Southern Co (SO)
Fair bewertetFundamental
52
Kurs
$83.01
Marktkapitalisierung
$94.73B
Teil 1 · Was das Unternehmen wert ist
Übersicht
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.
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Direct competitors
Who this company fights with for the same customers
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Bilanz & Liquidität
Umsatz
$30.18B
Letzte 12 Monate (bis 31.3.2026)
Nettogewinn
$4.36B
Letzte 12 Monate (bis 31.3.2026)
Freier Cashflow
$-2.94B
Gesamtes Eigenkapital
$36.02B
Gesamtverbindlichkeiten
$116.85B
Current Ratio
0.65
Zinsdeckungsgrad
-
Schulden/EBITDA
5.71
Gewinn je Aktie
Umsatz & Nettogewinn
Freier Cashflow
Ertragsaufschlüsselung
Historische Aufstellung
Margen im Zeitverlauf
Verschuldung im Zeitverlauf
Wie schwer die Schulden wiegen
Wachstumsraster
Wachstum — Umsatz
Innerer-Wert-Schätzung
Innerer Wert
$69.78
Aktueller Kurs
$83.01
Sicherheitsmarge
-19.0%
Innerer-Wert-Spanne
$47.02 - $92.54
Streubreite zwischen den verwendeten Bewertungsmethoden, kein statistisch kalibriertes Konfidenzintervall.
Bewertungsmethoden
Bewertungskennzahlen
P/E-Verhältnis
21.20
ROE
12.1%
P/B-Verhältnis
2.34
P/FCF
-
Bruttomarge
-
ROIC
4.1%
Rentabilitäts-Radar
Wertschöpfung (Wettbewerbsvorteil)
ROIC
4.1%
WACC
4.4%
ROIC − WACC
-0.4 pp
Der ROIC liegt etwa auf Höhe der Kapitalkosten: Das Unternehmen deckt gerade eben seine Kapitalkosten.
Fundamentalanalyse-Kriterien
Bestanden (14)
- EPS shows upward trend
- Price CAGR 5.89%
- P/B Ratio 2.34
- Debt/Equity ratio
- Operating Margin 24.2%
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 12.6%
- Revenue Growth 5Y 7.5%
- Earnings Surprise avg 2.9%
- Earnings Quality (OCF/NI) 2.24
- Share Dilution 0.4%
- Piotroski F-Score 5/9
Nicht bestanden (9)
- EPS CAGR 3.06%
- ROIC 4.1%
- Positive Free Cash Flow
- Current Ratio
- Price below Graham Number
- DCF valuation (Overvalued)
- Analyst Consensus 44% Buy
- PEG Ratio 3.45
- Net Margin Trend 14.5% vs 16.7%
Nicht verfügbar (5)
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- CapEx intensity
- Interest Coverage
Piotroski F-Score
Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit
Gewinnqualität
Hohe Qualität: Gewinne durch Cashflow gedeckt
Aktienverwässerung
Aktienanzahl ist stabil
Institutionelle Beteiligungen
Unternehmensführung
Führungsteam
| Name | Position | Alter |
|---|---|---|
| Mr. Christopher C. Womack | CEO, President & Chairman | 67 |
| Mr. David P. Poroch | Executive VP & CFO | 55 |
| Mr. Stanley W. Connally Jr. | Executive VP & COO | 56 |
| Mr. Daniel S. Tucker | Senior Advisor | 55 |
| Ms. Kimberly Scheibe Greene | Chairman, President & CEO of Georgia Power | 59 |
| Mr. J. Jeffrey Peoples | Chairman, President & CEO of Alabama Power Company | 65 |
| Mr. Matthew M. Kim | SVP, Comptroller & Chief Accounting Officer | - |
| Mr. Greg MacLeod | Director of Investor Relations | - |
| Mr. Sterling A. Spainhour Jr., J.D. | Executive VP & Chief Legal Officer | 56 |
| Ms. Sloane N. Drake | Executive VP & Chief Human Resources Officer | 48 |
Prüfungsrisiko
5
Vorstandsrisiko
5
Vergütungsrisiko
1
Aktionärsrechterisiko
1
Teil 2 · Der Preis und der Einstiegszeitpunkt
Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.
Dokumente
- Dokument ansehen
Jahresbericht (10-K)
Ein jährlicher Überblick über das Geschäft, die Finanzergebnisse und die Risiken des Unternehmens.
Eingereicht am 2026-02-19
- Dokument ansehen
Quartalsbericht (10-Q)
Ein Update zur finanziellen Entwicklung der letzten drei Monate.
Eingereicht am 2026-07-30
- Dokument ansehen
Ad-hoc-Meldung (8-K)
Eine Mitteilung über ein wichtiges Ereignis, etwa einen Führungswechsel oder eine bedeutende Ankündigung.
Eingereicht am 2026-08-06
via SEC EDGAR
Ertragshistorie
via SEC EDGAR
Latest News
Recent headlines for SO, sourced from Markets Gazette.
- 3/6/2026NEGATIVESouthern Stock: A Deep Dive Into Analyst Perspectives (13 Ratings)
Southern Company (SO) has seen a series of analyst actions, with Morgan Stanley maintaining an Underweight rating in February 2022. Additionally, B of A Securities downgraded the stock from Buy to Neutral during the same period. These actions suggest a cautious or negative outlook from key financial institutions, potentially indicating concerns about future performance or valuation. Investors should note these downgrades as potential indicators of headwinds for the utility company.
- 2/25/2026POSITIVEUS Closes $26.5 Billion in Financing for Southern Co. Utilities
The Trump administration has finalized a $26.5 billion loan package for Southern Company's subsidiaries, earmarked for new gas and hydropower projects across Georgia and Alabama. This substantial financing represents a robust capital injection for the utility giant, securing the economic backing for strategic initiatives poised to bolster its production capacity and financial stability. The closure of such a significant, government-supported deal mitigates capital risks associated with long-term infrastructure projects and paves the way for future growth opportunities within the utility sector. Investors should view this as a positive indicator, solidifying Southern Company's market position and potentially enhancing long-term shareholder value.
via Markets Gazette