Stock Scorecard



Stock Summary for Southern Company (SO) - $91.95 as of 3/31/2025 10:25:03 PM EST

Total Score

9 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 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 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) 4
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 6
Operating Margin (Max of 10) 4
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

Southern Co. ( SO ) Laps the Stock Market: Here's Why 3/31/2025 10:15:00 PM
Southern Linc Leverages OneLayer to Enhance Management and Security of Its Ericsson Private Cellular Network - Southern ( NYSE:SO ) 3/31/2025 1:00:00 PM
Investors Are Flocking to These 3 Vanguard Sector ETFs. Should You Buy Them Too? 3/28/2025 9:42:00 AM
PSEG ( PEG ) Down 1.7% Since Last Earnings Report: Can It Rebound? 3/27/2025 3:30:00 PM
Southern Company & EPRI Join Forces to Fast-Track Energy Innovation 3/26/2025 9:30:00 AM
Southern Co. ( SO ) Stock Drops Despite Market Gains: Important Facts to Note 3/24/2025 10:00:00 PM
Should You Invest in the Fidelity MSCI Utilities Index ETF ( FUTY ) ? 3/19/2025 10:20:00 AM
Southern Co. ( SO ) Stock Moves -0.34%: What You Should Know 3/18/2025 10:00:00 PM
Southern Co. ( SO ) Gains But Lags Market: What You Should Know 3/17/2025 10:15:00 PM
What's Driving the Market Sentiment Around Southern? - Southern ( NYSE:SO ) 3/17/2025 4:30:00 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 12/31/2024
Next Earnings Date 4/30/2025

Stock Price History

Last Day Price 91.95
Price 4 Years Ago 60.67
Last Day Price Updated 3/31/2025 10:25:03 PM EST
Last Day Volume 6,338,591
Average Daily Volume 5,225,024
52-Week High 93.48
52-Week Low 65.27
Last Price to 52 Week Low 40.88%

Valuation Measures

Trailing PE 22.34
Industry PE 37.27
Sector PE 30.74
5-Year Average PE 18.11
Free Cash Flow Ratio 98.87
Industry Free Cash Flow Ratio 161.57
Sector Free Cash Flow Ratio 108.22
Current Ratio Most Recent Quarter 0.91
Total Cash Per Share 0.93
Book Value Per Share Most Recent Quarter 30.27
Price to Book Ratio 2.94
Industry Price to Book Ratio 2.34
Sector Price to Book Ratio 11.14
Price to Sales Ratio Twelve Trailing Months 3.70
Industry Price to Sales Ratio Twelve Trailing Months 1.94
Sector Price to Sales Ratio Twelve Trailing Months 2.55
Analyst Buy Ratings 4
Analyst Strong Buy Ratings 3

Share Statistics

Total Shares Outstanding 1,096,800,000
Market Capitalization 100,850,760,000
Institutional Ownership N/A

Dividends

Ex-Dividend Date 2/18/2025
Previous Dividend Amount 0.7200
Current Dividend Amount 0.7200
Total Years Dividend Increasing Dividend Contender - Increasing for 23 Years
Trailing Annual Dividend Rate 2.88
Trailing Annual Dividend Yield 3.16%
Forward Annual Dividend Rate 2.88
Forward Annual Dividend Yield 3.16%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 3.50%
5-Year Average Dividend Yield 4.02%
1-Year Dividend Growth Rate Percentage 0.70%
3-Year Dividend Growth Rate Percentage 0.35%
5-Year Dividend Growth Rate Percentage 2.39%
All-Time Dividend Growth Rate Percentage 2.72%
Dividend Payout Ratio 71.46%

Income Statement

Quarterly Earnings Growth YOY -38.50%
Annual Earnings Growth 12.48%
Reported EPS 12 Trailing Months 4.03
Reported EPS Past Year 4.06
Reported EPS Prior Year 3.64
Net Income Twelve Trailing Months 4,722,000,000
Net Income Past Year 3,976,000,000
Net Income Prior Year 3,535,000,000
Quarterly Revenue Growth YOY 4.90%
5-Year Revenue Growth 1.45%
Operating Margin Twelve Trailing Months 18.50%

Balance Sheet

Total Cash Most Recent Quarter 1,018,000,000
Total Cash Past Year 748,000,000
Total Cash Prior Year 1,917,000,000
Net Cash Position Most Recent Quarter -61,582,000,000
Net Cash Position Past Year -61,117,000,000
Long Term Debt Past Year 61,865,000,000
Long Term Debt Prior Year 58,867,000,000
Total Debt Most Recent Quarter 62,600,000,000
Equity to Debt Ratio Past Year 0.34
Equity to Debt Ratio Most Recent Quarter 0.37
Total Stockholder Equity Past Year 31,444,000,000
Total Stockholder Equity Prior Year 30,408,000,000
Total Stockholder Equity Most Recent Quarter 36,905,000,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 688,000,000
Free Cash Flow Per Share Twelve Trailing Months 0.63
Free Cash Flow Past Year -1,542,000,000
Free Cash Flow Prior Year -1,621,000,000

Options

Put/Call Ratio 0.34
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.70
MACD Signal 0.93
20-Day Bollinger Lower Band 78.86
20-Day Bollinger Middle Band 85.69
20-Day Bollinger Upper Band 92.51
Beta 0.45
RSI 58.91
50-Day SMA 82.80
150-Day SMA 71.08
200-Day SMA 67.88

System

Modified 3/28/2025 7:49:24 AM EST