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SO 
Southern Company (SO)
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Upturn Advisory Summary
11/05/2025: SO (2-star) is a SELL. SELL since 2 days. Simulated Profits (-2.18%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $99.67
1 Year Target Price $99.67
| 5 | Strong Buy |
| 4 | Buy |
| 10 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.65% | Avg. Invested days 45 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.09B USD | Price to earnings Ratio 22.61 | 1Y Target Price 99.67 |
Price to earnings Ratio 22.61 | 1Y Target Price 99.67 | ||
Volume (30-day avg) 21 | Beta 0.44 | 52 Weeks Range 78.50 - 100.84 | Updated Date 11/6/2025 |
52 Weeks Range 78.50 - 100.84 | Updated Date 11/6/2025 | ||
Dividends yield (FY) 3.19% | Basic EPS (TTM) 4.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-29 | When Before Market | Estimate 1.52 | Actual 1.6 |
Profitability
Profit Margin 15.42% | Operating Margin (TTM) 36.56% |
Management Effectiveness
Return on Assets (TTM) 3.46% | Return on Equity (TTM) 11.43% |
Valuation
Trailing PE 22.61 | Forward PE 20.41 | Enterprise Value 172843451043 | Price to Sales(TTM) 3.46 |
Enterprise Value 172843451043 | Price to Sales(TTM) 3.46 | ||
Enterprise Value to Revenue 6.09 | Enterprise Value to EBITDA 12.64 | Shares Outstanding 1101104843 | Shares Floating 1097713440 |
Shares Outstanding 1101104843 | Shares Floating 1097713440 | ||
Percent Insiders 0.09 | Percent Institutions 71.39 |
Upturn AI SWOT
Southern Company
Company Overview
History and Background
The Southern Company was founded in 1945 as a holding company for Georgia Power and Alabama Power. It has grown to become a leading energy provider, expanding its services and utilities across the Southeast and beyond. Key milestones include diversifying into gas and renewable energy and focusing on sustainable solutions.
Core Business Areas
- Southern Company Gas: Distributes natural gas through subsidiaries in Illinois, Georgia, Virginia, Tennessee, and Maryland. Provides gas marketing services, wholesale gas services, and gas storage.
- Southern Company Generation: Generates electricity through nuclear, coal, natural gas, hydro, solar, and wind resources. Supplies electricity to retail customers through its operating companies.
- Southern Company Transmission: Transmits electricity across the Southeast through a network of transmission lines and substations.
Leadership and Structure
Southern Company is led by a Board of Directors and a strong executive leadership team including the CEO, CFO, and other key officers. The organizational structure is based on its operating companies and functional areas.
Top Products and Market Share
Key Offerings
- Electricity Generation: Generates electricity from various fuel sources including coal, nuclear, natural gas, and renewables. Competitors include Duke Energy (DUK), Dominion Energy (D), and NextEra Energy (NEE). Southern Company's market share is roughly 6% of total US electricity generation revenue. Revenue from this product is difficult to isolate due to integrated utility operations.
- Natural Gas Distribution: Distributes natural gas to residential, commercial, and industrial customers. Competitors include Atmos Energy (ATO), ONE Gas (OGS), and National Fuel Gas Company (NFG). Market share varies by geographic region, and is estimated at 12% of the market across the southeastern states where it operates. Revenue from this product is also bundled with the service offerings.
- Renewable Energy Projects: Developing and operating renewable energy projects, including solar and wind farms. Competitors in the renewable energy sector include NextEra Energy (NEE), and Invenergy. They are a growth business for Southern Company, so specifics are not reported as a separate line item.
Market Dynamics
Industry Overview
The utility industry is undergoing significant transformation, driven by decarbonization efforts, increasing renewable energy adoption, and evolving regulatory landscapes. Demand for electricity is expected to grow, driven by electrification of transportation and other sectors.
Positioning
Southern Company is a leading player in the energy sector, particularly in the Southeast. Its competitive advantages include its scale, diversified energy portfolio, expertise in nuclear generation, and strong relationships with regulators.
Total Addressable Market (TAM)
The US electricity market has a value of roughly $500 billion. The natural gas distribution market is approximately $150 billion. Southern Company is positioned to capture a growing share of this market through its investments in renewable energy and infrastructure upgrades.
Upturn SWOT Analysis
Strengths
- Large and diversified energy portfolio
- Strong presence in the Southeast
- Expertise in nuclear generation
- Commitment to innovation and sustainability
- Financial stability
Weaknesses
- Exposure to regulatory risks
- High capital expenditures
- Reliance on fossil fuels
- Environmental liabilities
- Operational challenges at Vogtle nuclear plant
Opportunities
- Growing demand for electricity in the Southeast
- Expansion into renewable energy sources
- Investments in grid modernization
- Development of new technologies
- Government incentives for clean energy
Threats
- Increasing competition from renewable energy providers
- Stringent environmental regulations
- Fluctuations in fuel prices
- Cybersecurity risks
- Economic downturns
Competitors and Market Share
Key Competitors
- DUK
- NEE
- EXC
- D
Competitive Landscape
Southern Company competes with other major utility companies on the basis of price, reliability, and customer service. Its competitive advantages include its scale, diversified energy portfolio, and expertise in nuclear generation. Southern Company gas is also a major player in this sector.
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: Southern Company has experienced steady growth over the past decade, driven by investments in infrastructure and new technologies.
Future Projections: Analysts expect Southern Company to continue to grow at a moderate pace in the coming years, driven by increasing demand for electricity and the expansion of its renewable energy portfolio.
Recent Initiatives: Recent strategic initiatives include investments in grid modernization, the development of new renewable energy projects, and the expansion of its natural gas business.
Summary
Southern Company is a large and diversified energy company with a strong presence in the Southeast. Its financial performance is stable, and it pays a reliable dividend. The company faces challenges including regulatory risks and environmental liabilities, but it is well-positioned to capitalize on opportunities in renewable energy and grid modernization. Southern Company needs to ensure nuclear plant is completed on-budget and on-time to reduce risk.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made in consultation with a qualified financial advisor.
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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