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Flags

Financial distress

Southern

NYQ:SO · US8425871071
Electric UtilitiesLarge

360

22
EV / EBIT20
Price / Owner Earnings91
Owner Earnings Yield1
Dividend Yield77
Price/Sales38
EV / Gross Profit22
Price/Book37
Return on Capital51
Cash Return on Capital50
Return on Equity71
EBIT Margin83
Gross Profitability43
Cash Conversion50
Accruals26
Owner Earnings Margin42
Sales growth45
Profit Growth98
Long-Term EPS Growth69
Reinvestment63
Price momentum23
Debt load21
Refinancing37
Debt Payback1
Liquidity47
Analyst ratings34
Opinion Changes50
Price Target Upside41
Market mood7
Value Creation4/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Southern doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryUSA
IndustryElectric Utilities
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1945
Employees7,235
Websitesoutherncompany.com
ISINUS8425871071
Last UpdateApr 2, 2026
Indices
S&P 500 (USA)
Themes
Utility Scale SolarEnergy StorageClean EnergyEnergy ManagementPower GridOnshore and Offshore WindConventional NuclearWireless

Description

The Southern Company (Southern Company) operates as a holding company. The company owns three traditional electric operating companies, Southern Power Company, and Southern Company Gas. The traditional electric operating companies – Alabama Power,…

Analysis

Middle-of-the-road

The Southern Company is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

Valuation data is not available for this company.

The trajectory is moderate and the balance sheet is stretched. The company scores 4/20 on our value-creation score: not creating value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
12
2023202420252026

All-time high

32

Jan 2025

All-time low

9

Jan 2023

Average rank

17

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
38
13
21
38
Price/Earnings
35
22
25
49
Price/Book
37
9
13
31
Dividend Yield
77
41
48
65
Value (overall)
42
13
14
51

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →