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The Southern Company (SO) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

The Southern Company

SOMarket cap $98BPrice $85.4

Country🇺🇸United States

SectorUtilities

IndustryElectric Utilities

Powers electricity to 9 million customers across Georgia, Alabama, Mississippi, and the Carolinas through coal, nuclear, and renewable plants. Operates some of America's largest nuclear facilities and is building the first new U.S. reactors in decades.

In Bastion Portfolios?

52W Return-10%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+0%3

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+6%4

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1+13%7

EPS Growth Y+2+9%6

EPS Growth Y+3+11%7

Quality

Margins

EBIT Margin27%8

Net Income Margin15%7

Free Cash Flow Margin-11%2

Debt

Net Debt/EBITDA5.12

Efficiency

ROE13%6

ROA3%5

Earnings Stability77

GEAR+AVERAGE52

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)185

P/E Ratio (Forward 3y)164

P/BV2.56

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd214

Yield

Free Cash Flow Yield-3.3%2

Dividend Yield3.6%8

Momentum

Short term

1 month return-3%6

3 month return-11%3

YTD return+0%5

Mid term

Price vs 52wHigh87%7

1 year return-8%4

Long term

3 year return+46%5

5 year return+64%6

Risk Shield

Price Risk

Beta-0.010

Volatility17%10

Free Cash Flow

Free Cash Flow Margin-11%2

Free Cash Flow Yield-3.3%2

Quality

ROCE6%4

Earnings Stability77

Net Debt/EBITDA5.12

02Growth

Is it actually growing, and how fast?

SOThe Southern

Revenue FY25$26.7B

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+0%3

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+13%7

EPS growth, FY27E+9%6

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Revenue held flat over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow faster than sales (EPS about 11%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE43 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-11%3

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-8%4

3-year return+46%5

5-year return+64%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+46% over three years and +64% over five), roughly average for the market.

It's down 8% over the past year, now 13% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-3%) and so far this year (+0%).

WEAKNESSES

The stock is underperforming over three months (-11%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Southern. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SOThe Southern

Revenue FY25$26.7B

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+0%3

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+13%7

EPS growth, FY27E+9%6

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Revenue held flat over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow faster than sales (EPS about 11%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE43 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-11%3

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-8%4

3-year return+46%5

5-year return+64%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+46% over three years and +64% over five), roughly average for the market.

It's down 8% over the past year, now 13% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-3%) and so far this year (+0%).

WEAKNESSES

The stock is underperforming over three months (-11%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Southern. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community