The Southern Company (SO)

The Southern Company Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Mar 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	100,851	90,197	76,474	77,671	72,681	64,885
Market Cap Growth	17.94%	17.94%	-1.54%	6.87%	12.02%	-2.87%
Enterprise Value	165,608	157,868	141,031	136,791	130,001	117,943
PE Ratio	23.05	20.50	19.23	22.04	30.37	20.80
PS Ratio	3.74	3.38	3.03	2.65	3.15	3.19
PB Ratio	3.01	2.46	2.17	2.25	2.23	2.00
P/FCF Ratio	120.53	108.28	-	-	-	-
P/OCF Ratio	10.26	9.22	10.13	12.33	11.78	9.69
EV/Sales Ratio	6.20	5.91	5.59	4.67	5.63	5.79
EV/EBITDA Ratio	12.79	12.20	12.36	13.56	15.77	12.90
EV/EBIT Ratio	21.57	20.56	21.96	22.70	30.45	22.53
EV/FCF Ratio	198.81	189.52	-	-	-	-
Debt / Equity Ratio	1.81	1.81	1.80	1.71	1.70	1.57
Debt / EBITDA Ratio	5.12	5.12	5.57	5.86	6.73	5.58
Debt / FCF Ratio	79.56	79.56	-	-	-	-
Quick Ratio	0.34	0.34	0.35	0.36	0.44	0.36
Current Ratio	0.67	0.67	0.78	0.66	0.82	0.71
Asset Turnover	0.19	0.19	0.18	0.22	0.19	0.17
Return on Equity (ROE)	11.85%	11.85%	11.04%	10.18%	7.05%	9.56%
Return on Assets (ROA)	3.37%	3.37%	2.93%	2.87%	2.13%	2.71%
Return on Capital (ROIC)	4.76%	4.76%	4.17%	4.15%	3.11%	3.98%
Return on Capital Employed (ROCE)	5.90%	5.90%	5.10%	5.10%	3.70%	4.70%
Earnings Yield	4.38%	4.88%	5.20%	4.54%	3.29%	4.81%
Earnings Yield	4.38%	4.88%	5.20%	4.54%	3.29%	4.81%
FCF Yield	0.83%	0.92%	-2.02%	-2.09%	-1.95%	-1.27%
Dividend Yield	3.13%	3.50%	4.15%	4.12%	4.32%	4.88%
Payout Ratio	72.18%	67.12%	76.33%	82.49%	116.05%	86.08%
Buyback Yield / Dilution	-0.36%	-0.36%	-1.57%	-1.22%	-0.28%	-1.04%
Total Shareholder Return	2.77%	3.14%	2.57%	2.90%	4.04%	3.83%

Updated Feb 20, 2025. Source: S&P Global Market Intelligence. Utility template. Financial Sources.

SEC Filings: 10-K · 10-Q