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The Southern Company SO SPX

Utilities · Utilities - Regulated Electric · United States
https://www.southerncompany.com

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.

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$92.05
+5.62% 1Y

Market & Price

Market Cap
$103.77B
Current Price
$92.05
High / Low (52W)
$98.30 / $82.74
Beta
0.36

Valuation

Stock P/E
23.54
Industry PE
19.80
Forward P/E
18.72
PEG Ratio
2.62
Book Value
$32.93
Price to Book
2.80
P/S
3.44
EV/EBITDA
12.99
Dividend Yield
3.30%

Profitability & Returns

ROCE
5.93%
ROE
10.99%
ROA
3.24%
Profit Margin
14.46%
Op Margin
25.82%
EPS (Latest Qtr)
$1.20
EPS (TTM)
$3.91

Balance Sheet & Liquidity

Debt/Equity
1.90
Quick Ratio
0.32
Current Ratio
0.65
Debt
$76.00B
Total Assets
$155.72B
Current Assets
$10.92B
Working Capital
$-5.97B

Ownership

Promoter Holding
0.10%
Chg in Prom Hold
-
FII / Inst Holding
72.60%
Chg in FII Hold
0.02%

Financial Snapshot

Enterprise Value
$181.58B
Total Revenue (TTM)
$30.18B
EBITDA
$13.97B
Free Cash Flow
$-3.95B
Operating Cash Flow
$9.78B
Shares Outstanding
1.13B
Gross Margin
48.00%
Payout Ratio
75.70%

Growth (CAGR)

Revenue 5Y
0.31%
Profit 5Y
7.09%
Revenue (YoY)
8.00%
Earnings (YoY)
-0.80%

PROS

  • Attractive dividend yield of 3.30%.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Utilities).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 SO The Southern Company SPX 92.05 23.54 $103.77B 3.30% 5.93% 10.99% 0.31% 7.09%
2 NEE NextEra Energy, Inc. SPX 87.01 22.08 $181.47B 2.86% 4.79% 10.32% 9.36% 18.12%
3 DUK Duke Energy Corporation SPX 122.73 18.88 $95.68B 3.47% 5.35% 9.66% 3.87% 24.90%
4 AEP American Electric Power Company, Inc. NDXSPX 126.67 18.74 $68.92B 3.00% 5.68% 12.58% 3.66% 15.77%
5 D Dominion Energy, Inc. SPX 66.94 19.75 $58.87B 3.99% 5.34% 9.79% 5.80% 36.03%
6 SRE Sempra SPX 89.13 30.32 $58.26B 2.95% 3.04% 5.69% -1.73% -4.95%
7 VST Vistra Corp. SPXAI 160.23 26.79 $54.03B 0.57% 7.08% 42.90% 8.92% 58.98%
8 ETR Entergy Corporation SPX 109.05 27.89 $49.93B 2.35% 5.63% 10.75% -2.02% 17.36%
9 XEL Xcel Energy Inc. NDXSPX 79.50 22.91 $49.63B 2.98% 4.19% 9.59% -1.42% 5.15%
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Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 4.34B5.40B3.57B3.99B4.46B6.26B5.18B5.77B5.43B6.20B5.63B6.37B5.63B6.16B5.34B5.41B5.10B6.00B4.91B5.02B4.62B5.62B5.91B5.20B6.24B6.65B7.21B8.38B6.48B5.75B6.98B6.65B6.46B7.27B-7.78B6.97B7.82B6.98B8.40B
Cost of Revenue -----------------------------------4.03B3.48B3.52B4.19B4.50B
Gross Profit -----------------------------------3.74B3.49B4.30B2.79B3.90B
Operating Expenses -----------------------------------1.73B1.73B1.71B1.87B1.88B
Operating Income 1.10B1.65B578.00M940.00M1.19B1.92B587.00M1.25B-1.65B1.99B739.00M1.38B63.00M2.17B578.00M3.69B1.34B2.01B690.00M1.26B1.06B1.83B1.60B708.00M1.72B1.38B1.66B2.19B1.22B1.29B2.11B1.70B1.94B2.37B-2.01B1.76B2.59B917.00M2.02B
EBITDA -----------------------------------3.67B3.46B4.43B2.70B3.92B
Interest Expense -----------------------------------714.00M874.00M755.00M895.00M778.00M
Pretax Income -----------------------------------1.55B1.14B2.11B196.00M1.57B
Tax Provision -----------------------------------280.00M289.00M404.00M-145.00M228.00M
Net Income -------658.00M-1.38B1.07B496.00M938.00M-154.00M1.16B278.00M2.08B899.00M1.32B440.00M-612.00M1.25B-372.00M1.10B-1.11B1.47B----1.20B1.53B-1.33B880.00M1.71B416.00M1.36B
Diluted EPS 0.691.050.300.530.661.170.200.66-1.371.060.490.92-0.151.130.271.990.851.250.420.810.581.181.060.351.030.971.031.350.790.761.291.031.091.390.481.210.791.54-1.20

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 15.35B17.13B15.74B17.46B17.66B16.54B17.09B18.47B17.49B19.90B23.03B23.50B21.42B20.38B-29.28B25.25B26.72B29.55B
Cost of Revenue ---------------18.65B13.48B13.36B15.23B
Gross Profit ---------------10.63B11.78B13.36B14.32B
Operating Expenses ---------------5.26B5.95B6.29B7.04B
Operating Income 3.33B3.51B3.27B3.80B4.23B4.46B3.25B3.64B4.28B4.49B2.33B4.19B7.74B4.88B-5.37B5.83B7.07B7.29B
EBITDA ---------------10.31B11.78B13.24B14.27B
Interest Expense ---------------2.02B2.45B2.74B3.24B
Pretax Income ---------------4.22B4.34B5.23B5.00B
Tax Provision ---------------795.00M496.00M969.00M828.00M
Net Income ---------------3.54B3.98B4.40B4.34B
Diluted EPS 2.282.252.062.362.552.671.872.182.592.550.842.174.502.93-3.263.623.993.92

Compounded Sales Growth

5 Years:0.31%
1 Year:8.00%

Compounded Profit Growth

5 Years:7.09%
1 Year:-0.80%

Stock Price Performance

1 Year:+5.62%
6 Months:+4.76%
3 Months:-4.69%
1 Month:-0.75%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Jun 2016Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --48.35B52.05B55.03B59.27B63.15B64.26B70.23B78.32B-109.70B111.00B116.91B118.70B122.94B-134.89B139.33B145.18B155.72B
Current Assets -----------------10.42B10.43B10.69B10.92B
Cash & Equivalents 167.00M201.00M417.00M690.00M447.00M1.31B628.00M659.00M710.00M1.40B-1.98B2.13B1.40B1.98B1.06B-1.92B748.00M1.07B1.64B
Inventory -----------------2.68B3.35B3.37B3.33B
Receivables -----------------2.13B2.03B2.23B2.25B
Total Liabilities --33.99B36.09B37.75B40.61B43.77B44.41B48.89B56.17B-82.80B85.15B87.58B86.65B90.41B-100.36B104.11B108.51B116.85B
Current Liabilities --5.23B5.58B6.47B6.58B7.01B5.53B8.96B9.13B-12.92B13.59B14.29B12.55B12.08B-15.72B13.47B15.99B16.89B
Long Term Debt -----------------50.66B57.21B58.77B65.65B
Total Debt -----------------59.13B63.49B66.28B74.08B
Total Equity ------18.30B19.01B19.95B20.59B8.00B24.76B24.17B24.72B27.50B27.97B-30.41B31.44B33.21B36.02B
Shares Outstanding -----------------1.10B1.09B1.10B1.12B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 3.43B3.46B3.26B3.99B5.90B4.90B6.10B5.82B6.27B4.89B6.39B6.95B5.78B6.70B-6.30B7.55B9.79B9.80B
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--8.43B-9.67B-9.40B-13.96B
Financing Cash Flow 309.00M878.00M1.33B22.00M-852.00M-417.00M-324.00M644.00M1.70B15.72B951.00M-1.81B-1.93B-576.00M-2.34B999.00M-208.00M4.70B
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--7.92B-9.10B-8.96B-12.74B
Free Cash Flow -112.00M-497.00M-1.41B-95.00M1.38B89.00M766.00M569.00M600.00M-2.42B-1.03B-1.06B-1.77B-826.00M--1.62B-1.54B833.00M-2.94B
Net Change in Cash ---------------208.00M-1.12B180.00M539.00M
Share Buybacks ---00430.00M20.00M5.00M115.00M00--------

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ---------------36.3%46.6%50.0%48.5%
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%-18.3%23.1%26.4%24.7%
Net Margin % ---------------12.1%15.7%16.5%14.7%
ROE % ---------------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%-4.5%4.6%5.5%5.2%

Shareholding Pattern

Insiders
0.10%
Institutions
72.60%
Public Float
72.67%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.02% 90.37M $8.32B
2 Vanguard Capital Management LLC 6.35% 71.54M $6.59B
3 State Street Corporation 5.59% 62.98M $5.80B
4 Capital World Investors 4.99% 56.24M $5.18B
5 JPMORGAN CHASE & CO 3.84% 43.34M $3.99B
6 Price (T.Rowe) Associates Inc 3.23% 36.43M $3.35B
7 Geode Capital Management, LLC 2.52% 28.36M $2.61B
8 Vanguard Portfolio Management LLC 2.32% 26.14M $2.41B
9 FMR, LLC 2.03% 22.89M $2.11B
10 Franklin Resources, Inc. 1.49% 16.81M $1.55B

Analyst View

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