SO · Southern Co
Price
Snapshot
50 fields · last close| Market Cap | $104.9B |
| P/E | 22.52 |
| Float | 1.15B |
| Beta | 0.30 |
| Volatility | 7.5% |
| Exchange | NYSE |
| Sector | Utilities |
| Cap tier | Large cap |
| Macro sensitivity | Low |
| Clavix score | 83.8 |
| Price | 89.62 |
| Change | −1.71% |
| Prev Close | 91.18 |
| Open | 89.73 |
| Day Low | 89.20 |
| Day High | 91.22 |
| Avg Vol | 6 |
| Avg $ Vol | $557.4M |
| 52W High | 100.84 |
| 52W Low | 81.69 |
| 52W Pos | 41.4% |
| From High | −11.13% |
| From Low | +9.71% |
| Max DD 1Y | −16.91% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | +4.97% |
| SMA 50 | +2.06% |
| SMA 200 | −2.79% |
| RSI (14) | 72.7 |
| Vol 30D | 15.8% |
| Vol 90D | 16.5% |
| 1Y Range | 82–101 |
| Daily bars | 536 |
| Perf Week | +5.81% |
| Perf Month | +5.09% |
| Perf Quarter | −3.47% |
| Perf Half Y | −3.52% |
| Perf Year | −8.56% |
| Perf YTD | +2.80% |
| Prev Day | −1.71% |
| Clavix | A- |
| Debt / Eq | 2.02 |
| Curr Ratio | 0.65 |
| Int Cover | 2.7× |
| FCF Margin | −9.9% |
| Rev Growth | +10.6% |
| Profit | Profitable |
| Leverage | High |
| Sector rank | 23 / 33 |
What SO does
The Southern Company, through its subsidiaries, engages in the sale of electricity.
The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets.
It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers.
In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications.
The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
Clavix risk grade
regraded every trading daySO grades A-, 83.8 of 100. Steadiest on Price Stability (72), most exposed on News Sentiment (51, mixed). 1 of the 4 weighted dimensions sit above the Utilities median. Ranks 23 of 33 in Utilities by Clavix score.
How rough the ride is
| SO | Utilities median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.30 | 0.51 |
| Volatilityannualized | 7.5% | 12.7% |
| Max drawdown, past yearworst peak-to-trough fall | −16.9% | — |
| Typical daily movemedian absolute daily change | 0.68% | — |
| Days beyond ±3%of the last 252 sessions | 5 (2%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| SO | Utilities median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.30 | 0.51 |
| Macro sensitivityrate, dollar and credit exposure bucket | Low | Low 73% of 33 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Utilities names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| SO | |
|---|---|
| 1 week | +5.8% |
| 1 month | +5.1% |
| Year to date | +2.8% |
| 1 year | −8.6% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| SO | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 10 Sep |
| Average score0 most bearish, 100 most bullish | 59 |
| Bullish · bearisharticles above 60 · below 40 | 17 · 4 |
| Directionarticles whose tone is improving vs worsening | 17 ↑ 4 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 33 Utilities names Clavix covers; the tick is the sector median.
Growth
| SO | |
|---|---|
| Revenue growthyear over year | +10.6% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Utilities median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openAn investment 'how-to' article explains that putting about $212,000 into Southern Company at its current share price would generate roughly $600 per month in dividend income, based on its 3.4% dividend yield paid quarterly. The piece also notes that the company's chief financial officer told investors that electricity used by data centers across Southern Company's system grew 55% compared to the same quarter a year earlier, and active data center load on the system now exceeds 1.2 gigawatts, an increase of 500 megawatts from last year.
Alabama Power has finished restoring power after Hurricane Isaias, which had knocked out service to more than 400,000 customers across the company's service territory.
The U.S. Department of Energy approved cost-shared funding for the final stage of Southern Company's Molten Chloride Reactor Experiment (MCRE), which is intended to build the world's first fast-spectrum molten chloride salt reactor to reach criticality as early as 2027. 'Criticality' means the point at which the nuclear chain reaction becomes self-sustaining.
Southern Company received U.S. Department of Energy funding for its Molten Chloride Reactor Experiment, a project in advanced nuclear reactor research.
An analyst kept a Buy rating on the shares but cut the price target 7% to $97 because Southern Company will spend more on construction in the near term. Management is guiding for 8-9% annual earnings growth through 2028, backed by $81 billion in planned capital spending, while the analyst flags connection delays and weaker free cash flow as near-term drags.
Nearest peers by size
Utilities| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| CEG | Constellation Energy Corp | C+ | $96.15B | 27.75 | 1.14 | Compare |
| DUK | Duke Energy Corp | A- | $94.71B | 18.05 | 0.32 | Compare |
| AEP | American Electric Power Company Inc | A- | $69.21B | 22.04 | 0.46 | Compare |
| NEE | Nextera Energy Inc | A- | $166.5B | 17.90 | 0.62 | Compare |
| D | Dominion Energy Inc | A- | $55.90B | 22.06 | 0.61 | Compare |
| SRE | Sempra | A | $54.54B | 23.91 | 0.57 | Compare |
| VST | Vistra Corp | B- | $51.02B | 22.99 | 1.38 | Compare |
| ETR | Entergy Corp | A- | $50.22B | 27.63 | 0.45 | Compare |
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