The Southern Company SO SPX
Company Overview
The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
Why Investors Should Care
Operating margin of 25.8% supports profitability.
Offers a dividend yield of 3.17%.
Recent Developments
- Dec 2025 Revenue of $29.55B (+10.6% YoY); net profit $4.34B.
- Trailing 12 Months Year-on-year growth — revenue +8.0%, earnings -0.8%.
- 5-Year Trend Long-term compounding — revenue CAGR 3.7%, profit CAGR 5.2%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 3.71% |
| 1 Year: | 8.00% |
Compounded Profit Growth
| 5 Years: | 5.23% |
| 1 Year: | -0.80% |
Stock Price Performance
| 1 Year: | +5.41% |
| 6 Months: | +10.83% |
| 3 Months: | -0.60% |
| 1 Month: | +0.64% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)48.15 · Neutral
P/E of 24.19 is above the sector median of 21.68 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Attractive dividend yield of 3.17%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Utilities).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SO The Southern Company SPX | 94.60 | 24.19 | $106.64B | 3.17% | 5.25% | 10.99% | 3.71% | 5.23% |
| 2 | NEE NextEra Energy, Inc. SPX | 89.10 | 22.61 | $185.83B | 2.78% | 4.36% | 10.32% | 4.12% | 8.76% |
| 3 | DUK Duke Energy Corporation SPX | 124.34 | 19.22 | $96.93B | 3.36% | 4.94% | 9.66% | 5.53% | 6.88% |
| 4 | CEG Constellation Energy Corporation NDXSPXAI | 258.12 | 22.52 | $92.18B | 0.66% | 6.26% | 16.10% | 5.18% | 31.53% |
| 5 | AEP American Electric Power Company, Inc. NDXSPX | 132.50 | 19.60 | $72.09B | 2.94% | 5.68% | 12.58% | 3.66% | 15.77% |
| 6 | D Dominion Energy, Inc. SPX | 70.97 | 20.75 | $62.42B | 3.77% | 4.19% | 9.79% | 0.61% | 0.93% |
| 7 | SRE Sempra SPX | 92.78 | 31.56 | $60.65B | 2.82% | 3.46% | 5.69% | 3.05% | 3.18% |
| 8 | VST Vistra Corp. SPXAI | 160.23 | 26.79 | $54.03B | 0.61% | 7.08% | 42.90% | 8.92% | 58.98% |
| 9 | ETR Entergy Corporation SPX | 114.24 | 28.99 | $53.30B | 2.22% | 5.00% | 10.75% | 1.44% | 2.17% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Dec 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.02B | 4.18B | 4.34B | 5.40B | 3.57B | 3.99B | 4.46B | 6.26B | 5.18B | 5.77B | 5.43B | 6.20B | 5.63B | 6.37B | 5.63B | 6.16B | 5.34B | 5.41B | 5.10B | 6.00B | 4.91B | 5.02B | 4.62B | 5.62B | 5.91B | 5.20B | 6.24B | 6.65B | 7.21B | 8.38B | 6.48B | 5.75B | 6.98B | 6.65B | 6.46B | 7.27B | 7.78B | 6.97B | 7.82B | 8.40B |
| Operating Income | 561.00M | 957.00M | 1.10B | 1.65B | 578.00M | 940.00M | 1.19B | 1.92B | 587.00M | 1.25B | -1.65B | 1.99B | 739.00M | 1.38B | 63.00M | 2.17B | 578.00M | 3.69B | 1.34B | 2.01B | 690.00M | 1.26B | 1.06B | 1.83B | 1.60B | 708.00M | 1.72B | 1.38B | 1.66B | 2.19B | 1.22B | 1.29B | 2.11B | 1.70B | 1.94B | 2.37B | 2.01B | 1.76B | 2.59B | 2.02B |
| Net Income | - | - | - | - | - | - | - | - | - | 658.00M | -1.38B | 1.07B | 496.00M | 938.00M | -154.00M | 1.16B | 278.00M | 2.08B | 899.00M | 1.32B | 440.00M | - | 612.00M | 1.25B | - | 372.00M | 1.10B | - | 1.11B | 1.47B | - | - | - | - | 1.20B | 1.53B | 1.33B | 880.00M | 1.71B | 1.36B |
| Diluted EPS | 0.31 | 0.56 | 0.69 | 1.05 | 0.30 | 0.53 | 0.66 | 1.17 | 0.20 | 0.66 | -1.37 | 1.06 | 0.49 | 0.92 | -0.15 | 1.13 | 0.27 | 1.99 | 0.85 | 1.25 | 0.42 | 0.81 | 0.58 | 1.18 | 1.06 | 0.35 | 1.03 | 0.97 | 1.03 | 1.35 | 0.79 | 0.76 | 1.29 | 1.03 | 1.09 | 1.39 | 1.21 | 0.79 | 1.54 | 1.20 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 15.35B | 17.13B | 15.74B | 17.46B | 17.66B | 16.54B | 17.09B | 18.47B | 17.49B | 19.90B | 23.03B | 23.50B | 21.42B | 20.38B | 23.11B | 29.28B | 25.25B | 26.72B | 29.55B |
| Operating Income | 3.33B | 3.51B | 3.27B | 3.80B | 4.23B | 4.46B | 3.25B | 3.64B | 4.28B | 4.49B | 2.33B | 4.19B | 7.74B | 4.88B | 3.70B | 5.37B | 5.83B | 7.07B | 7.29B |
| Net Income | 1.73B | 1.74B | 1.64B | 1.98B | 2.20B | 2.35B | 1.64B | 1.96B | 2.37B | 2.45B | 842.00M | 2.23B | 4.74B | 3.12B | 2.39B | 3.52B | 3.98B | 4.40B | 4.34B |
| Diluted EPS | 2.28 | 2.25 | 2.06 | 2.36 | 2.55 | 2.67 | 1.87 | 2.18 | 2.59 | 2.55 | 0.84 | 2.17 | 4.50 | 2.93 | 2.24 | 3.26 | 3.62 | 3.99 | 3.92 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2006 | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Jun 2016 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 48.35B | 52.05B | 55.03B | 59.27B | 63.15B | 64.26B | 70.23B | 78.32B | - | 109.70B | 111.00B | 116.91B | 118.70B | 122.94B | 127.53B | 134.89B | 139.33B | 145.18B | 155.72B |
| Total Equity | 11.62B | 13.09B | 13.98B | 15.59B | 16.91B | 18.29B | 18.30B | 19.01B | 19.95B | 20.59B | 8.00B | 24.76B | 24.17B | 24.72B | 27.50B | 27.97B | 27.87B | 30.41B | 31.44B | 33.21B | 36.02B |
| Cash & Equivalents | 167.00M | 201.00M | 417.00M | 690.00M | 447.00M | 1.31B | 628.00M | 659.00M | 710.00M | 1.40B | - | 1.98B | 2.13B | 1.40B | 1.98B | 1.06B | 1.80B | 1.92B | 748.00M | 1.07B | 1.64B |
| Total Liabilities | - | - | 33.99B | 36.09B | 37.75B | 40.61B | 43.77B | 44.41B | 48.89B | 56.17B | - | 82.80B | 85.15B | 87.58B | 86.65B | 90.41B | 94.97B | 100.36B | 104.11B | 108.51B | 116.85B |
| Current Liabilities | - | - | 5.23B | 5.58B | 6.47B | 6.58B | 7.01B | 5.53B | 8.96B | 9.13B | - | 12.92B | 13.59B | 14.29B | 12.55B | 12.08B | 10.92B | 15.72B | 13.47B | 15.99B | 16.89B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 3.43B | 3.46B | 3.26B | 3.99B | 5.90B | 4.90B | 6.10B | 5.82B | 6.27B | 4.89B | 6.39B | 6.95B | 5.78B | 6.70B | 6.17B | 6.30B | 7.55B | 9.79B | 9.80B |
| Investing Cash Flow | -3.71B | -4.13B | -4.32B | -4.26B | -4.18B | -5.17B | -5.74B | -6.41B | -7.28B | -20.05B | -7.19B | -5.76B | -3.39B | -7.03B | -7.35B | -8.43B | -9.67B | -9.40B | -13.96B |
| Financing Cash Flow | 309.00M | 878.00M | 1.33B | 22.00M | -852.00M | -417.00M | -324.00M | 644.00M | 1.70B | 15.72B | 951.00M | -1.81B | -1.93B | -576.00M | 1.95B | 2.34B | 999.00M | -208.00M | 4.70B |
| Capital Expenditure | -3.55B | -3.96B | -4.67B | -4.09B | -4.53B | -4.81B | -5.33B | -5.25B | -5.67B | -7.31B | -7.42B | -8.00B | -7.55B | -7.52B | -7.59B | -7.92B | -9.10B | -8.96B | -12.74B |
| Free Cash Flow | -112.00M | -497.00M | -1.41B | -95.00M | 1.38B | 89.00M | 766.00M | 569.00M | 600.00M | -2.42B | -1.03B | -1.06B | -1.77B | -826.00M | -1.42B | -1.62B | -1.54B | 833.00M | -2.94B |
| Share Buybacks | - | - | - | 0 | 0 | 430.00M | 20.00M | 5.00M | 115.00M | 0 | 0 | - | - | - | - | - | - | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | 21.7% | 20.5% | 20.8% | 21.8% | 24.0% | 27.0% | 19.0% | 19.7% | 24.5% | 22.5% | 10.1% | 17.8% | 36.1% | 24.0% | 16.0% | 18.3% | 23.1% | 26.4% | 24.7% |
| Net Margin % | 11.3% | 10.2% | 10.4% | 11.3% | 12.5% | 14.2% | 9.6% | 10.6% | 13.5% | 12.3% | 3.7% | 9.5% | 22.1% | 15.3% | 10.4% | 12.0% | 15.7% | 16.5% | 14.7% |
| ROE % | 13.2% | 12.5% | 10.5% | 11.7% | 12.0% | 12.8% | 8.6% | 9.8% | 11.5% | 9.9% | 3.5% | 9.0% | 17.2% | 11.2% | 8.6% | 11.6% | 12.6% | 13.3% | 12.1% |
| ROCE % | - | 8.1% | 7.0% | 7.8% | 8.0% | 8.0% | 5.5% | 5.9% | 6.2% | 4.6% | 2.4% | 4.1% | 7.3% | 4.4% | 3.2% | 4.5% | 4.6% | 5.5% | 5.2% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 8.02% | 90.37M | $8.62B |
| 2 | Vanguard Capital Management LLC | 6.35% | 71.54M | $6.82B |
| 3 | State Street Corporation | 5.59% | 62.98M | $6.00B |
| 4 | Capital World Investors | 4.99% | 56.24M | $5.36B |
| 5 | JPMORGAN CHASE & CO | 3.84% | 43.34M | $4.13B |
| 6 | Price (T.Rowe) Associates Inc | 3.23% | 36.43M | $3.47B |
| 7 | Geode Capital Management, LLC | 2.52% | 28.36M | $2.70B |
| 8 | Vanguard Portfolio Management LLC | 2.32% | 26.14M | $2.49B |
| 9 | FMR, LLC | 2.03% | 22.89M | $2.18B |
| 10 | Franklin Resources, Inc. | 1.49% | 16.81M | $1.60B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SO
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SO — Frequently Asked Questions
What is the current share price of The Southern Company (SO)?
As of 2026-07-15 16:51 PDT, The Southern Company (SO) trades at $94.60 on NYSE. Its 52-week range is $82.74 to $98.30.
What is the market capitalisation of SO?
The Southern Company (SO) has a market capitalisation of $106.64B on NYSE.
What is the P/E ratio of SO?
SO trades at a trailing price-to-earnings (P/E) ratio of 24.19. The industry average P/E is 21.68. Its price-to-book (P/B) ratio is 2.90.
Does SO pay a dividend?
The Southern Company (SO) currently offers a dividend yield of 3.17%.
What is the return on equity (ROE) of SO?
SO has a return on equity (ROE) of 10.99%. Its return on capital employed (ROCE) is 5.25%.
Is SO a good stock to buy?
This page provides a data-driven analysis of The Southern Company (SO), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.