Stock Scorecard



Stock Summary for Southern Company (SO) - $93.26 as of 7/10/2025 10:38:13 PM EST

Total Score

11 out of 30

Safety Score

70 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 (70 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) 3
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

Find Georgia's hidden gems for summer recreation at Georgia Power's lakes and campgrounds - Southern ( NYSE:SO ) 7/9/2025 4:46:00 PM
Should You Invest in the iShares U.S. Utilities ETF ( IDU ) ? 7/8/2025 10:20:00 AM
10 Under-the-Radar Utility Stocks with Incredible Growth Potential 7/8/2025 8:05:00 AM
What's Driving the Market Sentiment Around Southern? - Southern ( NYSE:SO ) 7/7/2025 3:00:00 PM
Southern Company's Georgia Power Freezes Base Rates Through 2028 7/3/2025 12:04:00 PM
Should You Invest in the Vanguard Utilities ETF ( VPU ) ? 7/1/2025 10:20:00 AM
Southern Co. ( SO ) Outpaces Stock Market Gains: What You Should Know 6/30/2025 10:00:00 PM
Can NRG Energy Meet the Surging Power Needs of the Data Center Boom? 6/30/2025 12:24:00 PM
Vistra or Southern Company: Which Utility Stock Offers Better Upside? 6/26/2025 4:09:00 PM
Southern's Units Expand RNG Portfolio, Boost Clean Energy Goals 6/26/2025 12:05:00 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 ENERGY & TRANSPORTATION
Industry Name ELECTRIC SERVICES
Most Recent Quarter 3/31/2025
Next Earnings Date 7/30/2025

Stock Price History

Last Day Price 93.26
Price 4 Years Ago 60.17
Last Day Price Updated 7/10/2025 10:38:13 PM EST
Last Day Volume 6,686,932
Average Daily Volume 5,472,167
52-Week High 92.87
52-Week Low 76.03
Last Price to 52 Week Low 22.66%

Valuation Measures

Trailing PE 21.99
Industry PE 52.58
Sector PE 33.71
5-Year Average PE 29.71
Free Cash Flow Ratio 43.99
Industry Free Cash Flow Ratio 127.38
Sector Free Cash Flow Ratio 109.00
Current Ratio Most Recent Quarter 0.86
Total Cash Per Share 2.12
Book Value Per Share Most Recent Quarter 30.79
Price to Book Ratio 2.98
Industry Price to Book Ratio 2.87
Sector Price to Book Ratio 2.87
Price to Sales Ratio Twelve Trailing Months 3.62
Industry Price to Sales Ratio Twelve Trailing Months 2.17
Sector Price to Sales Ratio Twelve Trailing Months 2.80
Analyst Buy Ratings 3
Analyst Strong Buy Ratings 3

Share Statistics

Total Shares Outstanding 1,100,190,000
Market Capitalization 102,603,719,400
Institutional Ownership 71.13%

Dividends

Ex-Dividend Date 5/19/2025
Previous Dividend Amount 0.7200
Current Dividend Amount 0.7400
Total Years Dividend Increasing Dividend Contender - Increasing for 23 Years
Trailing Annual Dividend Rate 2.90
Trailing Annual Dividend Yield 3.18%
Forward Annual Dividend Rate 2.96
Forward Annual Dividend Yield 3.24%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 3.53%
5-Year Average Dividend Yield 4.05%
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 69.54%

Income Statement

Quarterly Earnings Growth YOY 17.50%
Annual Earnings Growth 10.69%
Reported EPS 12 Trailing Months 4.15
Reported EPS Past Year 1.23
Reported EPS Prior Year 4.06
Net Income Twelve Trailing Months 4,606,000,000
Net Income Past Year 4,401,000,000
Net Income Prior Year 3,976,000,000
Quarterly Revenue Growth YOY 17.00%
5-Year Revenue Growth 4.53%
Operating Margin Twelve Trailing Months 27.80%

Balance Sheet

Total Cash Most Recent Quarter 2,327,000,000
Total Cash Past Year 1,070,000,000
Total Cash Prior Year 748,000,000
Net Cash Position Most Recent Quarter -60,612,000,000
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 62,939,000,000
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 33,839,000,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months -39,000,000
Free Cash Flow Per Share Twelve Trailing Months -0.04
Free Cash Flow Past Year 833,000,000
Free Cash Flow Prior Year -1,542,000,000

Options

Put/Call Ratio 1.47
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.59
MACD Signal 0.41
20-Day Bollinger Lower Band 87.71
20-Day Bollinger Middle Band 89.80
20-Day Bollinger Upper Band 91.88
Beta 0.37
RSI 58.09
50-Day SMA 86.68
150-Day SMA 72.86
200-Day SMA 69.91

System

Modified 7/9/2025 10:47:38 AM EST