SO

HoldSinker

The Southern Company · Utilities · United States · $96.0B · Avg Vol: $485M/d

Sinker: Weak, expensive and falling. Nothing here to keep it afloat.

38
StockRank
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Quality
43
Value
36
Momentum
50
P/E (TTM)
20.6x
peers 17.2x
ROE
11.5%
peers 7.8%
D/E
1.8x
peers 1.0x
Dividend %
3.4%
trailing yield

ABOUT THE SOUTHERN COMPANY

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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%30.2B30.9B32.7B5.3%
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)-10.7%
82.8985.3787.8590.3292.8013 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$82.89
RSI (14)
18.3
52-Week Range-15.8% from high
Low $81.79High $98.45

SCORE BREAKDOWN

Quality
43
ROIC
5.9%46.6
ROE
11.5%72.4
GP/Assets
9.4%53.8
Op. Margin
29.6%81.5
FCF/Assets
-1.9%29.3
Piotroski
413.2
Int. Cover
2.5x34.4
D/E Ratio
1.82x18.9
Current Ratio
0.79x28.7
Value
36
P/E (TTM)
20.6x38.4
EV/EBITDA
12.3x45.6
P/FCF
—N/A
P/B
2.5x22.2
P/S
3.3x26.3
Div Yield
3.4%55.2
Momentum
50
52W High %
84%64.0
RS 6M
-28%23.9
SMA 50/200
0.99x54.1
EPS Rev 4W
0.0%48.1
EPS Rev 12W
+0.2%52.7
EPS Improve
+19%45.7
Q Growth
33%70.2

FUNDAMENTALS

Market Cap
$96.0B
P/E (Forward)
17.4x
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)$96.0B38Hold
NGGNational Grid plc$75.7B41Hold
DUKDuke Energy Corporation$89.0B45Hold
DDominion Energy, Inc.$53.8B37Hold
AEPAmerican Electric Power Company, Inc.$64.5B32Sell
ETREntergy Corporation$47.4B34Sell
XELXcel Energy Inc.$44.1B33Sell
EXCExelon Corporation$41.9B43Hold
PCGPG&E Corporation$37.3B41Hold
NEENextEra Energy, Inc.$160.7B24Sell

Peer medians: ROE 7.8% · P/E 17.2x · Gross margin 33.3%

Company Deep Dive

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The Southern Company (SO): Stock Score Summary

The Southern Company (SO) has a MoatMap StockRank of 38/100 based on Quality (43/100), Value (36/100), and Momentum (50/100) 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$82.89
Market Cap$96.0B
P/E (TTM)20.61
P/E (Forward)17.37
Price/Book2.49
Return on Equity11.5%
Return on Invested Capital5.9%
Debt/Equity1.82x
Gross Margin48.3%
Operating Margin29.6%
Revenue Growth0.1%
Dividend Yield3.4%
Free Cash Flow$-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 38/100, with a Hold signal. It is a composite of Quality (43), Value (36), and Momentum (50) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does The Southern Company have an economic moat?
The Southern Company (SO) has a Quality factor score of 43/100. 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 38/100. 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).