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Upturn AI SWOT - About
SO 
Southern Company (SO)
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Upturn Advisory Summary
09/16/2025: SO (3-star) is a SELL. SELL since 5 days. Simulated Profits (0.49%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $96.68
1 Year Target Price $96.68
| 5 | Strong Buy |
| 4 | Buy |
| 10 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.96% | Avg. Invested days 48 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.50B USD | Price to earnings Ratio 23.61 | 1Y Target Price 96.68 |
Price to earnings Ratio 23.61 | 1Y Target Price 96.68 | ||
Volume (30-day avg) 21 | Beta 0.39 | 52 Weeks Range 78.50 - 95.68 | Updated Date 09/16/2025 |
52 Weeks Range 78.50 - 95.68 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 3.14% | Basic EPS (TTM) 3.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.1% | Operating Margin (TTM) 28.08% |
Management Effectiveness
Return on Assets (TTM) 3.39% | Return on Equity (TTM) 11.23% |
Valuation
Trailing PE 23.61 | Forward PE 20.08 | Enterprise Value 171072374717 | Price to Sales(TTM) 3.54 |
Enterprise Value 171072374717 | Price to Sales(TTM) 3.54 | ||
Enterprise Value to Revenue 6.03 | Enterprise Value to EBITDA 12.51 | Shares Outstanding 1100050048 | Shares Floating 1096659261 |
Shares Outstanding 1100050048 | Shares Floating 1096659261 | ||
Percent Insiders 0.09 | Percent Institutions 71.66 |
Upturn AI SWOT
Southern Company
Company Overview
History and Background
Southern Company was founded in 1945 as a holding company for Georgia Power and Alabama Power. It has since grown to be one of the largest energy providers in the US, expanding through acquisitions and organic growth.
Core Business Areas
- Southern Company Gas: Distributes natural gas to approximately 4.3 million customers in Illinois, Georgia, Virginia, and Tennessee.
- Southern Power: A leading U.S. wholesale energy provider, owning and operating approximately 17,700 megawatts of generating capacity.
- Southern Company Generation: Generates electricity for retail customers, with a diverse portfolio of energy sources, including nuclear, coal, gas, and renewables.
- Southern Company Distribution: Distributes electricity to retail customers
Leadership and Structure
Thomas A. Fanning is the Chairman, President, and CEO. The company operates with a decentralized structure, with individual operating companies having significant autonomy.
Top Products and Market Share
Key Offerings
- Electricity Generation and Distribution: Generates, transmits, and distributes electricity to approximately 9 million customers across Georgia, Alabama, and Mississippi. Market share varies by state but is significant in its service territories. Competitors include Duke Energy, Dominion Energy, and NextEra Energy.
- Natural Gas Distribution: Distributes natural gas to customers in Illinois, Georgia, Virginia, and Tennessee through Southern Company Gas. The gas distribution market is competitive, with other major players like Atmos Energy and ONE Gas. Market share fluctuates by region.
- Wholesale Electricity: Sells electricity at wholesale rates to other utilities and cooperatives through Southern Power. Faces competition from other independent power producers (IPPs). Market share depends on contracted capacity and power prices.
Market Dynamics
Industry Overview
The utility industry is undergoing a transition toward cleaner energy sources and increased regulation. Demand for electricity is expected to grow, driven by electrification of transportation and other sectors. Increased focus on resilience and grid modernization.
Positioning
Southern Company is positioned as a leading provider of electricity and natural gas in the Southeast. It has a large customer base and a diverse portfolio of energy sources. Competitive advantages include its scale, infrastructure, and relationships with regulators.
Total Addressable Market (TAM)
The total addressable market for electricity and natural gas in the Southeast is estimated to be in the hundreds of billions of dollars annually. Southern Company is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Large customer base
- Diverse generation portfolio
- Strong relationships with regulators
- Extensive infrastructure network
- Financial Stability
Weaknesses
- Regulatory scrutiny
- Exposure to commodity price volatility
- High capital expenditure requirements
- Reliance on fossil fuels
- Nuclear construction delays (Vogtle)
Opportunities
- Growth in electricity demand
- Expansion of renewable energy generation
- Investment in grid modernization
- Acquisition of other utilities
- Electrification of Transportation
Threats
- Increasing environmental regulations
- Competition from renewable energy sources
- Economic downturn
- Cybersecurity threats
- Fluctuations in fuel prices
Competitors and Market Share
Key Competitors
- DUK
- NEE
- DOM
Competitive Landscape
Evaluate Southern Companyu2019s advantages and disadvantages compared to its competitors.
Major Acquisitions
AGL Resources
- Year: 2016
- Acquisition Price (USD millions): 12000
- Strategic Rationale: Expanded Southern Company's natural gas business and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Discuss Southern Company's growth trends over the past years.
Future Projections: Provide projections for Southern Company's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Southern Company.
Summary
Southern Company is a large utility company with a significant presence in the Southeast. The company benefits from a large customer base and a diversified generation portfolio. However, it faces challenges related to regulatory scrutiny and high capital expenditures. Future growth will depend on its ability to adapt to changing energy markets and successfully execute its strategic initiatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investments in the stock market are subject to risks, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Southern Company
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1981-12-31 | CEO, President & Chairman Mr. Christopher C. Womack | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 28314 | Website https://www.southerncompany.com |
Full time employees 28314 | Website https://www.southerncompany.com | ||
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; distributes natural gas in Illinois, Georgia, Virginia, and Tennessee; operates, constructs, and maintains approximately 78,500 miles of natural gas pipelines and 14 storage facilities; and provides gas marketing services, as well as electric services to retail customers. It also offers distributed energy and resilience solutions, and digital wireless communications and fiber optics services, as well as deploys microgrids for commercial, industrial, governmental, utility customers. The Southern Company was incorporated in 1946 and is headquartered in Atlanta, Georgia.
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