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No complete published report is available for The Southern Company (SO) on this page. Market-directory data, when present, is not a substitute for a reviewed stock analysis.

SO Stock Analysis, Forecast & Valuation

Market cap	109.1B
Revenue (ttm)	30.2B
Net income (ttm)	4.4B
EPS (ttm)	$3.91
Shares out	1.1B
P/E (trailing)	24.7x
P/E (forward)	21.1x
Dividend	$3.04 (3.15%)
Volume	5,485,466

Beta	0.33

Price target	$101	+4.1%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
CEG	Constellation Energy Corporation	92.1B	22.0x	3.1x	8.0%	+10.1%	-21.1%	Reduce
NEE	NextEra Energy Inc.	184.5B	19.9x	6.4x	3.2%	+11.3%	+27.6%	Buy
XEL	Xcel Energy Inc.	49.2B	22.7x	3.3x	3.2%	+3.8%	+14.1%	Hold

All SO indicators

Market & fundamental data

Available fields

273

Groups with data

Currency

USD

Showing 273 of 273 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000092122
Company name	The Southern Company
Country	United States
Country code	US
Cusip	842587107
Employees	29,800
Employees Change	1,200%
Employees Change Percent	4.2
Enterprise value	$184.1B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Utilities - Regulated Electric
Industry PE	18.52
Industry PE Fwd	17.7
Isin	US8425871071
Last refreshed	2026-07-29
Market cap	$109.1B
Market cap category	Large-Cap
Price	$96.78
Price currency	USD
Rev Per Employee	1,012,583.89x
Sector	Utilities
Sector PE	21.68
Sector PE Fwd	18.53
Sic	4911
Symbol	SO
Website	https://www.southerncompany.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	4%
EV Earnings	42.2x
EV Sales Forward	5.87x
EV/EBIT	25.25x
EV/EBITDA	13.65x
EV/Sales	6.1x
FCF yield	-3.18%
Forward P/E	21.08x
P/B ratio	2.94x
P/E ratio	24.72x
P/S ratio	3.62x
PE Ratio10 Y	25.26x
PE Ratio3 Y	21.78x
PE Ratio5 Y	22.93x
PEG ratio	2.59x
PS Forward	3.48x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	24.17%
EBITDA Margin	44.71%
Gross margin	48%
Gross Profit	$14.5B
Net Income	$4.4B
Net Income Growth	-5.28%
Net Income Growth Q	1.65%
Net Income Growth Quarters	1%
Net Income Growth Years	0%
Net Income Growth3 Y	9.16%
Net Income Growth5 Y	5.2%
Pretax Margin	16.62%
Profit Margin	14.46%
Profit Per Employee	$146,409
Profitable Quarters	$13
Profitable Years	35
ROA	3.24
Roa5y	2.92
ROCE	5.15
ROE	10.99
Roe5y	10.23
ROIC	4.42

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	10.58%
Cagr15y	10.66%
Cagr1y	4.82%
Cagr20y	10.16%
Cagr3y	13.86%
Cagr5y	12.52%
Div CAGR10	3.13%
Div CAGR3	2.82%
Div CAGR5	2.9%
EPS Growth	-6.13
EPS Growth Q	-0.83
EPS Growth Years	0
EPS Growth3 Y	8.29
EPS Growth5 Y	4.24
OCF Growth	0.52%
OCF Growth Q	-1.92%
OCF Growth10 Y	4.6%
OCF Growth3 Y	20.75%
OCF Growth5 Y	6.78%
Revenue Growth	8.34x
Revenue Growth Q	8x
Revenue Growth Quarters	9x
Revenue Growth Years	2x
Revenue Growth3 Y	1.2x
Revenue Growth5 Y	7.25x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.2
Assets	$157B
Cash	$981M
Current Assets	$10B
Current Liabilities	$15.3B
Debt	$76B
Debt EBITDA	$5.63
Debt Equity	$1.9
Equity	$39.9B
Interest Coverage	2.21
Liabilities	$117.1B
Long Term Assets	$147.1B
Long Term Liabilities	$101.8B
Net Cash	$-75B
Net Cash By Market Cap	$-68.77
Net Debt EBITDA	$5.56
Net Debt Equity	$1.88
Tangible Book Value	$31.7B
Tangible Book Value Per Share	$28.09
WACC	5.09

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.65
Inventory Turnover	5.04
Net Working Capital	$1.2B
Quick ratio	0.32
Working Capital	$-5.4B
Working Capital Turnover	$-8.26

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-1.04%
Dividend Growth	2.74%
Dividend Growth Years	24%
Dividend per share	$3.04
Dividend Years	56
Dividend Yield	3.15%
Ex Div Date	2026-08-17
Last Dividend	$0.76
Payout Frequency	Quarterly
Payout Ratio	76.64%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	173.36%
1Y total return	4.82%
200-day SMA	92.87
3Y total return	47.6%
50-day SMA	94.43
50-day SMA vs 200-day SMA	50over200
5Y total return	80.36%
All Time High	100.8
All Time High Change	-4.02%
All Time High Date	2025-10-16
All Time Low	3.94
All Time Low Change	2,357.59%
All Time Low Date	1974-12-12
ATR	1.8
Beta	0.33
Beta1y	-0.25
Beta2y	-0.08
Ch YTD	10.99
High	98.86
High52	100.8
High52 Date	2025-10-16
High52ch	-4.02%
Low	96.78
Low52	83.8
Low52 Date	2025-12-10
Low52ch	15.49%
Ma50ch	2.49%
Premarket Change Percent	1.04
Premarket Price	$97.48
Premarket Volume	1,156
Price vs 200-day SMA	4.21%
RSI	55.1
RSI Monthly	60.44
RSI Weekly	55.95
Sharpe ratio	0.13x
Sortino ratio	0.53
Total Return	2.1%
Tr YTD	12.78
Tr15y	356.89%
Tr1m	-0.39%
Tr1w	3.12%
Tr3m	4.07%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	24
Analyst Count Top	13
Analyst Price Target Top	$99.83
Analyst Ratings	Hold
Analyst Ratings Top	Hold
Earnings EPS Estimate	$1.01
Earnings EPS Estimate Growth	9.78
Earnings Revenue Estimate	7,254,707,288x
Earnings Revenue Estimate Growth	4.04x
Operating Income	$7.9B
Operating margin	26.19
Price target	$101
Price Target Change	$4.08
Price Target Change Top	$3.15

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	1,124,773,784%
Float Percent	99.78%
Net Borrowing	5,122,000,000
Shares Insiders	0.13%
Shares Institutions	71.98%
Shares Out	1,127,301,098
Shares Qo Q	1.71%
Shares Yo Y	1.04%
Short Float	3.25%
Short Ratio	5.76
Short Shares	3.25

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$-3.6B
Adjusted OCF	9,635,000,000
Average Volume	4,381,189.35x
Bv Per Share	32.93
CAPEX	$-13.2B
Ch10y	80.76
Ch15y	140.7
Ch1m	-0.39
Ch1w	3.12
Ch1y	1.5
Ch20y	186.3
Ch3m	3.21
Ch3y	32.83
Ch5y	49.95
Ch6m	8.94
Change	0.31%
Change From Open	-0.52
Close	96.48
Days Gap	0.84
Depreciation Amortization	5,635,000,000
Dollar Volume	530,883,399.5
Earnings Date	2026-07-30
Earnings Time	bmo
EBIT	$7.3B
EBITDA	$13.5B
EPS	$3.91
F Score	5
FCF	$-3.5B
FCF EV Yield	-1.88x
FCF Per Share	$-3.07
Financing CF	3,423,000,000
Fiscal Year End	December
Founded	1,945
Goodwill	5,161,000,000
Graham Number	53.85575
Graham Upside	-44.35
Income Tax	$776M
Investing CF	-14,546,000,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-30
Last Report Date	2026-03-31
Last Split Date	1994-03-01
Last Split Type	Forward
Last10k Filing Date	2026-02-19
Lynch Fair Value	$20.36
Lynch Upside	-78.96
Ma150	93.32
Ma150ch	3.71%
Ma20	95.94
Ma20ch	0.87%
Net CF	-1,345,000,000
Next Earnings Date	2026-07-30
Open	97.29
Optionable	Yes
P OCF Ratio	11.16
P OCF Ratio SBC	11.32
Payment Date	2026-09-08
Position In Range	0
Post Close	96.78
Postmarket Change Percent	1.78
Postmarket Price	$98.5
Ppne	117,239,000,000
Pre Close	96.48
Price Date	2026-07-28
Price EBITDA	$8.09
Ptbv Ratio	3.45
Relative Volume	1.25x
Revenue	30,175,000,000x
SBC By Revenue	0.47x
Share Based Comp	143,000,000
Tax By Revenue	2.57x
Tax Rate	15.47%
Tr20y	592.14%
Tr6m	10.7%
Us State	Georgia
Views	192
Volume	5,485,466

The Southern Company (SO)

Coverage state: Market snapshot only — no published research

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Profile and market data

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Profitability

Growth

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Dividends and buybacks

Performance and technicals

Analyst estimates

Ownership and float

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