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SO

HOLD

The Southern Company · Utilities · United States · $109.6B · Avg Vol: $483M/d

50
StockRank
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Q
45
V
34
M
65
P/E (TTM)
22.0x
ROE
11.5%
D/E
1.8x
Dividend %
3.2%

COMPANY DESCRIPTION

The Southern Company is a major energy company that provides electricity to customers across three states and natural gas distribution to four states in the southeastern United States. Operating primarily as a regulated utility, it benefits from stable demand, high barriers to entry, and a predictable revenue stream derived from its extensive generation and distribution infrastructure.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue29.3B25.3B26.7B29.6B0.3%30.2B31.0B32.8B5.3%
EPS3.283.644.053.946.3%4.154.204.517.0%
Shares1.1B1.1B1.1B1.1B+1.8%1.2B
Debt59.1B63.5B66.3B74.1B7.8%77.1B
Equity30.4B31.4B33.2B36.0B5.8%
Op CF6.3B7.6B9.8B9.8B15.9%10.7B
Inv CF-8.4B-9.7B-9.4B-14.0B
Fin CF2.3B999.0M-208.0M4.7B
Loading 1Y...
PRICE (1Y)-4.6%
92.6994.0195.3496.6697.98Jun 26Jul 20Aug 7
SMA 50SMA 200

Close
$92.69
RSI (14)
41.3
52W High
$99.26
From 52W High
0.9%

SCORE BREAKDOWN

Quality
45
ROIC
5.9%51.2
ROE
11.5%76.7
GP/Assets
9.4%54.8
Op. Margin
29.6%81.2
FCF/Assets
-1.9%30.0
Piotroski
412.7
Int. Cover
2.5x32.7
D/E Ratio
1.82x20.0
Current Ratio
0.79x32.0
Value
34
P/E (TTM)
22.0x37.5
EV/EBITDA
12.8x39.9
P/FCF
N/A
P/B
2.7xN/A
P/S
3.5x23.3
Div Yield
3.2%49.5
Momentum
65
52W High %
93%84.1
RS 6M
-11%41.0
SMA 50/200
1.03x64.9
EPS Rev 4W
+0.1%74.7
EPS Rev 12W
+0.1%71.0
EPS Improve
+19%48.3
Q Growth
33%77.2

FUNDAMENTALS

Market Cap
$109.6B
P/E (Forward)
18.6x
Gross Margin
48.3%

SECTOR PEERS

Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of SO are excluded.

TickerCompanyMkt CapStockRankSignal
SOThe Southern Company(you)$109.6B50HOLD
DUKDuke Energy Corporation$101.8B51HOLD
NG.LNational Grid plc$81.8B53HOLD
NEE.MXNextEra Energy, Inc.$184.0B49HOLD
DDominion Energy, Inc.$62.5B45HOLD
EXCExelon Corporation$48.6B53HOLD
ETREntergy Corporation$54.1B45HOLD
AEPAmerican Electric Power Company, Inc.$73.7B35HOLD
XELXcel Energy Inc.$51.0B42HOLD
PEGPublic Service Enterprise Group Incorporated$39.8B45HOLD

Peer medians: ROE 8.1% · P/E 18.5x · Gross margin 34.4%

The Southern Company (SO): Stock Score Summary

The Southern Company (SO) has a MoatMap StockRank of 50/100 based on Quality (45/100), Value (34/100), and Momentum (65/100) factor scores. The current signal is HOLD.

The Southern Company is a major energy company that provides electricity to customers across three states and natural gas distribution to four states in the southeastern United States. Operating primarily as a regulated utility, it benefits from stable demand, high barriers to entry, and a predictable revenue stream derived from its extensive generation and distribution infrastructure.

Key Financial Metrics

Price$92.69
Market Cap$109.6B
P/E (TTM)22.01
P/E (Forward)18.55
Price/Book2.66
Return on Equity11.5%
Return on Invested Capital5.9%
Debt/Equity1.82x
Gross Margin48.3%
Operating Margin29.6%
Revenue Growth0.1%
Dividend Yield3.2%
Free Cash Flow$-2.9B

The Southern Company operates in the Utilities - Regulated Electric industry, part of the Utilities sector (United States).

Frequently Asked Questions

What is The Southern Company’s (SO) StockRank?
MoatMap’s StockRank for The Southern Company (SO) is 50/100, with a Hold signal. It is a composite of Quality (45), Value (34), and Momentum (65) factor ranks across MoatMap’s 20,000+ stock universe.
Does The Southern Company have an economic moat?
The Southern Company (SO) has a Quality factor score of 45/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is The Southern Company a buy, hold, or sell?
MoatMap’s current signal for The Southern Company (SO) is Hold, based on a StockRank of 50/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is The Southern Company in?
The Southern Company (SO) operates in the Utilities sector, specifically the Utilities - Regulated Electric industry (United States).