March 20, 2026 a 11:43 am
SO: Fundamental Ratio Analysis - The Southern Company
The Southern Company is a major player in the utilities sector, actively engaged in the generation and distribution of electricity and natural gas. Given its diversified operational segments and significant infrastructure investments, the company's stock may offer stable returns, though potential regulatory impacts and energy market shifts could pose challenges.
Fundamental Rating
The fundamental rating highlights the company's strong discounted cash flow and return on equity amidst lower scores in price-to-book and price-to-earnings ratios.
| Metric | Score | Visual Representation |
|---|---|---|
| Overall | 3/5 | |
| Discounted Cash Flow | 4/5 | |
| Return on Equity | 4/5 | |
| Return on Assets | 3/5 | |
| Debt to Equity | 2/5 | |
| Price to Earnings | 2/5 | |
| Price to Book | 1/5 |
Historical Rating
Comparing current and previous scores provides insights into The Southern Company's performance consistency and areas of change.
| Date | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-03-19 | 3 | 4 | 4 | 3 | 2 | 2 | 1 |
| N/A | 0 | 4 | 4 | 3 | 2 | 2 | 1 |
Analyst Price Targets
Analyst estimates suggest a median price target slightly above the current consensus, with significant variance between high and low predictions.
| High | Low | Median | Consensus |
|---|---|---|---|
| $112 | $76 | $102.5 | $98.25 |
Analyst Sentiment
The consensus remains 'Hold', with the majority of analysts recommending 'Buy' or 'Hold'.
| Recommendation | Count | Distribution |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 11 | |
| Hold | 21 | |
| Sell | 1 | |
| Strong Sell | 0 |
Conclusion
The Southern Company exhibits solid fundamentals, particularly in cash flow and equity returns, despite lower marks in debt and valuation ratios. Its diversified operations and significant infrastructure provide stability, although regulatory and market risks persist. Analyst sentiments generally suggest a 'Hold', indicating balanced potential risk and reward. Investors should consider macroeconomic factors and regulatory changes when evaluating future performance prospects.