CHARGED ALPHA
Stock Detail
SO Utilities

Southern Company

Live stock metrics, chart context, a quarter-by-quarter YouTube archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Quarters tracked
1
YouTube quarters live
0
Latest video
Pending
YouTube available
No
Current price
$94.51
+0.35 (+0.37%)
Trailing / Forward P/E
24.11x
Forward: 19.23x
Market cap / Volume
Volume:
Revenue / Earnings Growth
10.1%
Earnings: -22.1%
Margins
12.7% op
Gross: 48.5% · Net: 14.7%
Balance sheet
0.65x current
Debt / Equity: 190.6
52-week range / Beta
$83.09 - $100.84
Beta: 0.41
Analyst target
$102.11
Upside: 8.0%
Cash / shareholder return
-3.25% FCF yield
Dividend yield: 3.10%

Company context

Industry: Utilities - Regulated Electric
Country: United States
Employees:
Price to book: 2.94x
Return on equity: 11.0%
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.

Price chart

Market context for SO

Competitive view

SO vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Southern Company
SO
Latest video
YouTube link pending
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
NextEra Energy
NEE
Latest video
YouTube link pending
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Duke Energy Corp.
DUK
Latest video
YouTube link pending
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
SO
$106.54B
Southern Company
NEE
$191.81B
NextEra Energy
DUK
$99.64B
Duke Energy Corp.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
SO
24.1x
Southern Company
NEE
27.9x
NextEra Energy
DUK
20.3x
Duke Energy Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
SO
19.2x
Southern Company
NEE
21.1x
NextEra Energy
DUK
17.9x
Duke Energy Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
SO
10.1%
Southern Company
NEE
20.7%
NextEra Energy
DUK
8.0%
Duke Energy Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
SO
-22.1%
Southern Company
NEE
26.0%
NextEra Energy
DUK
-2.2%
Duke Energy Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
SO
12.7%
Southern Company
NEE
24.4%
NextEra Energy
DUK
28.1%
Duke Energy Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
SO
48.5%
Southern Company
NEE
62.3%
NextEra Energy
DUK
51.9%
Duke Energy Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
SO
14.7%
Southern Company
NEE
24.9%
NextEra Energy
DUK
15.6%
Duke Energy Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
SO
11.0%
Southern Company
NEE
8.4%
NextEra Energy
DUK
9.7%
Duke Energy Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
SO
-3.2%
Southern Company
NEE
-7.9%
NextEra Energy
DUK
-2.0%
Duke Energy Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
SO
190.59x
Southern Company
NEE
146.24x
NextEra Energy
DUK
171.84x
Duke Energy Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
SO
0.65x
Southern Company
NEE
0.59x
NextEra Energy
DUK
0.55x
Duke Energy Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
SO
0.41
Southern Company
NEE
0.73
NextEra Energy
DUK
0.45
Duke Energy Corp.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
SO
3.1%
Southern Company
NEE
2.5%
NextEra Energy
DUK
3.3%
Duke Energy Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
SO
8.0%
Southern Company
NEE
3.6%
NextEra Energy
DUK
9.2%
Duke Energy Corp.

YouTube timeline

Quarterly archive for SO

Each row is one quarter. Only the YouTube link is shown here for now.

Q1 2026
Video pending
Pending link pending
Quarterly earnings-analysis entry for Southern Company. Use the YouTube link on the right to jump straight into that quarter's video when it is live.
No verified YouTube link yet