Skip to Content

Southern Co SO

Morningstar Rating
$67.28 −0.45 (0.66%)
View Full Chart
Unlock our analysis with Morningstar Investor

Company Report

Price vs Fair Value

SO is trading within a range we consider fairly valued.
Price
$67.28
Fair Value
$48.00
Uncertainty
Low
1-Star Price
$15.37
5-Star Price
$45.90
Economic Moat
Mkhfgzt
Capital Allocation
Ttbcvjqc

Bulls Say, Bears Say

Bulls

Southern has excellent regulatory relationships due in large part to low utility rates and solid reliability. Although operational performance is the foundation for these relationships, management maintains strong political ties as well.

Bears

Cost overruns at Vogtle and Kemper have added uncertainty to Southern's excellent regulatory relationships and frameworks in Georgia and Mississippi.

Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if SO is a good fit for your portfolio.

News

Trading Information

Previous Close Price
$67.73
Day Range
$66.5467.58
52-Week Range
$61.5675.80
Bid/Ask
$67.18 / $68.50
Market Cap
$73.34 Bil
Volume/Avg
1 / 4.4 Mil

Key Statistics

Price/Earnings (Normalized)
20.79
Price/Sales
2.83
Dividend Yield (Trailing)
4.16%
Dividend Yield (Forward)
4.16%
Total Yield
4.16%

Company Profile

Southern is one of the largest utilities in the U.S. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 50 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the U.S. and sells the electricity primarily under long-term contracts.
Sector
Utilities
Industry
Utilities - Regulated Electric
Stock Style Box
Large Value
Total Number of Employees
28,100

Competitors

Valuation

Metric
SO
DUK
AEP
Price/Earnings (Normalized)
20.7917.4015.57
Price/Book Value
2.361.491.64
Price/Sales
2.832.422.11
Price/Cash Flow
11.077.198.12
Price/Earnings
SO
DUK
AEP

Financial Strength

Metric
SO
DUK
AEP
Quick Ratio
0.350.260.29
Current Ratio
0.770.760.60
Interest Coverage
2.782.422.26
Quick Ratio
SO
DUK
AEP

Profitability

Metric
SO
DUK
AEP
Return on Assets (Normalized)
2.73%4.13%2.12%
Return on Equity (Normalized)
12.09%15.64%8.23%
Return on Invested Capital (Normalized)
6.12%7.80%5.60%
Return on Assets
SO
DUK
AEP
See how this stock stacks up to its competitors with Morningstar Investor

Utilities - Regulated Electric Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Economic Moat
Market Cap
NEE
NextEra Energy IncMdpkpgq$116.3 Bil
DUK
Duke Energy CorpLzvkzhn$71.0 Bil
NGG
National Grid PLC ADRDgqr$48.3 Bil
AEP
American Electric Power Co IncVgqkw$43.1 Bil
PCG
PG&E CorpBjjn$42.3 Bil
D
Dominion Energy IncXgmrcp$38.2 Bil
EXC
Exelon CorpDfsxcf$36.0 Bil
XEL
Xcel Energy IncWlrvcw$32.9 Bil
ED
Consolidated Edison IncHjyr$30.4 Bil

Sponsor Center