Dashboard
Weak Long Term Fundamental Strength with a 7.18% CAGR growth in Operating Profits over the last 5 years
- Low ability to service debt as the company has a high Debt to EBITDA ratio of 5.59 times
- The company has been able to generate a Return on Capital Employed (avg) of 6.62% signifying low profitability per unit of total capital (equity and debt)
- OPERATING CASH FLOW(Y) Highest at USD 9,220 MM
- DIVIDEND PER SHARE(HY) Highest at USD 6.58
With ROCE of 7.19%, it has a expensive valuation with a 1.63 Enterprise value to Capital Employed
Underperformed the market in the last 1 year
Total Returns (Price + Dividend) 
The Southern Co. for the last several years.
Risk Adjusted Returns v/s 
News
Is The Southern Co. overvalued or undervalued?
As of 17 October 2025, the valuation grade for The Southern Co. moved from very expensive to expensive, indicating a slight improvement in its valuation outlook. The company appears to be overvalued based on its current metrics, with a P/E ratio of 23, a Price to Book Value of 2.87, and an EV to EBITDA of 12.96. In comparison, peers such as NextEra Energy, Inc. have a higher P/E of 34.85, while American Electric Power Co., Inc. shows a more favorable P/E of 16.05, suggesting that The Southern Co. is priced at a premium relative to some competitors. The Southern Co. has delivered a year-to-date return of 18.80%, outperforming the S&P 500's return of 13.30% during the same period, but it lags behind the index over longer horizons, particularly in the 3-year and 5-year comparisons. Overall, these factors reinforce the view that The Southern Co. is overvalued in the current market environment....
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The Southern Company Experiences Revision in Its Stock Evaluation Amid Market Dynamics
The Southern Company has adjusted its valuation, showcasing a P/E ratio of 23 and a price-to-book value of 2.87. With a dividend yield of 3.26% and competitive metrics compared to peers, its year-to-date performance exceeds the S&P 500, though longer-term returns are less favorable.
Read MoreIs The Southern Co. overvalued or undervalued?
As of 17 October 2025, the valuation grade for The Southern Co. moved from very expensive to expensive, indicating a slight improvement in its perceived value. The company is currently considered overvalued based on its valuation ratios, including a P/E ratio of 23, a Price to Book Value of 2.87, and an EV to EBITDA of 12.96. In comparison to peers, The Southern Co. has a higher P/E ratio than American Electric Power Co., Inc. at 16.05 and Duke Energy Corp. at 18.96, which suggests that it is trading at a premium relative to some competitors. In terms of recent performance, The Southern Co. has underperformed the S&P 500 over the 1-week period with a return of -0.50% compared to the index's 1.70%, but it has outperformed over the year-to-date with an 18.80% return versus the S&P 500's 13.30%. Overall, the combination of high valuation ratios and mixed recent performance suggests that The Southern Co. may n...
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Shareholding Snapshot : Mar 2025
Shareholding Compare (%holding) 
Domestic Funds
Held in 165 Schemes (29.29%)
Held by 366 Foreign Institutions (13.24%)
Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY
YoY Growth in quarter ended Jun 2025 is 7.89% vs 12.44% in Jun 2024
YoY Growth in quarter ended Jun 2025 is -28.20% vs 44.35% in Jun 2024
Annual Results Snapshot (Consolidated) - Dec'24
YoY Growth in year ended Dec 2024 is 5.83% vs -13.78% in Dec 2023
YoY Growth in year ended Dec 2024 is 10.68% vs 12.28% in Dec 2023






