SO Share Price | The Southern Co. Stock Analysis & Recommendation

Q: What does The Southern Co. do?

Overview:The Southern Company is a holding company operating in the power industry, primarily engaged in electricity sales and natural gas distribution, with a market capitalization in the large-cap bracket.Financial Snapshot:Most recent Net Sales: 7,775 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 1,270 Million (Quarterly Results - Mar 2025) Market cap: USD 97,266.88 Million (Large Cap)Key Metrics:P/E: 23.00 Dividend Yield: 3.25% Debt Equity: 1.96 Return on Equity: 12.66% Price to Book: 2.87Contact Details:Address: 30 Ivan Allen Jr Blvd NW, ATLANTA GA: 30308-3003 Tel: ['1 404 5065000', '1 404 5060780'] Fax: 1 302 6365454 Website: https://www.southerncompany.com/

Q: Who are in the management team of The Southern Co.?

As of March 2022, the management team of The Southern Co. includes Mr. Thomas Fanning, who serves as the Chairman of the Board, President, and Chief Executive Officer. Additionally, Dr. Steven Specker is the Lead Independent Director. The board also comprises several independent directors: Ms. Colette Honorable, Dr. Janaki Akella, Ms. Juanita Baranco, and Mr. Jon Boscia.

Q: Is The Southern Co. technically bullish or bearish?

As of 3 October 2025, the technical trend for The Southern Co. has changed from bullish to mildly bullish. The weekly MACD is mildly bearish, while the monthly MACD is bullish. The daily moving averages indicate a bullish stance, and the Bollinger Bands are bullish on the weekly and mildly bullish on the monthly. However, the KST and OBV show a mildly bearish trend on both weekly and monthly time frames. In terms of performance, the stock has returned 16.00% year-to-date, outperforming the S&P 500's 14.18%, but underperformed over longer periods such as the 1-year (5.28% vs. 17.82%) and 3-year (36.94% vs. 82.57%) comparisons. Overall, the current stance is mildly bullish, driven primarily by the daily moving averages and monthly MACD.

Q: 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.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

9.91 M

Shareholding (Dec 2025)

FII

12.41%

Held by 386 FIIs

DII

55.4%

Held by 118 DIIs

Promoter

0.01%

How big is The Southern Co.?

22-Jun-2025

As of Jun 18, The Southern Co. has a market capitalization of $97.27 billion, with net sales of $27.85 billion and a net profit of $4.46 billion for the latest four quarters. The balance sheet shows shareholder's funds of $33.21 billion and total assets of $145.18 billion.

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What does The Southern Co. do?

22-Jun-2025

The Southern Company is a holding company in the power industry, focusing on electricity sales and natural gas distribution, with a market cap of approximately $97.27 billion. As of March 2025, it reported net sales of $7.78 billion and a net profit of $1.27 billion.

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Who are in the management team of The Southern Co.?

22-Jun-2025

As of March 2022, The Southern Co.'s management team includes Mr. Thomas Fanning as Chairman, President, and CEO, with Dr. Steven Specker as Lead Independent Director and several independent directors including Ms. Colette Honorable, Dr. Janaki Akella, Ms. Juanita Baranco, and Mr. Jon Boscia.

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Is The Southern Co. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, The Southern Co. has a mildly bullish trend, supported by daily moving averages and a bullish monthly MACD, despite mixed signals from the MACD and KST indicators, with a year-to-date return of 16.00% outperforming the S&P 500 but underperforming over longer periods.

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Is The Southern Co. overvalued or undervalued?

21-Oct-2025

As of October 17, 2025, The Southern Co. is considered overvalued with a valuation grade of expensive, a P/E ratio of 23, and despite an 18.80% year-to-date return, it underperforms the S&P 500 over longer periods.

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Compare The Southern Co. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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

Mojo Parameters

Stock DNA

Industry

Power

Market cap

USD 111,042 Million (Large Cap)

P/E

27.00

Industry P/E

Dividend Yield

3.63%

Debt Equity

1.95

Return on Equity

11.49%

Price to Book

3.08

Revenue and Profits:

Net Sales:

6,981 Million

(Quarterly Results - Dec 2025)

Net Profit:

341 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

7.07%

6 Months

2.12%

1 Year

3.5%

2 Years

34.53%

3 Years

37.54%

4 Years

37.28%

5 Years

54.62%

The Southern Co. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

7.86%

EBIT Growth (5y)

7.70%

EBIT to Interest (avg)

2.81

Debt to EBITDA (avg)

5.59

Net Debt to Equity (avg)

1.96

Sales to Capital Employed (avg)

0.27

Tax Ratio

18.71%

Dividend Payout Ratio

75.11%

Pledged Shares

Institutional Holding

74.64%

ROCE (avg)

6.62%

ROE (avg)

12.95%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

3.08

EV to EBIT

24.85

EV to EBITDA

13.61

EV to Capital Employed

1.71

EV to Sales

6.14

PEG Ratio

20.02

Dividend Yield

3.63%

ROCE (Latest)

6.86%

ROE (Latest)

11.49%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

Mildly Bullish

OBV

Mildly Bearish

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 164 Schemes (32.18%)

Foreign Institutions

Held by 386 Foreign Institutions (12.41%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "val2": "2,250.00",
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          "field": "Interest",
          "val1": "895.00",
          "val2": "635.00",
          "chgp": "40.94%",
          "chgp_class": "negative"
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          "val2": "112.00",
          "chgp": "-83.04%",
          "chgp_class": "negative"
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          "field": "Consolidate Net Profit",
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          "field": "Operating Profit Margin (Excl OI)",
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        "Dec'25",
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          "chgp": "8.50%",
          "chgp_class": "positive"
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        {
          "field": "Interest",
          "val1": "3,305.00",
          "val2": "2,711.00",
          "chgp": "21.91%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "123.00",
          "val2": "111.00",
          "chgp": "10.81%",
          "chgp_class": "positive"
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          "field": "Consolidate Net Profit",
          "val1": "4,171.00",
          "val2": "4,260.00",
          "chgp": "-2.09%",
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        {
          "field": "Operating Profit Margin (Excl OI)",
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Quarterly Results Snapshot (Consolidated) - Dec'25 - YoY

Dec'25

Dec'24

Change(%)

Net Sales

6,981.00

6,341.00

10.09%

Operating Profit (PBDIT) excl Other Income

2,516.00

2,250.00

11.82%

Interest

895.00

635.00

40.94%

Exceptional Items

19.00

112.00

-83.04%

Consolidate Net Profit

341.00

466.00

-26.82%

Operating Profit Margin (Excl OI)

130.50%

142.10%

-1.16%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Dec 2025 is 10.09% vs 4.90% in Dec 2024

Consolidated Net Profit

YoY Growth in quarter ended Dec 2025 is -26.82% vs -41.46% in Dec 2024

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

29,553.00

26,724.00

10.59%

Operating Profit (PBDIT) excl Other Income

13,301.00

12,259.00

8.50%

Interest

3,305.00

2,711.00

21.91%

Exceptional Items

123.00

111.00

10.81%

Consolidate Net Profit

4,171.00

4,260.00

-2.09%

Operating Profit Margin (Excl OI)

246.00%

261.90%

-1.59%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 10.59% vs 5.83% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is -2.09% vs 10.68% in Dec 2024

All Annual Results

Company CV

About The Southern Co.

The Southern Co.

Power

The Southern Company (Southern Company) is a holding company. The Company owns all of the stock of the traditional electric operating companies and the parent entities of Southern Power Company (Southern Power) and Southern Company Gas, and owns other direct and indirect subsidiaries. The Company owns all of the common stock of Alabama Power Company (Alabama Power), Georgia Power Company (Georgia Power), and Mississippi Power Company (Mississippi Power), each of which is an operating public utility company. The primary business of the Southern Company system is electricity sales by the traditional electric operating companies and Southern Power and the distribution of natural gas by Southern Company Gas. The Company's segments include Gas distribution operations, Gas marketing services, Wholesale gas services, Gas Pipeline investments and All other.

Company Coordinates

Company Details

30 Ivan Allen Jr Blvd NW , ATLANTA GA : 30308-3003

Tel: 1 404 50650001 404 5060780

https://www.southerncompany.com/

Registrar Details