The Southern Company (SO)

The Southern Company Statistics

Total Valuation

SO has a market cap or net worth of $104.44 billion. The enterprise value is $172.61 billion.

Market Cap	104.44B
Enterprise Value	172.61B

Important Dates

The last earnings date was Thursday, July 31, 2025, before market open.

Earnings Date	Jul 31, 2025
Ex-Dividend Date	Aug 18, 2025

Share Statistics

SO has 1.10 billion shares outstanding. The number of shares has increased by 0.55% in one year.

Current Share Class	1.10B
Shares Outstanding	1.10B
Shares Change (YoY)	+0.55%
Shares Change (QoQ)	+0.81%
Owned by Insiders (%)	0.20%
Owned by Institutions (%)	69.17%
Float	1.10B

Valuation Ratios

The trailing PE ratio is 24.55 and the forward PE ratio is 21.47. SO's PEG ratio is 3.22.

PE Ratio	24.55
Forward PE	21.47
PS Ratio	3.66
Forward PS	3.63
PB Ratio	3.07
P/TBV Ratio	3.70
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	3.22

Enterprise Valuation

EV / Earnings	40.30
EV / Sales	6.09
EV / EBITDA	13.01
EV / EBIT	22.10
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	1.88
Debt / EBITDA	5.28
Debt / FCF	n/a
Interest Coverage	2.63

Financial Efficiency

Return on Equity (ROE)	n/a
Return on Assets (ROA)	n/a
Return on Invested Capital (ROIC)	4.67%
Return on Capital Employed (ROCE)	n/a
Revenue Per Employee	$991,713
Profits Per Employee	$149,755
Employee Count	28,600
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, SO has paid $1.03 billion in taxes.

Income Tax	1.03B
Effective Tax Rate	19.91%

Stock Price Statistics

The stock price has increased by +14.13% in the last 52 weeks. The beta is 0.36, so SO's price volatility has been lower than the market average.

Beta (5Y)	0.36
52-Week Price Change	+14.13%
50-Day Moving Average	91.40
200-Day Moving Average	88.61
Relative Strength Index (RSI)	62.34
Average Volume (20 Days)	5,134,371

Short Selling Information

The latest short interest is 30.51 million, so 2.78% of the outstanding shares have been sold short.

Short Interest	30.51M
Short Previous Month	21.24M
Short % of Shares Out	2.78%
Short % of Float	2.78%
Short Ratio (days to cover)	5.49

Income Statement

In the last 12 months, SO had revenue of $28.36 billion and earned $4.28 billion in profits. Earnings per share was $3.87.

Revenue	28.36B
Gross Profit	13.82B
Operating Income	7.81B
Pretax Income	5.42B
Net Income	4.28B
EBITDA	13.27B
EBIT	7.81B
Earnings Per Share (EPS)	$3.87

Balance Sheet

The company has $2.33 billion in cash and $70.12 billion in debt, giving a net cash position of -$67.79 billion or -$61.68 per share.

Cash & Cash Equivalents	2.33B
Total Debt	70.12B
Net Cash	-67.79B
Net Cash Per Share	-$61.68
Equity (Book Value)	37.22B
Book Value Per Share	30.79
Working Capital	n/a

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross margin is 48.74%, with operating and profit margins of 27.54% and 15.10%.

Gross Margin	48.74%
Operating Margin	27.54%
Pretax Margin	18.15%
Profit Margin	15.10%
EBITDA Margin	46.79%
EBIT Margin	27.54%
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of $2.96, which amounts to a dividend yield of 3.12%.

Dividend Per Share	$2.96
Dividend Yield	3.12%
Dividend Growth (YoY)	2.82%
Years of Dividend Growth	23
Payout Ratio	75.44%
Buyback Yield	-0.55%
Shareholder Yield	2.59%
Earnings Yield	4.09%
FCF Yield	n/a

Analyst Forecast

The average price target for SO is $94.71, which is -0.34% lower than the current price. The consensus rating is "Hold".

Price Target	$94.71
Price Target Difference	-0.34%
Analyst Consensus	Hold
Analyst Count	15
Revenue Growth Forecast (5Y)	5.16%
EPS Growth Forecast (5Y)	7.63%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

The last stock split was on March 1, 1994. It was a forward split with a ratio of 2:1.

Last Split Date	Mar 1, 1994
Split Type	Forward
Split Ratio	2:1

Scores

Altman Z-Score	n/a
Piotroski F-Score	1