July 04, 2026 a 06:00 pm
SO: Fundamental Ratio Analysis - The Southern Company
The Southern Company has a stable position in the utility sector with its vast infrastructure and diversified energy sources. It predominantly provides electricity and natural gas services across several states, offering a reliable service profile backed by significant renewable energy investments. The stock remains a staple for investors seeking stable, dividend-yielding opportunities within the utilities sector.
Fundamental Rating
The Southern Company's fundamentals show a moderate performance, balancing between growth potential and debt management.
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow | 4 | |
| Return on Equity | 4 | |
| Return on Assets | 3 | |
| Debt to Equity | 2 | |
| Price to Earnings | 2 | |
| Price to Book | 2 |
Historical Rating
The historical ratings suggest a consistent performance with a slight drop over time, reflecting market adaptiveness.
| Date | Overall | DCF | ROE | ROA | Debt/Equity | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | 3 | 4 | 4 | 3 | 2 | 2 | 2 |
| N/A | 0 | 4 | 4 | 3 | 2 | 2 | 2 |
Analyst Price Targets
Analyst predictions position the stock favorably, with a consensus suggesting limited upside and downside risk.
| High | Low | Median | Consensus |
|---|---|---|---|
| $112 | $89 | $103 | $102 |
Analyst Sentiments
Current analyst sentiments largely favor a hold strategy, reflecting market maturity and stability.
| Recommendation | Count | Distribution |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 10 | |
| Hold | 22 | |
| Sell | 2 | |
| Strong Sell | 0 |
Conclusion
The Southern Company represents a robust utility sector choice with stable operations and a solid dividend yield, suitable for risk-averse investors. While the company faces challenges in balancing debt with growth, its diversified energy assets, including renewables, offer potential for future returns. Analysts recommend holding the stock, with a median price target indicating limited immediate upside. Long-term investors may benefit from The Southern Company’s consistent earnings and strategic energy ventures.
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