The Southern Company SO
Utilities · Utilities - Regulated Electric · United States · S&P 500
Based on the available data, The Southern Company gets an algorithmic score of 31/100. It trades at 83.45 $, with a bearish technical trend (RSI 30.4) and 17.3% annual volatility.
Updated: 2026-09-30
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Strengths
- Low beta (0.01): defensive profile.
- Meaningful dividend (3.64%).
Weaknesses
- Negative free cash flow.
Fundamentals
| P/E | 20.11 |
| Forward P/E | 16.95 |
| PEG | 1.97 |
| P/B | 2.43 |
| EV/EBITDA | 12.12 |
| P/S | 3.18 |
| ROE % | 11.48 |
| ROA % | 3.27 |
| Gross margin % | 48.29 |
| Operating margin % | 29.61 |
| Net margin % | 15.43 |
| Revenue growth % (y/y) | 0.10 |
| Earnings growth % (y/y) | 30.40 |
| Revenue CAGR % | 0.31 |
| Earnings CAGR % | 7.09 |
| Debt/Equity % | 182.06 |
| Current ratio | 0.79 |
| FCF yield % | -3.06 |
| Dividend yield % | 3.64 |
| Payout % | 71.81 |
Returns
| 1 month | -5.4 % |
| 3 months | -12.1 % |
| 6 months | -12.5 % |
| YTD | -1.9 % |
| 1 year | -8.8 % |
| 3 years | +33.4 % |
| 5 years | +57.0 % |
Risk
| 1-year volatility | 17.3 % |
| Beta | 0.01 |
| 5-year max drawdown | -23.3 % |
| Sharpe 1A | -0.68 |
Macroeconomic context
Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.