SO · Southern Co
Price
Snapshot
50 fields · last close| Market Cap | $102.1B |
| P/E | 22.02 |
| Float | 1.15B |
| Beta | 0.30 |
| Volatility | 7.6% |
| Exchange | NYSE |
| Sector | Utilities |
| Cap tier | Large cap |
| Macro sensitivity | Low |
| Clavix score | 84 |
| Price | 88.23 |
| Change | −0.61% |
| Prev Close | 88.77 |
| Open | 88.59 |
| Day Low | 88.21 |
| Day High | 89.28 |
| Avg Vol | 6 |
| Avg $ Vol | $547.1M |
| 52W High | 100.84 |
| 52W Low | 83.80 |
| 52W Pos | 26.0% |
| From High | −12.50% |
| From Low | +5.29% |
| Max DD 1Y | −15.68% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | −2.58% |
| SMA 50 | −5.68% |
| SMA 200 | −4.53% |
| RSI (14) | 35.4 |
| Vol 30D | 13.6% |
| Vol 90D | 18.4% |
| 1Y Range | 84–101 |
| Daily bars | 506 |
| Perf Week | −0.31% |
| Perf Month | −4.65% |
| Perf Quarter | −3.11% |
| Perf Half Y | −8.67% |
| Perf Year | −3.15% |
| Perf YTD | +1.20% |
| Prev Day | −0.61% |
| Clavix | A- |
| Debt / Eq | 2.02 |
| Curr Ratio | 0.65 |
| Int Cover | 2.7× |
| FCF Margin | 1.8% |
| Rev Growth | +0.2% |
| Profit | Profitable |
| Leverage | High |
| Sector rank | 22 / 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-, 84 of 100. Steadiest on Price Stability (72), most exposed on Sector Resilience (59, mixed). 1 of the 4 weighted dimensions sit above the Utilities median. Ranks 22 of 33 in Utilities by Clavix score.
How rough the ride is
| SO | Utilities median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.30 | 0.50 |
| Volatilityannualized | 7.6% | 12.6% |
| Max drawdown, past yearworst peak-to-trough fall | −15.7% | — |
| Typical daily movemedian absolute daily change | 0.67% | — |
| Days beyond ±3%of the last 252 sessions | 52% | — |
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 | 0.50 |
| Macro sensitivityrate, dollar and credit exposure bucket | Low | Low73% 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 | −0.3% |
| 1 month | −4.7% |
| Year to date | +1.2% |
| 1 year | −3.2% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| SO | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 27 Jul |
| Average score0 most bearish, 100 most bullish | 66 |
| Bullish · bearisharticles above 60 · below 40 | 21 · 2 |
| Directionarticles whose tone is improving vs worsening | 21 ↑ 2 ↓ |
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 | +0.2% |
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.
Against Utilities
33 companies| Metric | SO | Sector spread | Median |
|---|---|---|---|
| Beta | 0.30 | 0.50 | |
| Volatility | 7.6% | 12.6% | |
| P/E | 22.02 | 20.94 | |
| Debt / equity | 2.02 | 1.64 | |
| Current ratio | 0.65 | 0.77 | |
| FCF margin | 1.8% | 2.8% | |
| Interest coverage | 2.7× | 2.7× |
Recent news
most recent scored articles · the chip is the article’s score · click to openThe article argues that electricity demand from AI will be a more durable investment than AI chips themselves, noting that many companies are competing with Nvidia. The article does not discuss Southern Company.
Georgia Power, a unit of Southern Company, won regulatory approval for a power supply deal with OpenAI that adds 3.2 gigawatts of electricity demand, with flexible load terms and a focus on customer savings.
Southern Company's Georgia Power unit won regulatory approval for a deal to supply power to the company, adding 3.2 gigawatts (enough electricity to power roughly 2-3 million homes) of new demand, with flexible usage terms and customer savings as priorities.
Southern Company has returned 59.9% to shareholders over the past five years, but the article says current valuation measures suggest the stock looks expensive rather than cheap. The article also mentions a Georgia Power contract approval tied to serving AI power demand.
Southern Company CEO Chris Womack said demand for data centers from AI companies is not slowing and outlined the utility's growing pipeline of projects, including a 25-year agreement to support OpenAI's planned expansion in Georgia. He argued that large cloud providers can pay for new infrastructure and that this growth can actually lower electricity rates for existing customers.
Nearest peers by size
Utilities| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| CEG | Constellation Energy Corp | C+ | $101.0B | 28.49 | 1.12 | Compare |
| DUK | Duke Energy Corp | A- | $94.66B | 18.00 | 0.33 | Compare |
| AEP | American Electric Power Company Inc | A- | $67.89B | 21.61 | 0.47 | Compare |
| NEE | Nextera Energy Inc | A- | $175.3B | 18.86 | 0.61 | Compare |
| D | Dominion Energy Inc | A- | $58.74B | 23.12 | 0.61 | Compare |
| SRE | Sempra | A | $55.30B | 24.11 | 0.57 | Compare |
| ETR | Entergy Corp | A- | $50.29B | 27.50 | 0.45 | Compare |
| VST | Vistra Corp | C+ | $49.74B | 21.81 | 1.38 | Compare |
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