The Southern Company (SO)

The Southern Company (SO) All Metrics

SO Discounted Cash Flow Metrics

Fair Value Price	$26.11
Margin of Safety	(71.91%)

SO Average Annual Returns By Period (CAGR)

CAGR TTM	8.47%
CAGR 3Y	13.15%
CAGR 5Y	11.91%
CAGR 10Y	10.69%
CAGR 15Y	10.48%
CAGR 20Y	10.13%

SO Returns By Period

7D Total Return	2.70%
30D Total Return	2.07%
YTD Total Return	8.32%
1Y Total Return	8.46%
3Y Total Return	44.87%
5Y Total Return	75.53%
10Y Total Return	176.11%
15Y Total Return	345.92%
20Y Total Return	588.83%

SO Yearly Returns

2026	8.32%
2025	9.44%
2024	21.69%
2023	2.19%
2022	8.21%
2021	16.35%
2020	0.66%
2019	51.62%
2018	(3.75%)
2017	2.41%

SO Revenue Metrics

Revenue TTM$30.174B Revenue CAGR 3Y1.20%Revenue CAGR 5Y7.25%Net Income TTM$4.363B Net Income CAGR 3Y9.07%Net Income CAGR 5Y5.11%Free Cash Flow TTM($3.590B)FCF CAGR 3Y(5.51%)FCF CAGR 5Y(5.51%)

SO PE Ratio Metrics

PE Ratio	23.77
PE Ratio Avg TTM	23.30
PE Ratio Avg 3Y	22.39
Current VS TTM Avg	+2.00%
Current VS 3Y Avg	+6.14%
Current VS 5Y Avg	+1.81%

SO PS Ratio Metrics

PS Ratio	3.47
PS Ratio Avg TTM	3.55
PS Ratio Avg 3Y	3.36
Current VS TTM Avg	-2.39%
Current VS 3Y Avg	+3.14%
Current VS 5Y Avg	+7.94%

SO PB Ratio Metrics

PB Ratio	2.82
PB Ratio Avg TTM	2.93
PB Ratio Avg 3Y	2.77
Current VS TTM Avg	-3.78%
Current VS 3Y Avg	+1.74%
Current VS 5Y Avg	+5.72%

SO Price to Free Cash Flow Ratio Metrics

PFCF Ratio	187.67
PFCF Ratio Avg TTM	186.85
PFCF Ratio Avg 3Y	135.41
Current VS TTM Avg	+0.44%
Current VS 3Y Avg	+38.60%
Current VS 5Y Avg	+76.69%

SO Debt to Equity Ratio Metrics

Debt/Equity Ratio	1.83
Debt/Equity Ratio Avg TTM	1.92
Debt/Equity Ratio Avg 3Y	1.95
Current VS TTM Avg	-4.44%
Current VS 3Y Avg	-6.03%
Current VS 5Y Avg	-5.10%

SO PEG Ratio Metrics

PEG Ratio	1.96
PEG Ratio Avg TTM	1.96
PEG Ratio Avg 3Y	1.96
Current VS TTM Avg	0.00%
Current VS 3Y Avg	0.00%
Current VS 5Y Avg	0.00%

SO FCF Yield

FCF Yield	0.53%
FCF Yield Avg TTM	0.54%
FCF Yield Avg 3Y	0.97%
Current VS TTM Avg	-1.15%
Current VS 3Y Avg	-45.24%
Current VS 5Y Avg	-56.67%

SO Earnings Yield

Earnings Yield	4.21%
Earnings Yield Avg TTM	4.30%
Earnings Yield Avg 3Y	4.50%
Current VS TTM Avg	-2.16%
Current VS 3Y Avg	-6.45%
Current VS 5Y Avg	-3.59%

SO EV/EBIT Ratio Metrics

Ev/Ebit Ratio	24.68
Ev/Ebit Ratio Avg TTM	23.63
Ev/Ebit Ratio Avg 3Y	24.43
Current VS TTM Avg	+4.44%
Current VS 3Y Avg	+1.01%
Current VS 5Y Avg	-5.07%

SO EV/EBITDA Ratio Metrics

Ev/Ebitda Ratio	12.46
Ev/Ebitda Ratio Avg TTM	12.36
Ev/Ebitda Ratio Avg 3Y	12.46
Current VS TTM Avg	+0.80%
Current VS 3Y Avg	-0.02%
Current VS 5Y Avg	-3.93%

SO EV/Assets Ratio Metrics

Ev/Assets Ratio	1.15
Ev/Assets Ratio Avg TTM	1.13
Ev/Assets Ratio Avg 3Y	1.09
Current VS TTM Avg	+1.38%
Current VS 3Y Avg	+5.93%
Current VS 5Y Avg	+10.03%

SO EV/Sales Ratio Metrics

Ev/Sales Ratio	5.96
Ev/Sales Ratio Avg TTM	5.97
Ev/Sales Ratio Avg 3Y	5.76
Current VS TTM Avg	-0.24%
Current VS 3Y Avg	+3.49%
Current VS 5Y Avg	+7.74%

SO Current Ratio Metrics

Current Ratio	0.65
Current Ratio Avg TTM	0.66
Current Ratio Avg 3Y	0.69
Current VS TTM Avg	-1.52%
Current VS 3Y Avg	-5.45%
Current VS 5Y Avg	-8.88%

SO Quick Ratio Metrics

Quick Ratio	0.45
Quick Ratio Avg TTM	0.46
Quick Ratio Avg 3Y	0.48
Current VS TTM Avg	-1.10%
Current VS 3Y Avg	-6.74%
Current VS 5Y Avg	-11.48%

SO ROIC Metrics

ROIC	4.36%
ROIC Avg 3Y	4.00%
ROIC Avg 5Y	3.75%
Current VS 3Y Avg	+9.00%
Current VS 5Y Avg	+16.22%
Current VS 10Y Avg	+20.38%

SO Return on Assets Metrics

ROA	2.79
ROA Avg TTM	2.91
ROA Avg 3Y	2.82
Current VS TTM Avg	-4.12%
Current VS 3Y Avg	-1.15%
Current VS 5Y Avg	+6.42%

SO Return on Equity Metrics

ROE	12.05
ROE Avg TTM	12.65
ROE Avg 3Y	12.39
Current VS TTM Avg	-4.74%
Current VS 3Y Avg	-2.76%
Current VS 5Y Avg	+4.46%

SO Net Profit Margin Metrics

Net Profit Margin	14.69%
Net Profit Margin Avg TTM	15.58%
Net Profit Margin Avg 3Y	14.74%
Current VS TTM Avg	-5.71%
Current VS 3Y Avg	-0.36%
Current VS 5Y Avg	+3.98%

SO Gross Profit Margin Metrics

Gross Profit Margin	29.81%
Gross Pft Margin Avg TTM	39.87%
Gross Pft Margin Avg 3Y	40.60%
Current VS TTM Avg	-25.23%
Current VS 3Y Avg	-26.58%
Current VS 5Y Avg	-29.94%

SO Tax Rate Metrics

Tax Rate	16.56%
Tax Rate Avg 3Y	16.34%
Tax Rate Avg 5Y	14.49%
Current VS 3Y Avg	+1.38%
Current VS 5Y Avg	+14.29%
Current VS 10Y Avg	-10.83%

Last Updated: Tuesday, June 9, 2026

About The Southern Company

The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.

Atlanta, GA

28,314 employees

www.southerncompany.com

Utilities / Regulated Electric

Sector: Utilities
Industry: Regulated Electric
CEO: Christopher C. Womack

View full financials

About The Southern Company

Atlanta, GA

28,314 employees

www.southerncompany.com

Utilities / Regulated Electric

Sector: Utilities
Industry: Regulated Electric
CEO: Christopher C. Womack

View full financials

The Southern Company (SO) All Metrics

SO Valuation Metrics

SO Stock Price Metrics

SO Dividend Metrics

SO Growth Rate Metrics

SO Discounted Cash Flow Metrics

SO Average Annual Returns By Period (CAGR)

SO Returns By Period

SO Yearly Returns

SO Revenue Metrics

SO PE Ratio Metrics

SO PS Ratio Metrics

SO PB Ratio Metrics

SO Price to Free Cash Flow Ratio Metrics

SO Debt to Equity Ratio Metrics

SO PEG Ratio Metrics

SO FCF Yield

SO Earnings Yield

SO EV/EBIT Ratio Metrics

SO EV/EBITDA Ratio Metrics

SO EV/Assets Ratio Metrics

SO EV/Sales Ratio Metrics

SO Current Ratio Metrics

SO Quick Ratio Metrics

SO ROIC Metrics

SO Return on Assets Metrics

SO Return on Equity Metrics

SO Net Profit Margin Metrics

SO Gross Profit Margin Metrics

SO Tax Rate Metrics

About The Southern Company