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Upturn AI SWOT - About
SO 
Southern Company (SO)
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Upturn Advisory Summary
06/27/2025: SO (3-star) is currently NOT-A-BUY. Pass it for now.
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
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $93.04
Year Target Price $93.04
| 5 | Strong Buy |
| 4 | Buy |
| 10 | Hold |
| 0 | Under performing |
| 2 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.44% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.01B USD | Price to earnings Ratio 21.8 | 1Y Target Price 92.88 |
Price to earnings Ratio 21.8 | 1Y Target Price 92.88 | ||
Volume (30-day avg) - | Beta 0.37 | 52 Weeks Range 74.44 - 92.87 | Updated Date 06/29/2025 |
52 Weeks Range 74.44 - 92.87 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.26% | Basic EPS (TTM) 4.17 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.54% | Operating Margin (TTM) 27.82% |
Management Effectiveness
Return on Assets (TTM) 3.46% | Return on Equity (TTM) 12.24% |
Valuation
Trailing PE 21.8 | Forward PE 21.32 | Enterprise Value 167800601876 | Price to Sales(TTM) 3.59 |
Enterprise Value 167800601876 | Price to Sales(TTM) 3.59 | ||
Enterprise Value to Revenue 6.02 | Enterprise Value to EBITDA 12.25 | Shares Outstanding 1100189952 | Shares Floating 1095713937 |
Shares Outstanding 1100189952 | Shares Floating 1095713937 | ||
Percent Insiders 0.1 | Percent Institutions 71.15 |
Analyst Ratings
Rating 3.52 | Target Price 93.04 | Buy 4 | Strong Buy 5 |
Buy 4 | Strong Buy 5 | ||
Hold 10 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
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, becoming one of the largest energy companies in the US.
Core Business Areas
- Southern Company Gas: Distributes natural gas through subsidiaries in Illinois, Georgia, Virginia, Tennessee, and Maryland. This segment focuses on delivering safe and reliable natural gas service to residential, commercial, and industrial customers.
- Southern Power: Generates and sells electricity at wholesale rates to municipalities, cooperatives, investor-owned utilities, and other entities. It operates a diverse portfolio of power plants including natural gas, coal, nuclear, and renewable energy sources.
- Southern Company Services: Provides engineering, technical, and other support services to Southern Company's operating companies. This segment includes research and development activities.
- Georgia Power, Alabama Power, Mississippi Power: These regulated utilities generate, transmit, and distribute electricity to retail customers in their respective states. They are responsible for maintaining the electric grid and ensuring reliable power supply.
Leadership and Structure
Southern Company is led by a CEO and a senior management team. The organizational structure includes various operating companies and functional departments, all overseen by the holding company.
Top Products and Market Share
Key Offerings
- Electricity Generation and Distribution: Supplies electricity to millions of customers in the Southeast US. Market share varies by state. Competitors include Duke Energy, NextEra Energy, and Dominion Energy. Georgia Power is one of the top 3 electricity providers in the state.
- Natural Gas Distribution: Distributes natural gas to customers in multiple states. Market share varies by state. Competitors include AGL Resources (formerly Nicor Gas), and Washington Gas Light. Southern Company Gas is one of the largest natural gas distributors in the U.S.
- Wholesale Electricity: Southern Power generates and sells electricity wholesale, competing with other independent power producers (IPPs) and utilities across the Southeast. Competitors include Calpine, NRG Energy, and Vistra Energy.
Market Dynamics
Industry Overview
The energy industry is undergoing a transformation with increased focus on renewable energy, grid modernization, and energy efficiency. Regulatory changes and technological advancements are shaping the future of the industry.
Positioning
Southern Company is a major player in the US energy market, with a strong presence in the Southeast. It is investing in renewable energy and grid modernization to adapt to changing market conditions. They have a solid regulated base that delivers consistent profits.
Total Addressable Market (TAM)
The TAM for electricity generation and distribution in the US is estimated at hundreds of billions of dollars annually. Southern Company holds a significant portion of this market, with growth opportunities in renewable energy and infrastructure upgrades.
Upturn SWOT Analysis
Strengths
- Large, established utility company
- Diverse energy portfolio
- Strong presence in the Southeast US
- Significant infrastructure assets
- Stable revenue stream from regulated utilities
Weaknesses
- Reliance on fossil fuels
- High debt levels
- Regulatory risks
- Environmental concerns
- Nuclear construction delays and cost overruns
Opportunities
- Growth in renewable energy
- Grid modernization investments
- Expansion into new markets
- Electrification of transportation
- Increased energy efficiency programs
Threats
- Increasing competition from renewable energy sources
- Changes in environmental regulations
- Economic downturns
- Cybersecurity threats
- Fluctuations in fuel prices
Competitors and Market Share
Key Competitors
- DUK
- NEE
- EXC
- DOM
Competitive Landscape
Southern Company's competitive advantages include its large size, strong presence in the Southeast, and diverse energy portfolio. Disadvantages include its reliance on fossil fuels and high debt levels. Competitors like NEE are expanding their renewable businesses faster than SO.
Major Acquisitions
AGL Resources
- Year: 2016
- Acquisition Price (USD millions): 12000
- Strategic Rationale: Expanded Southern Company's natural gas distribution business and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Historically, Southern Company's growth has been driven by population growth in its service territories and acquisitions.
Future Projections: Analyst estimates for future growth vary, but generally anticipate modest revenue growth and EPS growth driven by investments in renewable energy and infrastructure upgrades.
Recent Initiatives: Recent initiatives include investments in solar and wind energy projects, grid modernization efforts, and the development of new nuclear power plants (Vogtle).
Summary
Southern Company is a large, established utility company with a strong presence in the Southeast. While the company benefits from stable revenue streams and a diverse energy portfolio, it faces challenges related to fossil fuel reliance, high debt, and regulatory risks. The transition to renewable energy and grid modernization presents opportunities for future growth, but competition and environmental regulations pose threats. Overall, SO is reasonably healthy with solid yields for the investor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Reports
- Company Website
- Yahoo Finance
- Bloomberg
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be based on thorough research 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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