The Southern Company (SO) — Analysis Summary
The Southern Company (SO) has a market cap of $102.31B with year-over-year revenue growth of +10.6%. Net margin stands at 14.7%. The stock trades at a P/E ratio of 23.1.
Key Takeaways
- Revenue changed +10.6% year-over-year
- Net margin of 14.7%
- P/E ratio of 23.1
Compared to other companies in the ELECTRIC SERVICES sector, SO posted revenue growth of +10.6% and trades at a P/E of 23.1.
The Southern Company (SO)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsHigh Risk Signals
Multiple material red flags are active and deserve closer underwriting before relying on any valuation output.
Debt/EBITDA at 5.0x — elevated leverage
Interest coverage at 2.2x — limited headroom for earnings decline
Current ratio at 0.65x — current liabilities exceed current assets
Operating margin (24.2%) exceeds gross margin (0.0%) — check for other operating income or data classification issues
Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 46 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the US and sells the electricity primarily under long-term contracts.
Sector
ELECTRIC SERVICES
Employees
29,800
Headquarters
ATLANTA, GA
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$3.04
Dividend Yield
3.42%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.