The Southern Company (SO)

Price$94.00

Value ScoreD

Growth ScoreC

Momentum ScoreC

Favorite Metrics

Price vs S&P 500 (26W)-1.00%

Price vs S&P 500 (4W)0.95%

VGM Score42.73

Market Capitalization$105.61B

P/E Ratio (Annual)24.33x

Indicated Dividend Yield (Annual)3.26%

All Metrics

P/CF (Annual)10.77x

Book Value / Share (Quarterly)$32.93

P/TBV (Annual)2.69x

Indicated Dividend (Annual)$3.04

Revenue Growth (3Y)-0.33%

Cash Flow / Share (Quarterly)$-3.07

Payout Ratio (TTM)70.02%

Price vs S&P 500 (YTD)-1.23%

Gross Margin (TTM)40.04%

Net Profit Margin (TTM)15.09%

EPS (TTM)$3.91

10-Day Avg Trading Volume6.34M

EPS Excl Extra (TTM)$3.91

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)$0.87

P/E Basic Excl Extra (TTM)24.21x

Revenue Growth QoQ (YoY)8.55%

EPS Growth (5Y)5.87%

P/E Normalized (Annual)24.33x

ROA (Last FY)2.79%

Revenue Growth TTM (YoY)8.74%

EBITD / Share (TTM)$11.60

ROE (5Y Avg)11.62%

Operating Margin (TTM)25.23%

Cash Flow / Share (Annual)$-2.67

P/B Ratio2.85x

P/B Ratio (Quarterly)2.93x

Net Income / Employee (Annual)$145,700

EV / Revenue (TTM)6.20x

Net Interest Coverage (TTM)2.60x

ROA (TTM)2.84%

EPS Growth QoQ (YoY)-0.42%

EV / EBITDA (TTM)13.86x

EPS Incl Extra (Annual)$3.91

Current Ratio (Annual)0.65x

Quick Ratio (Quarterly)0.42x

3-Month Avg Trading Volume5.78M

52-Week Price Return4.15%

P/E Incl Extra (TTM)24.21x

Revenue / Employee (TTM)$970,000

Tangible BV / Share (Quarterly)$32.67

P/S Ratio (Annual)3.74x

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 Return6.80%

Quick Ratio (Annual)0.43x

13-Week Price Return-3.11%

Total Debt / Equity (Annual)2.02x

Current Ratio (Quarterly)0.65x

Enterprise Value$179.15B

Revenue / Share Growth (5Y)6.63%

Asset Turnover (TTM)0.19x

Book Value / Share Growth (5Y)4.97%

Revenue / Employee (Annual)$948,600

Inventory Turnover (Annual)0.97x

Pretax Margin (Annual)17.68%

Cash / Share (Annual)$1.49

3-Month Return Std Dev18.68%

Net Income / Employee (TTM)$146,400

EBITDA CAGR (5Y)9.30%

EBITDA Interim CAGR (5Y)6.85%

ROE (Last FY)12.05%

Net Interest Coverage (Annual)2.58x

EPS Basic Excl Extra (Annual)$3.91

P/FCF (TTM)188.93x

Receivables Turnover (TTM)12.32x

Total Debt / Equity (Quarterly)2.01x

EPS Incl Extra (TTM)$3.91

Receivables Turnover (Annual)13.08x

ROI (TTM)4.05%

Dividend Growth Rate (5Y)2.35%

P/S Ratio (TTM)3.65x

Pretax Margin (5Y Avg)16.46%

Revenue / Share (Annual)$25.49

Tangible BV / Share (Annual)$32.50

Forward P/E19.51x

Price vs S&P 500 (52W)-18.53%

P/E Ratio (TTM)24.21x

EPS Growth TTM (YoY)-6.31%

Year-to-Date Return6.96%

5-Day Price Return0.72%

EPS Normalized (Annual)$3.91

ROA (5Y Avg)2.64%

Net Profit Margin (Annual)15.36%

Month-to-Date Return1.33%

Cash Flow / Share (TTM)$6.94

EBITD / Share (Annual)$11.53

EPS Growth (3Y)6.18%

Operating Margin (Annual)25.77%

LT Debt / Equity (Annual)1.80x

P/CF (TTM)10.80x

ROI (5Y Avg)3.94%

P/E Excl Extra (TTM)24.21x

LT Debt / Equity (Quarterly)1.81x

EPS Basic Excl Extra (TTM)$3.91

P/TBV (Quarterly)2.95x

Payout Ratio (Annual)69.45%

P/B Ratio (Annual)2.67x

Dividend / Share (TTM)$2.74

Inventory Turnover (TTM)1.12x

Pretax Margin (TTM)17.35%

Book Value / Share (Annual)$32.77

Price vs S&P 500 (13W)-12.19%

Net Margin Growth (5Y)-0.70%

Dividend Yield (TTM)2.89%

Beta0.33x

P/FCF (Annual)126.78x

Revenue / Share (TTM)$25.63

ROE (TTM)12.28%

52-Week Low$83.80

vGradeD

gGradeC

mGradeC

vgmGradeC

Show chart for

Earnings Surprise History

Q1 261.32est. 1.25

Analyst Recommendations

Mar 2026

Apr 2026

May 2026

Jun 2026

3.53

3.56

3.55

Industry Peers — Electric Services(92)

Symbol	Value Score	Growth Score	Momentum Score	Price
SOThe Southern Company	D	C	C	$94.00
NEENextEra Energy, Inc.	D	B	C	$85.99
SOJCThe Southern Company Series 2017B 5.25% Junior Subordinated Notes due December 1, 2077	D	C	C	$20.90
SOJDThe Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080	D	C	C	$19.58
SOJEThe Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 15, 2060	D	C	C	$16.91
SOJFThe Southern Company Series 2025A 6.50% Junior Subordinated Notes due March 15, 2085	D	C	C	$25.01
SOMNThe Southern Company 2025 Series A Corporate Units	D	C	C	$49.20
CEGConstellation Energy Corporation Common Stock	D	B	F	$253.76
AEPAmerican Electric Power Company, Inc.	C	B	B	$129.23
DDominion Energy, Inc Common Stock	C	C	B	$67.91
ETREntergy Corporation	D	C	B	$111.11

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.