April 30, 2026 a 08:00 am
SO: Fundamental Ratio Analysis - The Southern Company
The Southern Company operates in the utilities sector, focusing on electricity and natural gas services. Historically stable, SO has a diverse energy generation portfolio, with a notable emphasis on renewable projects. Potential investors should consider its solid position in regulated markets but be aware of the challenges posed by regulatory changes and market volatility.
Fundamental Rating
Based on the latest data, The Southern Company shows a rating of "B" with solid scores in DCF, ROE, and ROA. The company has room for improvement in Debt to Equity and valuation ratios.
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow | 4 | |
| Return on Equity | 4 | |
| Return on Assets | 4 | |
| Debt to Equity | 1 | |
| Price to Earnings | 2 | |
| Price to Book | 2 |
Historical Rating
The historical ratings highlight the stability in core financial metrics with recent scores slightly impacted.
| Date | Overall | DCF | ROE | ROA | Debt to Equity | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-04-29 | 3 | 4 | 4 | 4 | 1 | 2 | 2 |
| N/A | 0 | 4 | 4 | 4 | 1 | 2 | 2 |
Analyst Price Targets
Analyst estimates suggest a relatively stable outlook with a consensus price target of $99.17 indicating confidence in the company's long-term prospects.
| High | Low | Median | Consensus |
|---|---|---|---|
| $112 | $76 | $102.5 | $99.17 |
Analyst Sentiment
The majority of analysts maintain a "Hold" rating for The Southern Company, indicating balanced expectations.
| Recommendation | Count | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 10 | |
| Hold | 21 | |
| Sell | 2 | |
| Strong Sell | 0 |
Conclusion
The Southern Company presents a robust investment opportunity with a reliable track record and diversified operations in energy. The company's strong positioning in regulated markets supports stable long-term returns. However, potential investors should consider its exposure to regulatory risks and market dynamics. Analyst consensus reflects cautious optimism, underscoring the importance of monitoring future developments. Overall, while solid, the stock requires ongoing evaluation to mitigate associated risks.