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Upturn AI Summary - About
Southern Company(SO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SO
09/25/2026: SO (2-star) is currently NOT-A-BUY. Pass it for now.
Southern Company is a prominent U.S. electric utility holding company that offers investors a steady, regulated business model focused on generating, transmitting, and distributing electricity. The company’s primary strengths include its essential service franchise in the Southeast and a recent, successful focus on expanding its carbon-free nuclear generation capacity. Its investment story currently centers on meeting surging electricity demand from large industrial and data center customers. However, investors should monitor significant risks such as high debt levels, regulatory sensitivities, and the potential for execution hurdles in capital-intensive projects. This stock may best suit dividend-focused or low-risk investors seeking stable income in a regulated utility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Southern Company is a mature utility and does not offer the high-growth profile typical of growth-oriented investments. |
| Momentum investor | Mixed fit | Momentum can occur during utility sector rotations, but it is conditional on broader market conditions favoring defensive, low-beta assets. |
| Value investor | Mixed fit | Valuation is often tied to interest rates and regulatory environments, making it a nuanced choice for value-focused portfolios. |
| Dividend investor | Strong fit | The company's long history of consistent, growing dividend payments makes it highly suitable for income-focused investors. |
| Low-risk investor | Strong fit | As a regulated utility, Southern Company typically exhibits lower volatility and stable cash flows compared to the broader market. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | Utilities are generally less volatile than the broader market, though rate-case news can cause short-term fluctuations. |
| Valuation risk | Medium | Utility stocks can become expensive when interest rates fall, creating sensitivity to discount rate changes. |
| Competition risk (Regulatory) | Medium | The primary competition risk is regulatory approval for rate increases and project cost recovery. |
| Business quality | Strong | The company maintains a high-quality, essential service franchise with deep moats in its service territories. |
| Dividend income | Strong | The dividend is considered highly reliable due to the regulated nature of the revenue stream. |
| Execution risk | Medium / high | Large-scale infrastructure projects like nuclear plants are susceptible to significant time and budget overruns. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 7.8% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 95.34B USD | Price to earnings Ratio 19.97 | 1Y Target Price 99.24 |
Price to earnings Ratio 19.97 | 1Y Target Price 99.24 | ||
Volume (30-day avg) 5.9M shares | Beta 0.32 | 52 Weeks Range 81.79 - 98.45 | Updated Date 09/27/2026 |
52 Weeks Range 81.79 - 98.45 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 3.60% | Basic EPS (TTM) 4.15 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Regulated Retail Electric | Generation and delivery of electricity to residential and commercial customers in the Southeast. | This is the core business providing the majority of stable revenue via regulated rates. |
| Southern Company Gas | Natural gas distribution networks and related energy services. | Adds a secondary stream of regulated, reliable income from gas delivery. |
| Southern Power | Wholesale generation, primarily solar, wind, and natural gas plants. | Provides competitive growth exposure, though with more variability than the regulated segments. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 19.97 | Forward PE 16.98 | Enterprise Value 170.12B | Price to Sales(TTM) 3.16 |
Enterprise Value 170.12B | Price to Sales(TTM) 3.16 | ||
Enterprise Value to Revenue 5.64 | Enterprise Value to EBITDA 11.48 | Shares Outstanding 1.15B | Shares Floating 1.15B |
Shares Outstanding 1.15B | Shares Floating 1.15B | ||
Percent Insiders 0.1 | Percent Institutions 74.23 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Southern Company
Exchange NYSE | Headquarters 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 29502 | Website https://www.southerncompany.com |
Full time employees 29502 | Website https://www.southerncompany.com | ||
The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
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