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	Oct 27, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	104,945	90,197	76,474	77,671	72,681	64,885
Market Cap Growth	8.63%	17.94%	-1.54%	6.87%	12.02%	-2.87%
Enterprise Value	174,505	157,868	141,031	136,791	130,001	117,943
PE Ratio	24.65	20.50	19.23	22.04	30.37	20.80
PS Ratio	3.69	3.38	3.03	2.65	3.15	3.19
PB Ratio	3.09	2.46	2.17	2.25	2.23	2.00
P/FCF Ratio	-	108.28	-	-	-	-
P/OCF Ratio	11.38	9.22	10.13	12.33	11.78	9.69
EV/Sales Ratio	6.15	5.91	5.59	4.67	5.63	5.79
EV/EBITDA Ratio	13.06	12.20	12.36	13.56	15.77	12.90
EV/EBIT Ratio	22.15	20.56	21.96	22.70	30.45	22.53
EV/FCF Ratio	-	189.52	-	-	-	-
Debt / Equity Ratio	1.90	1.81	1.80	1.71	1.70	1.57
Debt / EBITDA Ratio	5.17	4.99	5.41	5.59	6.73	5.58
Debt / FCF Ratio	-	79.56	-	-	-	-
Quick Ratio	0.39	0.34	0.35	0.36	0.44	0.36
Current Ratio	0.74	0.67	0.78	0.66	0.82	0.71
Asset Turnover	0.20	0.19	0.18	0.22	0.19	0.17
Return on Equity (ROE)	11.23%	11.85%	11.04%	10.18%	7.05%	9.56%
Return on Assets (ROA)	3.39%	3.37%	2.93%	2.87%	2.13%	2.71%
Return on Capital (ROIC)	4.69%	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	4.08%	4.88%	5.20%	4.54%	3.29%	4.81%
FCF Yield	-1.03%	0.92%	-2.02%	-2.09%	-1.95%	-1.27%
Dividend Yield	3.10%	3.56%	4.21%	4.18%	4.39%	4.96%
Payout Ratio	75.96%	67.12%	76.33%	82.49%	116.05%	86.08%
Buyback Yield / Dilution	-0.50%	-0.36%	-1.57%	-1.22%	-0.28%	-1.04%
Total Shareholder Return	2.60%	3.20%	2.64%	2.97%	4.11%	3.91%

Updated Jul 31, 2025. Source: S&P Global Market Intelligence. Utility template. Financial Sources.

SEC Filings: 10-K · 10-Q