The Southern Company (SOMN)

NYSE: SOMN · USD

$48.3

-0.34 (-0.7%)· Recorded snapshot

Market cap	105.8B
Revenue (ttm)	30.2B
Net income (ttm)	4.7B
EPS (ttm)	$4.15
Shares out	1.2B
P/E (trailing)	11.6x
P/E (forward)	20.2x
Dividend	$1.78 (3.69%)
Volume	38,086
Beta	0.30

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 30.2B
Net income (ttm): 4.7B
EPS (ttm): $4.15
P/E (trailing): 11.6x
P/E (forward): 20.2x
Market cap: 105.8B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AEE	Ameren Corporation	29.9B	19.1x	3.6x	4.4%	+8.0%	+6.0%	Держать
AEP	American Electric Power Company Inc.	69.8B	20.9x	3.0x	4.3%	+7.6%	+13.5%	Держать
CEG	Constellation Energy Corporation	91.4B	25.0x	2.9x	7.4%	+10.8%	-33.6%	Продавать

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E20.2

P25 n/aP50 n/aP75 n/a

Trailing P/E11.6

P25 n/aP50 n/aP75 n/a

ROE11.5

P25 n/aP50 n/aP75 n/a

ROIC4.5

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SOMN indicators

Market & fundamental data

Available fields

225

Groups with data

Currency

USD

Showing 225 of 225 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	USD
CIK code	0000092122
Company name	The Southern Company
Country	United States
Country code	US
CUSIP number	842587842
Earnings date	2026-11-05
Employees	29,800
Employees change	1,200
Employees growth	4.2%
Enterprise value	$182.7B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1946
Industry	Utilities - Regulated Electric
Is primary listing	No
Is SPAC	No
ISIN number	US8425878423
Last earnings date	2026-07-30
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$105.8B
Market cap category	Large-Cap
Next earnings date	2026-11-05
Options	No
Price	$48.26
Price currency	USD
Sector	Utilities
Stock price date	2026-10-28
Symbol	SOMN
U.S. state	Georgia
Website	https://www.southerncompany.com

Valuation

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

Metric	Value
Adjusted P/E ratio	10.49x
Average P/E ratio (10Y)	25.31x
Average P/E ratio (3Y)	21.64x
Average P/E ratio (5Y)	23.07x
Earnings yield	8.61%
EV/Earnings	39.39x
EV/EBIT	22.55x
EV/EBITDA	12.87x
EV/Sales	6.08x
FCF / EV yield	-1.78%
FCF yield	-3.07%
Forward EV/Sales	5.82x
Forward P/E	20.18x
Forward P/S	3.38x
Graham number	30.30114
Graham upside	-37.5%
Industry forward P/E	16.38x
Industry P/E	17.29x
Lynch fair value	$17.29
Lynch upside	-64.34%
P/(OCF - SBC) ratio	10.15x
P/B ratio	2.52x
P/E ratio	11.62x
P/OCF ratio	10.01x
P/S ratio	3.53x
Price / tangible book value	3.12x
Price/EBITDA ratio	7.48x
Sector forward P/E	16.94x
Sector P/E	19.65x

Profitability

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

Metric	Value
EBIT margin	26.96%
EBITDA margin	47.24%
Effective tax rate	12.82%
Gross margin	48.29%
Operating margin	26.96%
Pretax margin	17.39%
Profit margin	15.43%
Profit per employee	$156,309
Revenue per employee	$1M
ROA	3.27%
ROA (5Y)	2.92%
ROCE	5.56%
ROE	11.48%
ROE (5Y)	10.23%
ROIC	4.47%
SBC / revenue	0.48%
Tax / revenue	2.23%

Growth

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

Metric	Value
EPS growth	7.31%
EPS growth (Q)	30.38%
EPS growth (QoQ)	-14.17%
EPS growth 10Y	5.05%
EPS growth 3Y	13.8%
EPS growth 5Y	7.08%
Net income growth	8.76%
Net income growth (Q)	33.41%
Net income growth (QoQ)	-13.42%
Net income growth 3Y	14.72%
Net income growth 5Y	8.16%
OCF growth	15.52%
OCF growth (Q)	40.03%
OCF growth (QoQ)	149.1%
OCF growth 10Y	5.38%
OCF growth 3Y	23.73%
OCF growth 5Y	9.54%
Revenue growth	6.4%
Revenue growth (Q)	0.06%
Revenue growth (QoQ)	-16.91%
Revenue growth 10Y	5.65%
Revenue growth 3Y	2.96%
Revenue growth 5Y	6.68%

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-13.9B
Depreciation and amortization	$5.5B
EBIT	$8.1B
EBITDA	$14.3B
EPS	$4.15
FCF per share	$-2.84
Financing cash flow	$6.1B
Free cash flow	$-3.3B
Free cash flow minus SBC	$-3.4B
Gross profit	$14.6B
Income taxes	$673M
Investing cash flow	$-15B
Net borrowing	$5.8B
Net cash flow	$1.7B
Net income	$4.7B
Operating cash flow minus SBC	$10.5B
Operating income	$8.1B
Revenue	$30.2B
Stock-based compensation	$146M

Financial strength

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

Metric	Value
Book value per share	$34.40
Debt / EBITDA	5.26
Debt / equity	1.82
Goodwill	$5.2B
Interest coverage	2.52
Long-term assets	$149.6B
Long-term liabilities	$104B
Net cash (debt)	$-74.1B
Net cash / market cap	-69.53%
Net debt / EBITDA	5.2
Net debt / equity	1.75
Piotroski F-Score	5
Property, plant and equipment	$119.5B
Shareholders' equity	$42.3B
Tangible book value	$34.1B
Tangible book value per share	$29.66
Total assets	$162B
Total cash	$3B
Total debt	$77.1B
Total liabilities	$119.7B
WACC	4.96%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.19
Current assets	$12.4B
Current liabilities	$15.7B
Current ratio	0.79
Inventory turnover	4.89
Net working capital	$693M
Quick ratio	0.44
Working capital	$-3.4B
Working capital turnover	-8.47

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	-1.58%
Dividend growth	0%
Dividend growth years	0
Dividend payment date	2026-12-15
Dividend payment years	1
Dividend payout frequency	Quarterly
Dividend per share	$1.78
Dividend yield	3.69%
Ex-dividend date	2026-12-14
Last dividend	$0.89
Payout ratio	42.89%
Shareholder yield	2.09%

Performance and technicals

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

Metric	Value
150-day SMA	$49.26
1D price change	-0.7%
1M price change	7.87%
1M total return	7.87%
1W price change	1.01%
1W total return	1.01%
20-day SMA	$47.03
200-day SMA	$49.89
3M price change	-4.27%
3M total return	-2.43%
50-day SMA	$46.97
50-day SMA vs 200-day SMA	50under200
52-week high	$53.99
52-week high date	2026-02-20
52-week low	$44.35
52-week low date	2026-09-29
6M price change	-5.15%
6M total return	-3.33%
All-time high	$53.99
All-time high date	2026-02-20
All-time low	$44.35
All-time low date	2026-09-29
Average true range (ATR)	$0.63
Average volume	784.4K
Beta (5Y)	0.3
Change from 52-week high	-10.61%
Change from 52-week low	8.82%
Change from all-time high	-10.61%
Change from all-time low	8.82%
Change from open	0.5%
Day's gap	-1.19%
Dollar volume	$1.8M
High price	$48.26
Low price	$48.02
Monthly RSI	0
Open price	$48.02
Position in 52-week range	100%
Previous close	$48.60
Price vs 150-day SMA	-2.03%
Price vs 20-day SMA	2.61%
Price vs 200-day SMA	-3.26%
Price vs 50-day SMA	2.75%
Relative volume	0.05
RSI	61.95
Sharpe ratio	-0.34
Sortino ratio	-0.08
Volume	38.1K
Weekly RSI	49.02
YTD price change	-4.17%
YTD total return	-2.33%

Ownership and float

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

Metric	Value
Float	1.1B
Float percentage	99.76%
Shares change (QoQ)	1.15%
Shares change (YoY)	1.58%
Shares held by insiders	0.12%
Shares held by institutions	73.93%
Shares outstanding	1.2B
Short % of float	0.02%
Short % of shares	0.02%
Short ratio	0.5 days

Deeper analysis on SOMN

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this SOMN report

Is a complete SOMN research report available?

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

The Southern Company (SOMN)

Price

Financial snapshot

Fair-value bridge

Latest news · SOMN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SOMN indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SOMN

Frequently asked questions