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SO · Southern Co · Metrics

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$90.35 +1.08 (+1.21%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$100.63B
Shares
1.13B
Volume · Oct 20 6.2M Avg daily vol (3M) 5.97M

SO metrics

106 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$90.71
Market cap
$100.63B

Price action

20 metrics
Price change (1W)
+2.6%
Price change (30D)
+4.5%
Price change (3M)
-5.5%
Price change (6M)
-4.5%
Price change (YTD)
+2.4%
Price change (1Y)
-8.7%
Trailing year
Price change (5Y)
+41.8%
52-week high
$99.11
52-week low
$82.35
Change from 52-week high
-9.9%
Change from 52-week low
+8.4%
Annualized volatility
17.5%
Annualized volatility (3M)
15.7%
Beta
-0.2
RSI (14D)
60.5
Price vs SMA 50
+1.7%
Price vs SMA 200
-3.2%
Avg volume (3M)
5.95M
Relative volume
0.9
Average dollar volume
$530.19M

Company

3 metrics
Sector
Utilities
Industry
Utilities - Regulated Electric
Shares outstanding
1.13B

Valuation

12 metrics
P / E (TTM)
21.5
Trailing earnings · reciprocal yield 4.6%
PEG ratio
0.7
EV / revenue
5.7×
reciprocal yield 17.4%
EV / EBITDA
12.7×
reciprocal yield 7.9%
EV / EBIT
23.7×
reciprocal yield 4.2%
P / sales
3.4×
reciprocal yield 29.4%
P / book
2.4
reciprocal yield 41.2%
FCF yield
-3.2%
TTM · current market cap
Buyback yield
0.0%
P / FCF
—
P / operating cash flow
9.7
reciprocal yield 10.4%
Earnings yield
4.6%

Historical valuation

8 metrics
P / E historical average (3Y)
22.4×
reciprocal yield 4.5%
P / E historical average (5Y)
23.5×
reciprocal yield 4.2%
EV / revenue historical average (3Y)
5.7×
reciprocal yield 17.4%
EV / revenue historical average (5Y)
5.4×
reciprocal yield 18.4%
EV / EBIT historical average (3Y)
23.9×
reciprocal yield 4.2%
EV / EBIT historical average (5Y)
25.5×
reciprocal yield 3.9%
EV / EBITDA historical average (3Y)
13.3×
reciprocal yield 7.5%
EV / EBITDA historical average (5Y)
13.8×
reciprocal yield 7.2%

Dividends & buybacks

7 metrics
Dividend yield
3.4%
Trailing 12 months
Payout ratio
65.7%
Shareholder yield
—
Dividend / share (TTM)
$3.00
Dividend growth YoY
+2.7%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-08-17

Earnings calendar

2 metrics
Next earnings
2026-11-05
Last earnings
2026-07-30

Profitability

9 metrics
Gross margin
—
Operating margin
24.2%
Trailing 12 months
Net margin
15.6%
Gross profit (TTM)
—
Operating profit (TTM)
$7.30B
Net income (TTM)
$4.72B
Trailing 12 months
Diluted EPS (TTM)
$4.15
FCF margin
-10.8%
Effective tax rate
12.8%

Per share

11 metrics
Revenue per diluted share (TTM)
$26.88
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
$6.51
EBITDA per diluted share (TTM)
$12.16
Net income per diluted share (TTM)
$4.20
Operating cash flow per diluted share (TTM)
$9.50
Free cash flow per diluted share (TTM)
$-2.90
Capital expenditures per diluted share (TTM)
$12.40
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
—
Book value per share
$35.40

Growth

11 metrics
Revenue growth YoY
+0.1%
Year over year
Net income growth YoY
+33.4%
Revenue (TTM)
$30.18B
Trailing 12 months
EPS growth YoY
+30.4%
Shares change YoY
+3.0%
Year over year · more shares
Revenue CAGR (3Y)
+0.3%
Revenue CAGR (5Y)
+7.7%
EPS CAGR (3Y)
+6.3%
EPS CAGR (5Y)
+6.0%
FCF CAGR (3Y)
—
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
11.1%
Return on assets
2.9%
Debt / equity
1.7
Current ratio
0.8
EBITDA (TTM)
$13.65B
Free cash flow (TTM)
−$3.27B
Quick ratio
0.8
Interest coverage
—
Net debt / EBITDA
5.2
Return on invested capital
5.6%
Trailing 12 months
Net cash
−$70.47B
Latest balance sheet
Cash & equivalents
$2.98B
Total assets
$162.03B
Total debt
$73.45B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$10.65B
Capital expenditures (TTM)
$13.92B
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
—
R&D / revenue
—
Stock compensation / revenue
—

Ownership (13F)

9 metrics
13F filers
2,392
13F filer change QoQ
+6
Institutional ownership
79.1%
Conviction holders (share of 13F filers)
0.8%
Crowding (high-turnover and private-fund holders)
10.3%
Private-fund adviser ownership
10.1%
Active holders' share change QoQ
+2.6%
Holder tenure
17.6
Price vs estimated holder cost
+7.3%

Ownership (registered funds)

1 metrics
Index-fund ownership
20.7%

Short interest

3 metrics
Short interest
2.6%
Latest settlement · 4.2 days to cover
Days to cover
4.2d
Short-squeeze score
57 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$842,258
Insider-sentiment score
56 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 92122 CUSIP 842587107 13F (30d) 471 filings 445 filers Visit website Investor relations