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Southern Co Stock Research

SO

71.20USD+0.29(+0.41%)Market Closed
Watchlist

Market Summary

USD71.20+0.29
Market Closed
0.41%

SO Alerts

  • 2 major insider sales recently.
  • Big fall in Revenue (Y/Y)

SO Stock Price

SO RSI Chart

SO Valuation

Market Cap

77.8B

Price/Earnings (Trailing)

26.71

Price/Sales (Trailing)

2.81

EV/EBITDA

13.14

Price/Free Cashflow

-26.05

SO Price/Sales (Trailing)

SO Profitability

EBT Margin

13.59%

Return on Equity

9.24%

Return on Assets

2.37%

Free Cashflow Yield

-3.84%

SO Fundamentals

SO Revenue

Revenue (TTM)

27.7B

Revenue Y/Y

-20.23%

Revenue Q/Q

-11.3%

SO Earnings

Earnings (TTM)

2.9B

Earnings Y/Y

-24.43%

Earnings Q/Q

3%

Price Action

52 Week Range

58.8577.40
(Low)(High)

Last 7 days

2.5%

Last 30 days

5.3%

Last 90 days

-0.1%

Trailing 12 Months

-6.8%

SO Financial Health

Current Ratio

0.69

Debt/Equity

1.51

Debt/Cashflow

0.11

SO Investor Care

Dividend Yield

3.86%

Dividend/Share (TTM)

2.75

Shares Dilution (1Y)

2.54%

Diluted EPS (TTM)

2.8

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for SO

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-11
Kuczynski Stephen E
sold
-339,150
67.83
-5,000
ceo, southern nuclear
2023-09-05
DAVIS MARTIN BERNARD
sold
-99,904
67.05
-1,490
evp and cio
2023-08-30
Wilson Anthony L
gifted
-
-
-1,360
president & ceo, mpc
2023-08-29
Cummiskey Christopher
sold
-341,500
68.3
-5,000
evp & cccs officer
2023-08-10
Kuczynski Stephen E
sold
-348,500
69.7
-5,000
ceo, southern nuclear
2023-07-21
Greene Kimberly S,
sold
-1,452,400
72.62
-20,000
chairman, president & ceo, gpc
2023-07-10
Kuczynski Stephen E
sold
-352,900
70.58
-5,000
ceo, southern nuclear
2023-06-12
Kuczynski Stephen E
sold
-357,400
71.48
-5,000
ceo, southern nuclear
2023-06-09
FANNING THOMAS A
sold
-3,538,000
70.76
-50,000
-
2023-06-05
Poroch David P.
sold
-700,500
70.05
-10,000
comptroller

1–10 of 50

Which funds bought or sold SO recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-19
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
reduced
-12.09
-495,035
3,905,900
1.64%
2023-09-13
CGC Financial Services, LLC
new
-
4,215
4,215
-%
2023-09-12
Prosperity Financial Group, Inc.
reduced
-2.82
-8,047
418,409
0.37%
2023-09-12
Farther Finance Advisors, LLC
added
15.27
20,153
143,170
0.03%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
added
294
301,393
402,467
0.12%
2023-09-07
ST GERMAIN D J CO INC
new
-
338,465
338,465
0.02%
2023-09-05
Delos Wealth Advisors, LLC
unchanged
-
12.00
1,265
-%
2023-08-30
Western Wealth Management, LLC
reduced
-0.53
4,803
1,128,670
0.10%
2023-08-28
DT Investment Partners, LLC
unchanged
-
-5,845
148,263
0.02%
2023-08-24
Adalta Capital Management LLC
unchanged
-
18,000
1,915,000
1.28%

1–10 of 49

Latest Funds Activity

Are funds buying SO calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own SO
No. of Funds

Schedule 13G FIlings of Southern

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
price t rowe associates inc /md/
5.5%
60,188,724
SC 13G
Feb 09, 2023
vanguard group inc
8.99%
97,914,225
SC 13G/A
Jan 31, 2023
blackrock inc.
7.4%
80,958,615
SC 13G/A
Feb 09, 2022
vanguard group inc
8.56%
90,764,249
SC 13G/A
Feb 08, 2022
blackrock inc.
7.2%
76,012,798
SC 13G/A
Feb 16, 2021
state street corp
4.95%
52,288,073
SC 13G/A
Feb 10, 2021
vanguard group inc
8.46%
89,404,302
SC 13G/A
Feb 05, 2021
blackrock inc.
7.0%
73,813,509
SC 13G/A
Feb 14, 2020
state street corp
5.46%
57,289,345
SC 13G
Feb 12, 2020
vanguard group inc
8.63%
90,580,750
SC 13G/A

Recent SEC filings of Southern

View All Filings
Date Filed Form Type Document
Sep 12, 2023
4
Insider Trading
Sep 11, 2023
144
Notice of Insider Sale Intent
Sep 08, 2023
8-K
Current Report
Sep 06, 2023
4
Insider Trading
Sep 06, 2023
424B2
Prospectus Filed
Sep 06, 2023
424B2
Prospectus Filed
Sep 05, 2023
FWP
Prospectus Filed
Sep 05, 2023
FWP
Prospectus Filed
Sep 05, 2023
424B5
Prospectus Filed
Sep 05, 2023
424B5
Prospectus Filed

SO Fair Value

Loading...

Peers (Alternatives to Southern)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
136.3B
26.9B
0.40% -21.00%
16.83
5.06
54.09% 213.91%
77.8B
27.7B
5.31% -6.82%
26.71
2.81
6.94% 1.01%
72.8B
29.0B
5.29% -8.82%
54.34
2.5
9.50% -63.85%
26.7B
17.2B
1.07% 4.20%
22.85
1.56
3.42% 66.67%
21.0B
12.9B
1.87% -10.74%
44.04
1.63
11.20% -65.13%
MID-CAP
9.0B
4.5B
2.34% 9.83%
21.32
1.98
15.02% -25.26%
9.0B
30.4B
5.48% -8.42%
-4.36
0.29
5.56% -159.74%
7.1B
3.1B
5.38% -12.13%
16.23
2.27
10.79% -52.42%
5.0B
1.8B
4.78% -10.25%
18.13
2.77
20.17% 13.21%
2.0B
641.5M
-4.91% -0.74%
22.62
3.11
10.61% 68.66%
1.5B
3.9B
1.99% -63.54%
6.33
0.38
21.12% -4.51%
SMALL-CAP
751.6M
595.3M
-2.99% -6.32%
17.36
1.26
12.45% 5.87%
383.8M
361.4M
-3.05% 54.19%
5.91
1.06
16.69% -15.66%
1.2M
167.5M
-11.66% -19.59%
0.03
0.01
11.84% -6.17%

Southern News

Reuters.com
NextEra workers roll the dice with big bet on company stock.
Reuters.com,
48 minutes ago
Grain Central
Marketscreener.com
Garden & Gun

Returns for SO

Cumulative Returns on SO

10.0%


10-Year Cumulative Returns

8.5%


7-Year Cumulative Returns

14.1%


5-Year Cumulative Returns

13.8%


3-Year Cumulative Returns

Risks for SO

What is the probability of a big loss on SO?

38.1%


Probability that Southern stock will be more than 20% underwater in next one year

19.2%


Probability that Southern stock will be more than 30% underwater in next one year.

0%


Probability that Southern stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does SO drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Southern was unfortunately bought at previous high price.

Drawdowns

Financials for Southern

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-5.0%27,65329,11129,27927,99925,85923,85123,11322,46321,84521,26720,37520,17220,54721,02521,41921,84222,00622,53523,49523,78723,829
Costs and Expenses-4.6%22,81423,90723,90923,09821,42820,36719,41517,70516,97516,04715,49015,32615,52315,71713,68314,21814,22116,02919,30419,43419,659
EBITDA-100.0%-10,15910,0459,7319,1628,1568,2679,1509,1979,4389,0848,9228,9429,21711,52411,45311,59310,4028,0928,2848,100
EBITDA Margin-100.0%-0.35*0.34*0.35*-0.34*0.36*0.41*0.42*0.44*0.45*0.44*0.44*0.44*0.54*0.52*0.53*0.46*0.34*0.35*0.34*
Interest Expenses3.7%1,9651,8951,7581,7261,6701,7141,7181,7541,7151,7121,6831,6791,6591,6791,6511,7101,7111,7571,7941,7921,770
Earnings Before Taxes-11.9%3,4843,9564,2233,8923,4732,4442,5763,4503,5443,8063,4963,5233,6594,1096,5426,3276,4605,1182,7492,9522,806
EBT Margin-100.0%-0.14*0.14*0.14*-0.10*0.11*0.15*0.16*0.18*0.17*0.17*0.18*0.20*0.31*0.29*0.29*0.23*0.12*0.12*0.12*
Net Income-8.4%2,9113,1773,4283,2532,8822,1652,3092,9513,1013,3413,1033,1133,2073,5264,7444,6044,4813,4232,3002,5312,418
Net Income Margin-100.0%-0.11*0.12*0.12*-0.09*0.10*0.13*0.14*0.16*0.15*0.16*0.16*0.17*0.22*0.21*0.20*0.15*0.09*0.10*0.10*
Free Cashflow100.0%--2,800-1,621-1,761-225-462-1,071-741-870-515-745-1,383-1,158-1,506-1,774-1,383-1,457-1,718-1,056-1,246-942
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets1.8%137,116134,756134,891134,005130,769128,639127,534127,861125,907125,393122,935123,158119,731118,852118,700117,591114,867114,096116,914111,717112,777
  Current Assets14.9%10,9799,55510,41610,3639,7819,2978,9659,6749,5519,4698,61710,5749,0699,4309,8179,9178,3528,7099,5839,38411,619
    Cash Equivalents101.6%2,1231,0531,9172,0091,7351,6731,8292,1011,6171,8011,0683,3831,8852,1681,9782,9351,3861,3641,5191,8912,017
  Net PPE1.2%96,76795,63094,57093,52992,82291,79091,10890,85989,62389,03787,63486,39785,02983,96583,08081,71381,17481,63780,79778,43277,192
  Goodwill0%5,1615,1615,1615,2805,2805,2805,2805,2805,2805,2805,2805,2805,2805,2805,2805,2805,2825,2845,3155,3155,315
Liabilities2.3%102,468100,194100,35998,28797,51495,71994,96794,35192,87092,03490,41090,36787,47986,64586,65085,50983,44583,11887,58483,32885,761
  Current Liabilities-4.7%13,24013,89315,72412,80111,48710,43410,92111,25911,66011,58612,07911,7509,3349,55312,54610,53410,9999,91914,28612,96514,366
  Short Term Borrowings-35.5%1,6472,5542,6091,3982,5102,3301,4407071,4021,0926091711,1851,7102,0555421,3981,2512,9152,5644,981
  Long Term Debt5.9%55,13452,06050,65650,42751,20450,63350,12048,84347,82846,72745,07345,58145,13844,23541,79842,09839,68240,45740,73641,42542,483
Shareholder's Equity0.2%34,64834,56234,53235,47633,01332,62932,27633,21932,74633,06832,23432,50031,96131,91631,75931,79131,13130,68729,03928,06526,692
  Retained Earnings---11,538---10,929---11,311---10,877---8,7069,0488,494
  Additional Paid-In Capital---13,673---11,950---11,834---11,734---11,09410,90510,303
Accumulated Depreciation1.4%36,50035,99035,29734,92235,20334,64534,07933,72333,24032,88732,39732,09931,47731,18030,76530,46930,69330,83431,03830,73930,255
Shares Outstanding0.1%1,0921,091-1,0821,0651,063-1,0611,0611,060-1,0581,0581,057-1,0481,0441,038-1,0231,014
Minority Interest---4,124---4,402---4,262---4,254----3,1883,056
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations1.2%5,6235,5546,3026,1056,8446,5196,1696,5576,7537,0446,6966,1206,1155,9315,7816,2426,2006,1806,9456,7276,911
Cashflow From Investing-2.9%-9,258-8,993-8,430-7,455-6,787-6,665-7,353-7,988-8,401-8,384-7,030-7,211-7,049-6,735-3,392-3,333-1,134-1,311-5,760-4,005-5,931
Cashflow From Financing38.9%4,1442,9832,3361,26261.0018.001,9451491,380973-5761,5391,4331,608-1,930-1,865-5,697-5,795-1,813-2,689-418
  Dividend Payments1.4%2,9882,9472,9072,8662,8252,8012,7772,7542,7302,7082,6852,6592,6332,6022,5702,5392,5002,4622,4252,3892,360

SO Income Statement

2023-06-30
Condensed Consolidated Statements of Income (Unaudited) - Southern - USD ($)
shares in Millions, $ in Millions
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Operating Revenues:    
Total operating revenues$ 5,748$ 7,206$ 12,228$ 13,854
Operating Expenses:    
Other operations and maintenance1,4891,5482,9293,042
Depreciation and amortization1,1129132,2221,805
Taxes other than income taxes340349734721
Estimated loss on Plant Vogtle Units 3 and 4052052
Total operating expenses4,4585,5519,71910,815
Operating Income1,2901,6552,5093,039
Other Income and (Expense):    
Allowance for equity funds used during construction7053135104
Earnings from equity method investments29347880
Interest expense, net of amounts capitalized(610)(488)(1,192)(950)
Other income (expense), net142139286283
Total other income and (expense)(369)(262)(693)(483)
Earnings Before Income Taxes9211,3931,8162,556
Income taxes (benefit)98304194477
Net Income8231,0891,6222,079
Dividends on preferred stock of subsidiaries0407
Net loss attributable to noncontrolling interests(15)(22)(78)(67)
Net Income$ 838$ 1,107$ 1,700$ 2,139
Earnings per share -    
Basic (in dollars per share)$ 0.77$ 1.04$ 1.56$ 2.01
Diluted (in dollars per share)$ 0.76$ 1.03$ 1.55$ 2.00
Average number of shares of common stock outstanding — (in millions)    
Basic (in shares)1,0921,0651,0921,064
Diluted (in shares)1,0981,0721,0981,070
Retail electric revenues    
Operating Revenues:    
Total operating revenues$ 3,859$ 4,789$ 7,458$ 8,402
Wholesale electric revenues    
Operating Revenues:    
Total operating revenues6059371,2031,601
Other electric revenues    
Operating Revenues:    
Total operating revenues209192399370
Natural Gas    
Operating Revenues:    
Total operating revenues8521,0832,7283,140
Natural gas    
Operating Expenses:    
Total cost of sales1994521,0971,546
Other revenues    
Operating Revenues:    
Total operating revenues223205440341
Operating Expenses:    
Total cost of sales128114255183
Fuel    
Operating Expenses:    
Total cost of sales9591,7152,0092,826
Purchased power    
Operating Expenses:    
Total cost of sales$ 231$ 408$ 473$ 640

SO Balance Sheet

2023-06-30
Condensed Consolidated Balance Sheets (Unaudited) - Southern - USD ($)
$ in Millions
Jun. 30, 2023
Dec. 31, 2022
Current Assets:  
Cash and cash equivalents$ 2,123$ 1,917
Receivables —  
Customer and affiliated accounts, net1,8522,128
Unbilled revenues6821,012
Under recovered fuel clause revenues72810
Other accounts and notes568637
Accumulated provision for uncollectible accounts(84)(71)
Materials and supplies1,8461,664
Fossil fuel for generation883575
Natural gas for sale234438
Prepaid expenses504347
Assets from risk management activities, net of collateral51115
Regulatory assets – asset retirement obligations352332
Natural gas cost under recovery0108
Other regulatory assets930860
Other current assets310344
Total current assets10,97910,416
Property, Plant, and Equipment:  
In service119,852117,529
Less: Accumulated depreciation36,50035,297
Plant in service, net of depreciation83,35282,232
Other utility plant, net546599
Nuclear fuel, at amortized cost877843
Construction work in progress11,99210,896
Total property, plant, and equipment96,76794,570
Other Property and Investments:  
Goodwill5,1615,161
Nuclear decommissioning trusts, at fair value2,2982,145
Equity investments in unconsolidated subsidiaries1,3821,443
Other intangible assets, net of amortization386406
Miscellaneous property and investments618602
Total other property and investments9,8459,757
Deferred Charges and Other Assets:  
Operating lease right-of-use assets, net of amortization1,4811,531
Deferred charges related to income taxes892866
Prepaid pension costs2,4782,290
Unamortized loss on reacquired debt229238
Deferred under recovered fuel clause revenues1,4892,056
Regulatory assets – asset retirement obligations, deferred5,6815,764
Other regulatory assets, deferred5,8065,918
Other deferred charges and assets1,4691,485
Total deferred charges and other assets19,52520,148
Total Assets137,116134,891
Current Liabilities:  
Securities due within one year4,0634,285
Notes payable1,6472,609
Accounts payable2,4933,525
Customer deposits493502
Accrued taxes —  
Accrued income taxes7660
Other accrued taxes627764
Accrued interest652614
Accrued compensation7191,127
Asset retirement obligations715694
Liabilities from risk management activities, net of collateral261178
Operating lease obligations195197
Natural gas cost over recovery1610
Other regulatory liabilities268382
Other current liabilities870787
Total current liabilities13,24015,724
Long-term Debt55,13450,656
Deferred Credits and Other Liabilities:  
Accumulated deferred income taxes10,62310,036
Deferred credits related to income taxes4,9655,235
Accumulated deferred ITCs2,0912,133
Employee benefit obligations1,2171,238
Operating lease obligations, deferred1,3561,388
Asset retirement obligations, deferred10,12710,146
Other cost of removal obligations1,9321,903
Other regulatory liabilities, deferred691733
Other deferred credits and liabilities1,0921,167
Total deferred credits and other liabilities34,09433,979
Total Liabilities102,468100,359
Total Stockholders' Equity34,64834,532
Total Liabilities and Stockholders' Equity$ 137,116$ 134,891

About Southern