officer
2026-02-13
179,550 shares
WOMACK CHRISTOPHER C.
Chief Executive Officer
2026-02-13
13,751 shares
POROCH DAVID P
Chief Financial Officer
2026-02-11
9,454 shares
DRAKE SLOANE N
Officer
2026-02-11
18,198 shares
SENA PETER P III
Officer
2026-02-11
22,698 shares
KIM MATTHEW M.
Officer
2026-02-11
4,450 shares
KERR JAMES Y. II
Officer
2026-02-11
44,522 shares
CHERRY PEDRO P
Officer
2026-02-11
9,699 shares
ANDERSON BRYAN D
Officer
2026-02-11
26,326 shares
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
19 analysts
TD Cowen
2026-03-06
Buy
Buy
Evercore ISI Group
2026-03-05
In-Line
Outperform
Keybanc
2026-03-04
Underweight
Sector Weight
Scotiabank
2026-02-20
Sector Perform
Sector Perform
Wells Fargo
2026-02-20
Underweight
Equal-Weight
Mizuho
2026-02-20
Neutral
Outperform
Wells Fargo
2026-01-20
Equal-Weight
Underweight
Barclays
2026-01-15
Equal-Weight
Equal-Weight
UBS
2025-12-17
Neutral
Neutral
Jefferies
2025-12-15
Neutral
Neutral
Past News Coverage
Recent headlines mentioning SO from our newsroom.
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