Stock Scorecard



Stock Summary for Southern Company (SO) - $91.63 as of 9/17/2025 8:38:14 PM EST

Total Score

8 out of 30

Safety Score

72 out of 100

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for SO

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for SO

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for SO

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for SO

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for SO (72 out of 100)

Stock Price Rating (Max of 10) 9
Historical Stock Price Rating (Max of 10) 9
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 8
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 5
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 6
Operating Margin (Max of 10) 5
Trading Volume (Max of 10) 10
Price to Earnings (Max of 10) 7
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for SO

New Jersey Resources Boosts Shareholder Value, Hikes Dividend by 5.6% 9/16/2025 3:27:00 PM
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CEG Rises 62.3% in a Year: Should You Buy, Sell, or Hold the Stock? 9/15/2025 1:02:00 PM
These Are the Largest Utility Stocks by Market Cap, but the Best Buys May Not Be What You'd Expect 9/15/2025 12:38:00 PM
Can NextEra's Battery Storage Drive a Sustainable Clean Energy Future? 9/11/2025 2:48:00 PM
Southern Co. ( SO ) Stock Drops Despite Market Gains: Important Facts to Note 9/8/2025 11:34:00 PM
Southern's Unit Secures PSC Approval for Five Solar Facilities 9/8/2025 12:36:00 PM
Georgia Power receives approval from Georgia PSC for five new solar facilities to supply CARES 2023 solar program - Southern ( NYSE:SO ) 9/5/2025 7:00:00 PM
NextEra Outperforms Industry Quarter to Date: How to Play the Stock? 9/5/2025 3:17:00 PM
Terra Innovatum Announces Post-Closing Board of Directors and Nominates Former Framatome CEO Katherine Williams as Chair - ChargePoint Hldgs ( NYSE:CHPT ) , Blink Charging ( NASDAQ:BLNK ) 9/4/2025 12:00:00 PM

Financial Details for SO

Company Overview

Ticker SO
Company Name Southern Company
Country USA
Description Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.
Sector Name UTILITIES
Industry Name UTILITIES - REGULATED ELECTRIC
Most Recent Quarter 6/30/2025
Next Earnings Date 10/29/2025

Stock Price History

Last Day Price 91.63
Price 4 Years Ago 59.69
Last Day Price Updated 9/17/2025 8:38:14 PM EST
Last Day Volume 5,046,162
Average Daily Volume 4,198,071
52-Week High 95.68
52-Week Low 78.50
Last Price to 52 Week Low 16.73%

Valuation Measures

Trailing PE 23.84
Industry PE 19.70
Sector PE 29.97
5-Year Average PE 23.14
Free Cash Flow Ratio 79.68
Industry Free Cash Flow Ratio 249.70
Sector Free Cash Flow Ratio 260.29
Current Ratio Most Recent Quarter 0.74
Total Cash Per Share 1.15
Book Value Per Share Most Recent Quarter 30.92
Price to Book Ratio 2.98
Industry Price to Book Ratio 1.77
Sector Price to Book Ratio 2.37
Price to Sales Ratio Twelve Trailing Months 3.58
Industry Price to Sales Ratio Twelve Trailing Months 2.35
Sector Price to Sales Ratio Twelve Trailing Months 2.56
Analyst Buy Ratings 7
Analyst Strong Buy Ratings 2

Share Statistics

Total Shares Outstanding 1,100,050,000
Market Capitalization 100,797,581,500
Institutional Ownership 71.66%

Dividends

Ex-Dividend Date 8/18/2025
Previous Dividend Amount 0.7400
Current Dividend Amount 0.7400
Total Years Dividend Increasing Dividend Contender - Increasing for 23 Years
Trailing Annual Dividend Rate 2.92
Trailing Annual Dividend Yield 3.16%
Forward Annual Dividend Rate 2.96
Forward Annual Dividend Yield 3.21%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 3.56%
5-Year Average Dividend Yield 4.09%
1-Year Dividend Growth Rate Percentage 3.50%
3-Year Dividend Growth Rate Percentage 1.73%
5-Year Dividend Growth Rate Percentage 3.10%
All-Time Dividend Growth Rate Percentage 2.72%
Dividend Payout Ratio 75.45%

Income Statement

Quarterly Earnings Growth YOY -27.50%
Annual Earnings Growth 10.69%
Reported EPS 12 Trailing Months 3.87
Reported EPS Past Year 2.15
Reported EPS Prior Year 4.06
Net Income Twelve Trailing Months 4,283,000,000
Net Income Past Year 4,401,000,000
Net Income Prior Year 3,976,000,000
Quarterly Revenue Growth YOY 7.90%
5-Year Revenue Growth 4.53%
Operating Margin Twelve Trailing Months 28.10%

Balance Sheet

Total Cash Most Recent Quarter 1,264,000,000
Total Cash Past Year 1,070,000,000
Total Cash Prior Year 748,000,000
Net Cash Position Most Recent Quarter -61,719,000,000
Net Cash Position Past Year -57,698,000,000
Long Term Debt Past Year 58,768,000,000
Long Term Debt Prior Year 57,210,000,000
Total Debt Most Recent Quarter 62,983,000,000
Equity to Debt Ratio Past Year 0.36
Equity to Debt Ratio Most Recent Quarter 0.35
Total Stockholder Equity Past Year 33,208,000,000
Total Stockholder Equity Prior Year 31,444,000,000
Total Stockholder Equity Most Recent Quarter 34,014,000,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months -1,077,000,000
Free Cash Flow Per Share Twelve Trailing Months -0.98
Free Cash Flow Past Year 833,000,000
Free Cash Flow Prior Year -1,542,000,000

Options

Put/Call Ratio 0.11
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -0.56
MACD Signal -0.29
20-Day Bollinger Lower Band 86.52
20-Day Bollinger Middle Band 91.14
20-Day Bollinger Upper Band 95.76
Beta 0.39
RSI 42.30
50-Day SMA 87.64
150-Day SMA 74.00
200-Day SMA 71.11

System

Modified 9/16/2025 10:12:36 AM EST