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Company Analysis

Southern Company (The) SO

A comprehensive view of key metrics, scores, and financial health for Southern Company (The)

Overview of The Southern Company

SO NYQ
Utilities Utilities - Regulated Electric Large Cap
The Southern Company (SO), is a Large Cap company, in the Utilities - Regulated Electric industry, last closed at $94.41, about 50.1% overvalued vs fair value, +2.7% 1Y return, ranked 101/116 in sector.
Metrics Rev Growth 10.6% ROE 12.5% Gross Margin 29.8% Div Yield 3.14%
$94.41
0.68%
As of April 28, 2026
Previous close • Vol 90d: 17.8%
52-Week Range
Market Cap
$105.68B
Enterprise Value
$169.86B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Weak
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Weak
Valuation
Fair
Completeness: 54%
Confidence: 22%
Updated: Mar 8
Top Beats
No strong beats yet

Quick Facts

Website https://www.southerncompany.co...
HQ Atlanta, GA
Employees 29,502
Fiscal year Dec 31

Next Events

Earnings Apr 30 Call: Apr 30

Fair Value Snapshot

Bear Base Bull
$39
$47
$55
Current: $94.41 -50% vs base

Engine Room Money Flow™

Large Cap

Regulated Utilities - Where revenue goes and how value is created

Flow Steps
Total Revenue
$29.6B
10.6%%
EBITDA
$14.3B
8.3%%
Operating Income (EBIT)
$7.3B
2.9%%
Net Income
$4.3B
-1.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Regulated Utilities

Quality & Reliability Indicators

Interest Coverage
4.3x
Good

EBITDA ÷ Interest Expense — debt service capacity. Utilities carry 50–60% leverage; ≥3x is healthy for regulated issuers.

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$4.6B

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
Analysis based on partial data. Some metrics unavailable for complete assessment.
2
Active Leaks
0/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Regulated Utilities

Competitive Advantage Assessment

Evaluating Southern Company (The)'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
54
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Regulatory Franchise

Developing
49
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Regulated Utilities vs Industry Peers 80% Coverage
Trade-Off Triangle Visualization A ternary plot showing SO's balance between Growth (25.6%), Profitability (49.5%), and Safety (24.9%). Growth 26% Safety 25% Profitability 49%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

39th percentile vs peers
39
Key Signals
Rev Growth YoY 10.6% 58p Asset Growth YoY 7.3% 31p Equity Growth YoY 5.6% 41p Revenue CAGR 3Y 0.3% 23p
Strengths
  • ROE in top 20% of peers (12.5%, 81th percentile)
  • EBITDA Margin in top 20% of peers (48.5%, 85th percentile)
Risks
  • Growth below peer median (percentile: 39)

Profitability

75th percentile vs peers
76
Key Signals
Strengths
Risks
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Safety

38th percentile vs peers
38
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Southern Company (The).

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$47.09
- - -
-50.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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