SO

The Southern Co.

Price

$95.96

return (12m)

p/e

24.71

p/bv

2.70

DIVIDEND YIELD

3.11%

SO price

Southern

If you had invested

exposure

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

Return on Investment SO

1 month

3 months

1 year

2 years

5 years

10 years

return

1 month

0.00%

3 months

0.00%

1 year

0.00%

2 years

0.00%

5 years

0.00%

10 years

0.00%

Fundamentals SO

Valuation

P/E

24.71

Sector 18.40

Industry 19.71

P/BV

2.70

Sector 1.76

Industry 1.89

P/Revenue (PSR)

3.57

Sector 2.44

Industry 2.71

EV/EBITDA

44.34

Sector 42.61

Industry 41.81

EV/EBIT

74.23

Sector 66.47

Industry 64.38

P/EBITDA

7.43

Sector 7.21

Industry 7.62

P/EBIT

12.97

Sector 11.14

Industry 11.92

P/Total Assets

0.69

Sector 0.55

Industry 0.58

P/Net Current Assets

-1.01

Sector -1.20

Industry -1.07

P/Working Capital

-20.13

Sector -37.60

Industry -28.32

EPS

3.88

Sector 3.59

Industry 3.63

BVPS

35.51

Sector 36.95

Industry 37.00

Efficiency

Gross Margin

48.01%

Sector 48.21%

Industry 46.63%

EBITDA Margin

46.73%

Sector 36.36%

Industry 40.56%

EBIT Margin

27.91%

Sector 21.87%

Industry 25.59%

Operating Margin

24.17%

Sector 19.97%

Industry 22.42%

Net Profit Margins

14.46%

Sector 12.90%

Industry 14.30%

Asset Turnover

0.05

Sector 0.06

Industry 0.06

Profitability

ROE

10.93%

Sector 9.54%

Industry 10.07%

ROA

2.78%

Sector 2.72%

Industry 2.95%

ROIC

4.39%

Sector 2.65%

Industry 4.33%

Dividends

Dividend yield

3.11%

Sector 3.09%

Industry 3.24%

Payout

76.85%

Sector 55.66%

Industry 62.36%

Debt

Current Ratio

0.65

Sector 0.70

Industry 0.72

Net Debt / EBITDA

16.86

Sector 17.34

Industry 16.19

Net Debt / EBIT

28.23

Sector 28.23

Industry 26.01

Net Debt / Equity

1.66

Sector 1.29

Industry 1.29

Gross Debt / Equity

1.68

Sector 1.32

Industry 1.31

Equity/Assets

0.25

Sector 0.29

Industry 0.30

Liabilities/Assets

0.75

Sector 0.70

Industry 0.72

Growth

5Y Revenue CAGR

5.48%

Sector -

Industry -

5Y Earnings CAGR

12.61%

Sector -

Industry -

FAIR VALUE OF Southern ACCORDING TO BENJAMIN GRAHAM

Graham's Fair Value

The Fair Value formula was created by Benjamin Graham to identify stocks with appreciation potential or that are being traded for less than they are worth. Graham was one of the greatest investors in history and Warren Buffett’s mentor.

Current price

$95.96

Fair Value

$55.68

Upside Return potential.

-41.98%

See Graham's ranking

Because it considers equity value in its calculation, this formula may not work well for technology companies.

This is not a buy/sell recommendation; the fair value calculation takes into account only the formula created by Benjamin Graham, published in the book The Intelligent Investor.

Fundamentals SO

DRAG THE FRAME TO SEE MORE DATA

Assets	Price (US$)	Return 12m	DY	P/E	P/BV	ROE	Net Profit Margins
SO The Southern Co.	$95.96	10.29%	3.11%	24.71	2.70	10.93%	14.46%
OTTR Otter Tail Corporation	$88.33	15.26%	2.37%	13.92	2.05	14.70%	21.34%
NEE NextEra Energy Inc.	$91.34	42.92%	2.66%	22.75	2.79	12.28%	29.36%
WEC WEC Energy Group Inc.	$116.54	12.63%	3.23%	22.69	2.55	11.25%	16.25%
NI NiSource Inc.	$47.22	26.84%	2.51%	22.99	1.85	8.06%	14.10%
EXC Exelon Corporation	$48.61	9.44%	3.51%	17.20	1.63	9.48%	11.21%
DUK Duke Energy Corporation	$129.78	12.98%	3.39%	19.05	1.73	9.10%	15.49%
NRG NRG Energy Inc.	$170.99	83.25%	1.39%	114.21	5.60	4.90%	0.74%
AES The AES Corporation	$14.40	49.67%	4.80%	7.76	1.12	14.44%	10.82%
PNW Pinnacle West Capital Corp.	$102.69	16.31%	3.35%	20.03	1.84	9.20%	11.99%
AEE Ameren Corp.	$111.87	18.02%	2.60%	20.43	2.28	11.14%	17.17%
PPL PPL Corporation	$39.62	17.67%	3.09%	22.25	1.81	8.12%	13.09%
LNT Alliant Energy Corporation	$72.30	23.17%	2.73%	23.88	2.64	11.06%	18.58%
PEG Public Service Enterprise Group Inc.	$82.06	3.13%	3.27%	17.54	2.29	13.08%	17.69%
NGG National Grid PLC	$88.95	36.38%	3.74%	10.16	1.57	15.45%	16.99%
SRE Sempra Energy	$96.15	46.38%	2.80%	31.08	1.42	4.58%	14.44%
MGEE MGE Energy Inc.	$79.89	-8.55%	2.34%	21.13	2.24	10.58%	18.61%
NWE NorthWestern Corporation	$73.28	36.08%	3.67%	26.36	1.52	5.76%	10.21%
CMS CMS Energy Corp.	$78.83	13.12%	2.99%	20.54	2.26	11.01%	12.55%
CMSA CMS Energy Corp.	$21.77	11.50%	6.39%	10.02	0.89	8.91%	8.22%
CMSC CMS Energy Corp.	$22.64	12.38%	6.39%	10.46	0.93	8.91%	8.22%

Stock vs Indice Comparison Tool

If you had invested

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

SO Historical Dividends

current DY: 3.11%

5-year average DY: 4.00%

DRAG THE FRAME TO SEE MORE DATA

type	Ex - Dividend Date	payment date	value
Dividends	02/17/2026	03/06/2026	0.74000000
Dividends	11/17/2025	12/08/2025	0.74000000
Dividends	08/18/2025	09/08/2025	0.74000000
Dividends	05/19/2025	06/06/2025	0.74000000
Dividends	02/18/2025	03/06/2025	0.72000000
Dividends	11/18/2024	12/06/2024	0.72000000
Dividends	08/19/2024	09/06/2024	0.72000000
Dividends	05/20/2024	06/06/2024	0.72000000
Dividends	02/20/2024	03/06/2024	0.70000000
Dividends	11/20/2023	12/06/2023	0.70000000
Dividends	08/21/2023	09/06/2023	0.70000000
Dividends	05/15/2023	06/06/2023	0.70000000
Dividends	02/21/2023	03/06/2023	0.68000000
Dividends	11/21/2022	12/06/2022	0.68000000
Dividends	08/15/2022	09/06/2022	0.68000000
Dividends	05/16/2022	06/06/2022	0.68000000
Dividends	02/22/2022	03/07/2022	0.66000000
Dividends	11/15/2021	12/06/2021	0.66000000
Dividends	08/16/2021	09/07/2021	0.66000000
Dividends	05/17/2021	06/07/2021	0.66000000
Dividends	02/16/2021	03/08/2021	0.64000000
Dividends	11/16/2020	12/07/2020	0.64000000
Dividends	08/17/2020	09/08/2020	0.64000000
Dividends	05/18/2020	06/08/2020	0.64000000
Dividends	02/18/2020	03/06/2020	0.62000000
Dividends	11/18/2019	12/06/2019	0.62000000
Dividends	08/19/2019	09/06/2019	0.62000000
Dividends	05/20/2019	06/06/2019	0.62000000
Dividends	02/19/2019	03/06/2019	0.60000000
Dividends	11/19/2018	12/06/2018	0.60000000
Dividends	08/20/2018	09/06/2018	0.60000000
Dividends	05/21/2018	06/06/2018	0.60000000
Dividends	02/20/2018	03/06/2018	0.58000000
Dividends	11/20/2017	12/06/2017	0.58000000
Dividends	08/21/2017	09/06/2017	0.58000000
Dividends	05/15/2017	06/06/2017	0.58000000
Dividends	02/21/2017	03/06/2017	0.56000000
Dividends	11/21/2016	12/06/2016	0.56000000
Dividends	08/15/2016	09/06/2016	0.56000000
Dividends	05/16/2016	06/06/2016	0.56000000
Dividends	02/16/2016	03/07/2016	0.54250000
Dividends	11/16/2015	12/04/2015	0.54250000
Dividends	08/17/2015	09/05/2015	0.54250000
Dividends	05/18/2015	06/06/2015	0.54250000
Dividends	02/17/2015	03/06/2015	0.52500000
Dividends	11/03/2014	12/06/2014	0.52500000
Dividends	08/04/2014	09/06/2014	0.52500000
Dividends	05/05/2014	06/06/2014	0.52500000
Dividends	02/03/2014	03/06/2014	0.50750000
Dividends	11/04/2013	12/06/2013	0.50750000
Dividends	08/05/2013	09/06/2013	0.50750000
Dividends	05/06/2013	06/06/2013	0.50750000
Dividends	02/04/2013	03/06/2013	0.49000000
Dividends	11/05/2012	12/06/2012	0.49000000
Dividends	08/06/2012	09/06/2012	0.49000000
Dividends	05/07/2012	06/06/2012	0.49000000
Dividends	02/06/2012	03/06/2012	0.47250000
Dividends	11/07/2011	12/06/2011	0.47250000
Dividends	08/01/2011	09/06/2011	0.47250000
Dividends	05/02/2011	06/06/2011	0.47250000
Dividends	02/07/2011	03/05/2011	0.45500000
Dividends	11/01/2010	12/06/2010	0.45500000
Dividends	08/02/2010	09/04/2010	0.45500000
Dividends	05/03/2010	06/05/2010	0.45500000
Dividends	02/01/2010	03/06/2010	0.43750000
Dividends	11/02/2009	12/05/2009	0.43750000
Dividends	08/03/2009	09/05/2009	0.43750000
Dividends	05/04/2009	06/06/2009	0.43750000
Dividends	02/02/2009	03/06/2009	0.42000000
Dividends	11/03/2008	12/06/2008	0.42000000
Dividends	08/04/2008	09/06/2008	0.42000000
Dividends	05/05/2008	06/06/2008	0.42000000
Dividends	02/04/2008	03/06/2008	0.40250000
Dividends	11/05/2007	12/06/2007	0.40250000
Dividends	08/06/2007	09/06/2007	0.40250000
Dividends	05/07/2007	06/06/2007	0.40250000
Dividends	02/05/2007	03/06/2007	0.38750000
Dividends	11/06/2006	12/06/2006	0.38750000
Dividends	08/07/2006	09/06/2006	0.38750000
Dividends	05/01/2006	06/06/2006	0.38750000
Dividends	02/06/2006	03/06/2006	0.37250000
Dividends	11/07/2005	12/06/2005	0.37250000
Dividends	08/01/2005	09/06/2005	0.37250000
Dividends	05/02/2005	06/06/2005	0.37250000
Dividends	02/07/2005	03/05/2005	0.35750000
Dividends	11/01/2004	12/06/2004	0.35750000
Dividends	08/02/2004	09/04/2004	0.35750000
Dividends	05/03/2004	06/05/2004	0.35000000
Dividends	02/02/2004	03/06/2004	0.35000000
Dividends	11/03/2003	12/06/2003	0.35000000
Dividends	08/04/2003	09/06/2003	0.35000000
Dividends	05/05/2003	06/06/2003	0.34250000
Dividends	02/03/2003	03/06/2003	0.34250000
Dividends	11/04/2002	12/06/2002	0.34250000
Dividends	08/05/2002	09/06/2002	0.34250000
Dividends	05/06/2002	06/06/2002	0.33500000
Dividends	02/04/2002	03/06/2002	0.33500000
Dividends	11/05/2001	12/06/2001	0.33500000
Dividends	08/06/2001	09/06/2001	0.33500000
Dividends	05/07/2001	06/06/2001	0.33500000
Dividends	02/05/2001	03/06/2001	0.33500000
Dividends	11/06/2000	12/06/2000	0.33500000
Dividends	08/07/2000	09/06/2000	0.33500000
Dividends	05/01/2000	06/06/2000	0.33500000
Dividends	02/07/2000	03/06/2000	0.33500000
Dividends	11/01/1999	12/06/1999	0.33500000
Dividends	08/02/1999	09/04/1999	0.33500000
Dividends	05/03/1999	06/05/1999	0.33500000
Dividends	02/01/1999	03/06/1999	0.33500000
Dividends	11/02/1998	12/05/1998	0.33500000
Dividends	08/03/1998	09/05/1998	0.33500000
Dividends	05/04/1998	06/06/1998	0.33500000
Dividends	02/02/1998	03/06/1998	0.33500000
Dividends	11/03/1997	12/06/1997	0.32500000
Dividends	08/04/1997	09/06/1997	0.32500000
Dividends	05/05/1997	06/06/1997	0.32500000
Dividends	02/03/1997	03/06/1997	0.32500000
Dividends	11/04/1996	12/06/1996	0.31500000
Dividends	08/05/1996	09/06/1996	0.31500000
Dividends	05/06/1996	06/06/1996	0.31500000
Dividends	02/05/1996	03/06/1996	0.31500000
Dividends	11/06/1995	12/06/1995	0.30500000
Dividends	08/07/1995	09/06/1995	0.30500000
Dividends	05/01/1995	06/06/1995	0.30500000
Dividends	02/06/1995	03/06/1995	0.30500000
Dividends	11/07/1994	12/06/1994	0.29500000
Dividends	08/01/1994	09/06/1994	0.29500000
Dividends	05/02/1994	06/06/1994	0.29500000
Dividends	02/07/1994	03/05/1994	0.59000000
Dividends	11/01/1993	12/06/1993	0.28500000
Dividends	08/02/1993	09/06/1993	0.28500000
Dividends	05/03/1993	06/05/1993	0.28500000
Dividends	02/01/1993	03/06/1993	0.28500000
Dividends	11/02/1992	12/05/1992	0.27500000
Dividends	08/03/1992	09/05/1992	0.27500000
Dividends	05/04/1992	06/06/1992	0.27500000
Dividends	02/03/1992	03/06/1992	0.27500000
Dividends	11/04/1991	12/06/1991	0.26750000
Dividends	08/05/1991	09/06/1991	0.26750000
Dividends	05/06/1991	06/06/1991	0.26750000
Dividends	02/04/1991	03/06/1991	0.26750000
Dividends	11/05/1990	12/06/1990	0.26750000
Dividends	08/06/1990	09/06/1990	0.26750000
Dividends	05/07/1990	06/06/1990	0.26750000
Dividends	02/05/1990	03/06/1990	0.26750000

ABOUT Southern

The Southern Co.

Average Investor10 user rating

4.0 (0 people)

States of America

81 years

Founded: 1945

1949

Time since IPO - 77 years

32.015

Employees

The Southern Co. (States of America) is listed on the NYSE and has a market capitalization of $107.83 billion, with shareholders equity totaling $39.91 billion.

The company employs approximately 32.015 people and operates in the Utilidades sector, within the Elétricas industry.

Over the past 12 months, The Southern Co. reported $30.17 billion in revenue, generating net income of $4.36 billion.

Key financial metrics include a P/E ratio of 24.71, a price-to-book (P/B) ratio of 2.70, and a trailing twelve-month dividend yield of 3.11%.

The company trades under the ticker SO.

Market cap

$107.83 billion

Net worth

$39.91 billion

$39,912,000,000.00

Assets

$157.03 billion

$157,031,000,000.00

Total Shares Outstanding

1.12 billion

1,124,000,000

Average Daily Trading Volume

$5.93 million

$5,925,318.08

Sector

Utilidades

Industry

Elétricas

revenue by Business Segment Southern

SO revenue and profits

Financial Results SO

DRAG THE FRAME TO SEE MORE DATA

SO cash flow

DRAG THE FRAME TO SEE MORE DATA

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ROE

4.90%

P/BV

5.60

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ROE

9.48%

P/BV

1.63

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P/E

22.75

2.66%

ROE

12.28%

P/BV

2.79

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P/E

19.77

2.84%

ROE

11.08%

P/BV

2.19

DTP - DTE Energy

$- -0,00% (12M)

P/E

8.87

0.00%

ROE

12.52%

P/BV

1.11