Southern Co (SO)
Valor JustoFundamental
52
Precio
$82.89
Capitalización Bursátil
$94.73B
Parte 1 · Cuánto vale la empresa
Resumen
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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No competitor list for this company yet.
Balance y Liquidez
Ingresos
$30.18B
Últimos 12 meses (hasta 31/3/2026)
Beneficio Neto
$4.36B
Últimos 12 meses (hasta 31/3/2026)
Flujo de Caja Libre
$-2.94B
Patrimonio Neto Total
$36.02B
Pasivo Total
$116.85B
Ratio de Liquidez
0.65
Cobertura de Intereses
-
Deuda/EBITDA
5.71
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$69.78
Precio Actual
$82.89
Margen de Seguridad
-18.8%
Rango de Valor Justo
$47.02 - $92.54
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
21.20
ROE
12.1%
Ratio P/B
2.34
P/FCF
-
Margen Bruto
-
ROIC
4.1%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
4.1%
WACC
4.4%
ROIC − WACC
-0.4 pp
El ROIC está en línea con el coste del capital: la empresa apenas cubre su coste de capital.
Criterios de Análisis Fundamental
Superado (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
Fallido (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%
No disponible (5)
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- CapEx intensity
- Interest Coverage
Piotroski F-Score
Señales mixtas: algunas áreas requieren atención
Calidad de los Beneficios
Alta calidad: beneficios respaldados por efectivo
Dilución de Acciones
El número de acciones es estable
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| 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 |
Riesgo de Auditoría
5
Riesgo del Consejo
5
Riesgo de Compensación
1
Riesgo de Derechos del Accionista
1
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2026-02-19
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-07-30
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-08-06
via SEC EDGAR
Historial de Resultados
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