Fundamentals Overview
The Southern Company is in the middle of its 52-week range with moderate valuation, trading relatively flat today.
Valuation moderate
Intrinsic value (DCF)
-69.7% downside vs price
Profitability
Risk (Beta)
0.41 — lower vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Analyst grade: B · Sentiment improving (5 upgrades) · 3M vs S&P 500: +8.4%
Pressures (Sell):
DCF 69.7% downside vs price
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B. Recent institutional grades: majority upgrades. Current institutional positions: Buy: 2, Equal Weight: 7, Neutral: 10, Outperform: 3, Sector Outperform: 1, Sector Perform: 3, Sector Weight: 1, Underweight: 3.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $28.63; current price is $94.63. That’s a -69.7% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 24.18 |
| DCF value (model) | $28.63 (-69.7% vs price) |
| PEG (TTM) | N/A |
| P/B (TTM) | 2.9 |
| P/S (TTM) | 3.58 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 0.65 |
| Quick Ratio (TTM) | 0.45 |
| Cash Ratio (TTM) | 0.1 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 14.69% |
| Gross margin (TTM) | 43.48% |
| Operating margin (TTM) | 24.63% |
| Debt to equity (TTM) | N/A |
Latest News
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for SO.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| TD Cowen | maintain | Buy | Buy | 2026-03-06 |
| Evercore ISI Group | upgrade | In Line | Outperform | 2026-03-05 |
| Keybanc | upgrade | Underweight | Sector Weight | 2026-03-04 |
| Wells Fargo | upgrade | Underweight | Equal Weight | 2026-02-20 |
| Mizuho | upgrade | Neutral | Outperform | 2026-02-20 |
| Scotiabank | maintain | Sector Perform | Sector Perform | 2026-02-20 |
| Wells Fargo | downgrade | Equal Weight | Underweight | 2026-01-20 |
| Barclays | maintain | Equal Weight | Equal Weight | 2026-01-15 |
| UBS | maintain | Neutral | Neutral | 2025-12-17 |
| JP Morgan | maintain | Neutral | Neutral | 2025-12-15 |
| Jefferies | maintain | Neutral | Neutral | 2025-12-15 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2025-12-12 |
| Keybanc | maintain | Underweight | Underweight | 2025-12-12 |
| Mizuho | maintain | Neutral | Neutral | 2025-12-11 |
| Barclays | maintain | Equal Weight | Equal Weight | 2025-11-20 |
| Jefferies | downgrade | Buy | Neutral | 2025-11-05 |
| Ladenburg Thalmann | downgrade | Buy | Neutral | 2025-10-17 |
| Keybanc | maintain | Underweight | Underweight | 2025-10-15 |
| Barclays | maintain | Equal Weight | Equal Weight | 2025-10-14 |
| UBS | maintain | Neutral | Neutral | 2025-10-10 |
| Scotiabank | downgrade | Sector Outperform | Sector Perform | 2025-10-03 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2025-09-25 |
| JP Morgan | maintain | Neutral | Neutral | 2025-08-21 |
| Mizuho | maintain | Neutral | Neutral | 2025-08-01 |
| Scotiabank | maintain | Sector Outperform | Sector Outperform | 2025-08-01 |
| BMO Capital | maintain | Outperform | Outperform | 2025-07-22 |
| Barclays | maintain | Equal Weight | Equal Weight | 2025-07-16 |
| JP Morgan | maintain | Neutral | Neutral | 2025-07-15 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2025-06-18 |
| Jefferies | upgrade | Hold | Buy | 2025-06-05 |