Back to Screener

The Southern Company (SO)

Price$93.51

Favorite Metrics

Price vs S&P 500 (26W)-11.55%
Price vs S&P 500 (4W)-8.39%
Market Capitalization$104.55B
P/E Ratio (Annual)24.08x
Indicated Dividend Yield (Annual)3.25%

All Metrics

P/CF (Annual)10.67x
Book Value / Share (Quarterly)$32.77
P/TBV (Annual)2.69x
Indicated Dividend (Annual)$2.96
Revenue Growth (3Y)-0.33%
Cash Flow / Share (Quarterly)$-2.67
Payout Ratio (TTM)69.45%
Price vs S&P 500 (YTD)3.31%
Gross Margin (TTM)40.04%
Net Profit Margin (TTM)15.36%
EPS (TTM)$3.92
10-Day Avg Trading Volume4.20M
EPS Excl Extra (TTM)$3.92
Revenue Growth (5Y)7.50%
EPS (Annual)$3.91
Dividend / Share (Annual)$2.74
ROI (Annual)4.00%
Net Profit Margin (5Y Avg)14.41%
Cash / Share (Quarterly)$1.49
P/E Basic Excl Extra (TTM)24.08x
Revenue Growth QoQ (YoY)11.00%
EPS Growth (5Y)5.87%
P/E Normalized (Annual)24.08x
ROA (Last FY)2.79%
Revenue Growth TTM (YoY)10.55%
EBITD / Share (TTM)$12.29
ROE (5Y Avg)11.62%
Operating Margin (TTM)25.77%
Cash Flow / Share (Annual)$-2.67
P/B Ratio2.90x
P/B Ratio (Quarterly)2.67x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)6.21x
Net Interest Coverage (TTM)2.60x
ROA (TTM)2.87%
EPS Growth QoQ (YoY)-22.80%
EV / EBITDA (TTM)12.88x
EPS Incl Extra (Annual)$3.91
Current Ratio (Annual)0.65x
Quick Ratio (Quarterly)0.43x
3-Month Avg Trading Volume5.76M
52-Week Price Return1.85%
P/E Incl Extra (TTM)24.08x
Revenue / Employee (TTM)$1
Tangible BV / Share (Quarterly)$32.50
P/S Ratio (Annual)3.70x
Asset Turnover (Annual)0.18x
52-Week High$100.84
Operating Margin (5Y Avg)22.53%
EPS Excl Extra (Annual)$3.91
CapEx CAGR (5Y)11.35%
Tangible BV CAGR (5Y)5.16%
26-Week Price Return-4.66%
Quick Ratio (Annual)0.43x
13-Week Price Return5.33%
Total Debt / Equity (Annual)2.02x
Current Ratio (Quarterly)0.65x
Enterprise Value$175,503.14
Revenue / Share Growth (5Y)6.63%
Asset Turnover (TTM)0.19x
Book Value / Share Growth (5Y)4.97%
Revenue / Employee (Annual)$1
Inventory Turnover (Annual)0.97x
Pretax Margin (Annual)17.68%
Cash / Share (Annual)$1.49
3-Month Return Std Dev18.73%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)9.43%
EBITDA Interim CAGR (5Y)9.08%
ROE (Last FY)12.05%
Net Interest Coverage (Annual)2.60x
EPS Basic Excl Extra (Annual)$3.91
P/FCF (TTM)187.03x
Receivables Turnover (TTM)13.08x
Total Debt / Equity (Quarterly)2.02x
EPS Incl Extra (TTM)$3.92
Receivables Turnover (Annual)13.08x
ROI (TTM)4.12%
Dividend Growth Rate (5Y)2.35%
P/S Ratio (TTM)3.70x
Pretax Margin (5Y Avg)16.46%
Revenue / Share (Annual)$25.49
Tangible BV / Share (Annual)$32.50
Forward P/E20.46x
Price vs S&P 500 (52W)-32.78%
P/E Ratio (TTM)24.08x
EPS Growth TTM (YoY)-1.94%
Year-to-Date Return7.24%
5-Day Price Return-2.55%
EPS Normalized (Annual)$3.91
ROA (5Y Avg)2.64%
Net Profit Margin (Annual)15.36%
Month-to-Date Return-3.12%
Cash Flow / Share (TTM)$6.94
EBITD / Share (Annual)$12.29
EPS Growth (3Y)6.18%
Operating Margin (Annual)25.77%
LT Debt / Equity (Annual)1.80x
P/CF (TTM)10.67x
ROI (5Y Avg)3.94%
P/E Excl Extra (TTM)24.08x
LT Debt / Equity (Quarterly)1.82x
EPS Basic Excl Extra (TTM)$3.92
P/TBV (Quarterly)2.69x
Payout Ratio (Annual)69.45%
P/B Ratio (Annual)2.67x
Dividend / Share (TTM)$2.74
Inventory Turnover (TTM)0.97x
Pretax Margin (TTM)17.68%
Book Value / Share (Annual)$32.77
Price vs S&P 500 (13W)2.95%
Net Margin Growth (5Y)-0.70%
Dividend Yield (TTM)2.88%
Beta0.35x
P/FCF (Annual)125.51x
Revenue / Share (TTM)$25.42
ROE (TTM)12.50%
52-Week Low$83.09

Analyst Recommendations

Jan 2026
Feb 2026
Mar 2026
Apr 2026
3.50
3.47
3.53
3.56

Industry Peers — Electric Services(56)

SymbolIndicated Dividend Yield (Annual)P/E Ratio (Annual)Payout Ratio (TTM)Total Debt / Equity (Quarterly)Price
SOThe Southern Company
3.25%24.08x69.45%2.02x$93.51
ENICEnel Chile S.A. American Depositary Shares Representing Common Stock (Each representing 50 shares of Common Stock)
5.02%11.71x65.37%0.55x$4.60
NEENextEra Energy, Inc.
2.71%28.26x68.48%1.75x$92.01
SOJCThe Southern Company Series 2017B 5.25% Junior Subordinated Notes due December 1, 2077
3.25%24.08x69.45%2.02x$21.61
SOJDThe Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080
3.13%24.08x69.45%2.02x$20.37
SOJEThe Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 15, 2060
3.25%24.08x69.45%2.02x$17.39
SOJFThe Southern Company Series 2025A 6.50% Junior Subordinated Notes due March 15, 2085
3.13%24.08x69.45%2.02x$25.30
SOMNThe Southern Company 2025 Series A Corporate Units
3.13%24.08x69.45%2.02x$50.60
CEGConstellation Energy Corporation Common Stock
0.59%44.93x20.96%0.62x$287.56
AEPAmerican Electric Power Company, Inc.
2.84%20.29x56.09%1.57x$133.28
DDominion Energy, Inc Common Stock
4.28%18.24x76.47%1.68x$62.22

About

Southern operates as a vertically integrated utility serving 9 million customers in the Southeast with rate-regulated electric and natural gas operations. The company owns 44 gigawatts of regulated generation capacity primarily serving Georgia, Alabama, and Mississippi. Its Southern Power subsidiary operates 13 gigawatts of natural gas and renewable generation, with electricity sold under long-term contracts, diversifying revenue beyond core utility operations.