CHARGED ALPHA
Stock Analysis
SO Utilities Latest YouTube: Q1 2026

Southern Company

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

Library coverage

Episodes tracked
3
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$94.00
+1.03 (+1.11%)
Trailing / Forward P/E
24.04x
Forward: 19.12x
Market cap / Volume
Volume:
Revenue / Earnings Growth
8.0%
Earnings: -0.8%
Margins
25.8% op
Gross: 48.0% · Net: 14.5%
Balance sheet
0.65x current
Debt / Equity: 190.4
52-week range / Beta
$83.80 - $100.84
Beta: 0.34
Analyst target
$101.34
Upside: 7.8%
Cash / shareholder return
-3.73% FCF yield
Dividend yield: 3.17%

Company context

Industry: Utilities - Regulated Electric
Country: United States
Employees:
Price to book: 2.85x
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 latest YouTube video thumbnail YouTube
Southern Company
SO
Latest video
Q1 2026
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 Inc. latest YouTube video thumbnail YouTube
NextEra Energy Inc.
NEE
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
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.
Xcel Energy latest YouTube video thumbnail YouTube
Xcel Energy
XEL
Latest video
Q1 2026
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
$105.97B
Southern Company
NEE
$179.34B
NextEra Energy Inc.
XEL
$49.45B
Xcel Energy
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
24.0x
Southern Company
NEE
21.8x
NextEra Energy Inc.
XEL
22.8x
Xcel Energy
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
SO
19.1x
Southern Company
NEE
19.6x
NextEra Energy Inc.
XEL
17.5x
Xcel Energy
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
SO
8.0%
Southern Company
NEE
7.3%
NextEra Energy Inc.
XEL
2.9%
Xcel Energy
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
SO
-0.8%
Southern Company
NEE
160.0%
NextEra Energy Inc.
XEL
6.0%
Xcel Energy
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
SO
25.8%
Southern Company
NEE
30.2%
NextEra Energy Inc.
XEL
18.2%
Xcel Energy
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
SO
48.0%
Southern Company
NEE
61.4%
NextEra Energy Inc.
XEL
45.9%
Xcel Energy
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
SO
14.5%
Southern Company
NEE
29.4%
NextEra Energy Inc.
XEL
14.1%
Xcel Energy
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
SO
11.0%
Southern Company
NEE
10.3%
NextEra Energy Inc.
XEL
9.6%
Xcel Energy
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
SO
-3.7%
Southern Company
NEE
-10.3%
NextEra Energy Inc.
XEL
-15.1%
Xcel Energy
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
SO
190.43x
Southern Company
NEE
156.69x
NextEra Energy Inc.
XEL
164.84x
Xcel Energy
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
SO
0.65x
Southern Company
NEE
0.54x
NextEra Energy Inc.
XEL
0.77x
Xcel Energy
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
SO
0.34
Southern Company
NEE
0.67
NextEra Energy Inc.
XEL
0.41
Xcel Energy
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
SO
3.2%
Southern Company
NEE
2.7%
NextEra Energy Inc.
XEL
2.9%
Xcel Energy
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
SO
7.8%
Southern Company
NEE
14.5%
NextEra Energy Inc.
XEL
15.4%
Xcel Energy

Episode timeline

Episode archive for SO

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube podcast complete
SO Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for Southern Company. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published podcast complete
SO Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for Southern Company. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode pending
Pending link pending
SO Q1 2026 earnings analysis
Quarterly earnings-analysis entry for Southern Company. Use the links on the right to open the video or podcast episode.
No verified episode link yet