SO
Southern Company
Utilities · Electric Utilities · US
$92.60
Data: 2025-12-31
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$103.5B
Total market value of the company
Trailing P/E
23.50
Premium valuation
Forward P/E
18.70
Based on estimated future earnings — lower means cheaper
Rev Growth
+8.0%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
ROE
11.0%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$101.76
+10% from current price — median analyst estimate
Recommendation
HOLD
Consensus view from 19 analysts covering this stock
About Southern Company

The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.

https://www.southerncompany.com

Country: United States Employees: 29,502 Industry: Utilities - Regulated Electric
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
47.6% FAIL
Debt must be below 33% of total assets
Cash Ratio
2.7% PASS
Interest-bearing cash below 33% of assets
Receivables
2.5% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
Fair Value Est.
$98.00
What our model estimates this business is worth per share
Margin of Safety
5.5%
Slight discount to fair value
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
Percentile
44.1th
Ranks in the top 56% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
67.0
Quality Score
41.0
Combined
37.8

Trading near fair value at $92 (estimated $98). Moderate competitive position. Fails ethical screen (Debt ratio). Ranks better than 12% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime
MARKUP
Price trending up with increasing momentum
Sharpe Ratio
0.838
Good returns relative to risk taken
Kelly Fraction
0.0630
Suggested allocation is meaningful — the edge justifies a position
Calmar Ratio
0.930
Acceptable balance between returns and drawdown risk
Annual Return
13.9%
Historical annualised return based on price data
Max Drawdown
-15.0%
Largest peak-to-trough decline — the worst it has been
HMM State
BULL
Statistical model sees bullish momentum
Days in State
2
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

Beta
0.36
Very low correlation to market moves
52W High
$100.84
8% below the year high
52W Low
$83.80
11% above the year low
Avg Volume
5,569,548
Average daily shares traded — higher means easier to buy and sell
Short Ratio
5.5
Days it would take all short sellers to cover — higher means more crowded
Short % Float
2.2%
Low short interest — limited bearish positioning
Div Yield
331.0%
Annual dividend as a percentage of the share price
EPS (TTM)
$3.91
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity
1.90
Meaningful debt load — monitor closely
Current Ratio
0.65
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.32
Like current ratio but excludes inventory — stricter test
Gross Margin
48.0%
Revenue left after cost of goods — higher means pricing power
Operating Margin
25.8%
Profit from core operations before interest and tax
Free Cash Flow
$-3,950,000,128
Negative — the business is spending more than it generates
Revenue (TTM)
$30.2B
Total revenue over the last 12 months
Net Income
$4.4B
Profitable — the bottom line is positive
Analyst Coverage
Analysts
19
Target High
$114.00
Target Median
$101.76
Target Low
$81.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-05-01 KIM MATTHEW M. Officer 100 $9,657
2026-04-01 KIM MATTHEW M. Officer 82 —
2026-03-30 GREENE KIMBERLY S Officer 25,000 $2,416,750
2026-03-19 CUMMISKEY CHRISTOPHER Officer 6,669 $643,892
2026-03-18 CONNALLY STANLEY W JR Chief Operating Officer 12,500 $1,214,125
2026-03-06 DRAKE SLOANE N Officer 1,420 —
2026-02-26 EARLEY ANTHONY F JR Director 15,000 —
2026-02-24 KIM MATTHEW M. Officer 5,123 $487,453
2026-02-13 WOMACK CHRISTOPHER C. Chief Executive Officer 179,550 —
2026-02-13 WOMACK CHRISTOPHER C. Chief Executive Officer 13,751 —
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
30 Apr2026 Dave McCormick Republican sell 500K–1M
21 Apr2026 Susie Lee Democrat sell 1K–15K
21 Apr2026 Thomas Kean Jr Republican sell 1K–15K
21 Apr2026 Scott Peters Democrat buy 250K–500K
2026-05-06 Bill Keating Democrat Sale 15K–50K
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2025-12-31

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