Southern Company (SO)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-15
$85.95-1.21%
Close 2026-09-15 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-15
Research Workspace
Put SO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electric Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Sustain revenue growth near 6% annually: rev +0.1% vs 6%.
View ThesisRevenue growth is slowing — up about 6% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskSouthern Company must sustain revenue growth near 6% annually to justify its price. Recent revenue growth was only 0.1%, far below this target. Revenue grew 8% year over year in the last quarter, which was a beat. It trades at 2.3× price-to-book versus a peer median of 1.9×. The price reflects less growth than forecasted, indicating modest expectations. The primary risk is weak execution quality, as reported profits are not well backed by cash. Peer multiples imply a price roughly in line with where it trades (about fair). This read is provisional.
Trailing returns as of 2026-09-15. SO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering SO (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for SO in the last 4 months.
Continue this research
Compare SO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put SO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain EPS growth trajectory
Positive analysis supports EPS growth trajectory.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $85.95
The last 12 months of price, then the range of analyst 12-month targets from today’s $85.95.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Serve growth responsibly with customer focus
Cleared PSC review supports growth with customer focus.
Advances: Manage capital structure via convertible notes issuance
Enhances capital structure and supports financial flexibility.
Equity distribution agreement enhances capital allocation flexibility.
Equity distribution agreement enhances capital allocation flexibility.
Data center demand supports long-term EPS growth trajectory.