Each point was worked out that day with the data available that day. Scale 0-10, same as the markers above: 5 is the index average and 10 means the score is capped at +3 standard deviations, not that it is perfect. The vertical axis zooms to fit this company, so two companies' charts are not directly comparable by eye; the darker line at 5 is in both.
Market and Valuation
Price & Market
Prev Close Price:$86.76
Open:$86.33
Day's Low:$85.43
Day's High:$86.35
Bid / Ask:-
Market Cap:98.38B
Enterprise Value:175.25B
52-Week Range
52-Week Low:$83.80
52-Week High:$100.84
Current position in 52-week range
52w Low-52w High
50-Day Avg:$91.71
200-Day Avg:$92.29
Volume
Volume Today:15,145,617
Avg Volume (3m):5,651,974
Avg Volume (10d):6,484,730
52-Week Change:-7.38%
vs S&P 500, 52 weeks:-
Beta:0.32
Valuation Multiples
PER Trailing:20.91
PER Forward:17.37
PEG Ratio:2.04
Price / Book:2.49
Price / Sales (TTM):3.26
EV / Revenue:5.81
EV / EBITDA:12.29
Dividends
Current yield:3.50%
Annual Dividend Rate:$3.04
Dividend Trailing:$2.98
Yield Trailing:3.43%
5-Year Avg Yield:3.60%
Payout Ratio:71.81%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):30.18B
Gross Profit:14.57B
EBITDA:14.26B
Net Income (TTM):4.66B
Rev Growth (YoY):+0.10%
Earnings Growth (YoY):+30.40%
Quarterly earnings growth (YoY):+33.40%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):-
EPS Forward (Est.):$4.92
Revenue Per Share:$26.99
Cash Per Share:-
Book Value:$34.40
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:2.98B
Total Debt:77.09B
Net Debt (Debt - Cash):74.10B
Debt / Equity:182.06%
Current Ratio:0.79
Quick Ratio:0.44
Cash Flows
Operating Cash Flow:10.65B
Free Cash Flow (FCF):−3.91B
FCF Yield (FCF / Market Cap):-
Enterprise Value:175.25B
EV / Revenue:5.81
EV / EBITDA:12.29
Profitability
ROE (Return on Equity):11.48%
ROA (Return on Assets):3.27%
PER Trailing:20.91
PER Forward:17.37
Price / Book:2.49
PEG Ratio:2.04
52-Week Change:-7.38%
S&P 500 change, 52 weeks:+14.80%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$4.09
EPS Forward (Est.):$4.92
PER Forward:-
PEG Ratio:2.04
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$26.99
Cash Per Share:-
Book Value:$34.40
Cash Flows (TTM)
Free Cash Flow:−3.91B
Operating Cash Flow:10.65B
EBITDA:14.26B
Total Revenue (TTM):30.18B
Net Income (TTM):4.66B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:1,150,362,966
Float (free shares):1,147,648,109
Short interest (shares):35,194,234
Short % of float:-
Short Ratio (days to cover):6.08
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
The Southern Company (SO) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
Chairman, President & CEO of Alabama Power Company
65
2.46M
Mr. Matthew M. Kim
SVP, Comptroller & Chief Accounting Officer
-
-
Mr. Greg MacLeod
Director of Investor Relations
-
-
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The Southern Company (SO): Quantitative Analysis
The Southern Company (SO) — Utilities — Utilities - Regulated Electric. SO is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, SO has returned +0.7% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.
SO ranks 400 of 466 on today's multifactor score, and 28 of the 31 Utilities companies that score. Its strongest factor is value (Z -0.01, ranked 209 of 494); its weakest is momentum (Z -0.44, ranked 323 of 497). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
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