The Southern Company SO
Composite 40/100; the shares have moved about 18% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Balance-sheet strength ranks 20/100 — a strong mark against it.
Income ranks 76/100 — a strong point in its favour.
Balance-sheet strength ranks 20/100 — a strong mark against it. Momentum ranks 37/100 — a moderate mark against it. Valuation ranks 39/100 — a slight mark against it.
What the company does The Southern Company engages in regulated electric and natural gas distribution, power generation, and energy-related services across the southeastern U.S. Its operations include wholesale power markets, battery storage projects, and microgrid solutions for commercial and industrial customers.
Key financials SO reports ROE 11.5%, ROA 3.3%, and ROCE 5.6%. Gross, operating, and net margins stand at 48.3%, 29.6%, and 15.4%, respectively. Revenue growth is 10.6%, while EPS growth is -2.6%. Debt/Equity is 1.82 with net debt/EBITDA at 5.20 and interest coverage of 2.47.
Stock health The stock shows weak quality (48.1%) and growth (47.4%) scores, with strength at 21.0%. Momentum is negative over 3m (-4.84%), 6m (-4.12%), and 12m (-3.22%), and RSI(14) is 31.10. Dividend yield is 3.4% with a 65.2% payout ratio.
Price vs fair value The stock trades at a **discount of 13.20%** to the analyst mean target of 100.67. - Trading below forward P/E of 19.96 vs trailing 22.36 (Valuation) - Dividend yield 3.4% supported by payout ratio 65.2% (GuruFocus.com) - Weak momentum (RSI 31.10) and 9.66% below 52-week high (Momentum)
Looking forward Forward PEG of 1.66 suggests moderate valuation relative to growth, while FCF yield is -3.8%. Analysts cite dividend stability as a key support, but weak momentum and high leverage remain headwinds.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.