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Upturn AI SWOT - About
SO 
Southern Company (SO)
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Upturn Advisory Summary
08/14/2025: SO (3-star) is a STRONG-BUY. BUY since 33 days. Profits (2.57%). 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 $96.09
1 Year Target Price $96.09
| 5 | Strong Buy |
| 4 | Buy |
| 10 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 8.15% | Avg. Invested days 46 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 103.48B USD | Price to earnings Ratio 24.31 | 1Y Target Price 96.09 |
Price to earnings Ratio 24.31 | 1Y Target Price 96.09 | ||
Volume (30-day avg) 21 | Beta 0.36 | 52 Weeks Range 79.12 - 96.44 | Updated Date 08/15/2025 |
52 Weeks Range 79.12 - 96.44 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 3.08% | Basic EPS (TTM) 3.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When Before Market | Estimate 1.08 | Actual 0.92 |
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 24.31 | Forward PE 22.08 | Enterprise Value 173173465265 | Price to Sales(TTM) 3.65 |
Enterprise Value 173173465265 | Price to Sales(TTM) 3.65 | ||
Enterprise Value to Revenue 6.11 | Enterprise Value to EBITDA 12.66 | Shares Outstanding 1100050048 | Shares Floating 1096703263 |
Shares Outstanding 1100050048 | Shares Floating 1096703263 | ||
Percent Insiders 0.09 | Percent Institutions 71.62 |
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 grown through acquisitions and expansions to become one of the largest energy companies in the United States, focusing on electricity generation and distribution.
Core Business Areas
- Southern Company Gas: Distributes natural gas to approximately 4.3 million customers in Illinois, Georgia, Virginia, and Tennessee.
- Southern Power: Develops, owns, and manages wholesale generating assets, selling electricity in the wholesale market.
- Southern Company Generation: Owns and operates regulated electric generating facilities that provide electricity to retail customers.
- Southern Company Distribution: Transmits and distributes electricity to retail customers.
Leadership and Structure
The company is led by a board of directors and a senior management team. Thomas A. Fanning is the Chairman, President and Chief Executive Officer. It operates with a decentralized structure, with individual operating companies managing day-to-day operations.
Top Products and Market Share
Key Offerings
- Electricity: Electricity generation, transmission, and distribution to retail and wholesale customers. Southern Company serves approximately 9 million customers. Competitors include Duke Energy, Dominion Energy, and NextEra Energy.
- Natural Gas: Natural gas distribution to residential, commercial, and industrial customers. Competitors include Atmos Energy, CenterPoint Energy, and NiSource.
- Wholesale Power: Electricity sold to other utilities and cooperatives in the wholesale market. Competitors include independent power producers like Calpine and NRG Energy.
Market Dynamics
Industry Overview
The energy industry is undergoing a transition towards cleaner energy sources, driven by environmental regulations and technological advancements. Demand for electricity is expected to grow with increasing electrification of various sectors.
Positioning
Southern Company is positioned as a leading energy provider with a diverse generation mix, including nuclear, coal, natural gas, and renewables. It aims to balance reliability, affordability, and sustainability.
Total Addressable Market (TAM)
The total US electricity market is estimated to be several hundred billion dollars annually. Southern Company captures a significant portion of the market in the Southeast. The natural gas market is also sizable.
Upturn SWOT Analysis
Strengths
- Large and diversified energy portfolio
- Extensive infrastructure network
- Strong financial resources
- Experienced management team
- Regulated utility operations providing stable earnings
Weaknesses
- Exposure to regulatory risks
- Reliance on fossil fuels
- High capital expenditure requirements
- Environmental liabilities
- Project management risks (e.g., Vogtle nuclear plant)
Opportunities
- Growth in renewable energy demand
- Expansion of natural gas infrastructure
- Development of energy storage technologies
- Electrification of transportation and heating
- Investment in grid modernization
Threats
- Increasing environmental regulations
- Fluctuations in fuel prices
- Competition from renewable energy providers
- Cybersecurity risks
- Economic downturns impacting energy demand
Competitors and Market Share
Key Competitors
- DUK
- NEE
- D
Competitive Landscape
Southern Company has a strong presence in the Southeast, but faces competition from other large utilities and renewable energy providers. Its advantages include its regulated utility operations and diversified generation mix. Disadvantages include its reliance on fossil fuels and exposure to regulatory risks.
Major Acquisitions
AGL Resources
- Year: 2016
- Acquisition Price (USD millions): 12000
- Strategic Rationale: Expanded Southern Company's natural gas operations.
Growth Trajectory and Initiatives
Historical Growth: Southern Company's growth has been driven by population growth in its service territories and strategic acquisitions.
Future Projections: Analysts project moderate growth in earnings per share over the next few years, driven by investments in renewable energy and grid modernization.
Recent Initiatives: Recent initiatives include expanding renewable energy capacity, modernizing the electric grid, and developing energy storage solutions.
Summary
Southern Company is a large, established utility company with a diversified energy portfolio. It benefits from regulated utility operations and a strong presence in the Southeast. However, it faces challenges related to environmental regulations, project management risks, and the transition to cleaner energy sources. The company is investing in renewable energy and grid modernization to address these challenges.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q), Investor Presentations, Analyst Reports, Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and financial information are subject to change. Individual investment decisions should be based on a thorough understanding of the risks involved and 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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