SO - Southern Co
A regulated electric and gas utility serving the US Southeast, known for stable dividends and a long-running nuclear power expansion project at its Vogtle facility.
Finlify Score
64.3 / 100
Data Quality
FULL
Penalty
0.0
Sector
Utilities
Close Price
$87.17
-0.66%
52W Range
$83.80 - $100.84
Market Cap
$101.2B
-0.7%Compared to previous day
2026 Q1 Revenue
$8.0B
+15.2%Changes from last reporting quarter
2026 Q1 EPS
$1.21
Diluted shares
Analyst Rating
32 analysts in latest ratings feed
RSI
38.0
<40 oversold
2Y Range Position
33%
-13.6% from high / +8.3% from low
Beta
0.30
Relative to market benchmark
MACD
-0.01
MACD line -1.42 / signal line -1.41
Fundamental Trend
Growth 73.7Financial Health
Quality 82.1Data Quality
FULLValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
WATCH64.3 / 100
Score History
Finlify Score and component trend
Financial Statements
Calendar year view. Figures are estimates only. For official figures, refer to the company website.
| 2026 Q1 | 2025 Q4 | 2025 Q3 | 2025 Q2 | |
|---|---|---|---|---|
| Revenue | $8.0B+15.2% | $7.0B-10.8% | $7.8B+16.2% | $6.7B-11.3% |
| Gross Profit | - | - | - | - |
| Operating Income | $2.0B+120.1% | $917M-64.6% | $2.6B+47.1% | $1.8B-12.2% |
| Net Income | $1.4B+226.0% | $416M-75.7% | $1.7B+94.4% | $880M-34.0% |
Columns use the calendar quarter of each reported period end date. QoQ is shown for adjacent company reporting quarters only.
AI Signal
Generated Aug 1, 2026
Finlify's quantitative signal for Southern Co on 2026-07-30 is HOLD, with a Finlify Score of 55.4 out of 100, suggesting a balanced outlook driven by strong fundamental metrics offsetting weaker technical momentum.
Technical
The technical picture appears somewhat subdued, with a Relative Strength score of 41.5/100 and a low Accumulation / Volume score of 17.2/100, which may indicate limited buying pressure. Recent performance shows a slight decline, with a -0.8% return over 20 days and a -1.7% return over 60 days, while the RSI(14) at 45.5 suggests a neutral momentum.
Fundamentals
Fundamentally, Southern Co appears robust, reflected in a strong Fundamental Trend score of 73.7/100 and an excellent Financial Quality score of 82.1/100. The asset offers a dividend yield of 3.22% and exhibits a low beta of 0.3, suggesting lower volatility relative to the market, while valuation metrics like a P/E of 24.6x may warrant consideration.
Macro Context
In the current macro environment, elevated inflation metrics, with CPI YoY at 3.7% and Core PCE YoY at 3.3%, alongside a 10Y Treasury Yield of 4.7%, may influence the cost of capital for utilities like Southern Co. The asset's defensive characteristics, indicated by its low beta, could be a factor in an environment with a 4.2% unemployment rate.
Key Risks
- Subdued Technical Momentum: Low Relative Strength (41.5/100) and Accumulation / Volume (17.2/100) scores, coupled with recent negative returns, may indicate limited buying interest.
- Valuation Considerations: A P/E ratio of 24.6x could be perceived as elevated for a utility, potentially limiting significant upside.
- Interest Rate Sensitivity: As a utility, Southern Co's performance may be sensitive to higher interest rates, with the 10Y Treasury Yield at 4.7%, which can impact borrowing costs and the relative attractiveness of its dividend yield.