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
55.4 / 100
Data Quality
FULL
Penalty
0.0
Sector
Utilities
Close Price
$94.34
-1.78%
52W Range
$83.80 - $100.84
Market Cap
$107.9B
-1.8%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
33 analysts in latest ratings feed
RSI
45.2
40-70 moderate
2Y Range Position
68%
-6.4% from high / +17.3% from low
Beta
0.32
Relative to market benchmark
MACD
-0.12
MACD line 0.26 / signal line 0.39
Fundamental Trend
Growth 73.7Financial Health
Quality 82.1Data Quality
FULLValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
HOLD55.4 / 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 Jul 25, 2026
The Finlify signal for Southern Co (SO) on 2026-07-23 is a HOLD, indicated by a Finlify Score of 56.2/100. This suggests a balanced outlook, where strong fundamental attributes appear to be tempered by weaker technical indicators.
Technical
The asset's technical posture appears somewhat subdued, with a low Accumulation / Volume score of 17.2/100, suggesting limited buying interest. Its Relative Strength score of 44.0/100 indicates it may be underperforming peers, despite a modest 20-day return of 0.9% and being only -2.5% from its 52-week high.
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's P/E ratio of 25.2x and P/B of 2.7x may suggest a premium valuation, while its low Beta of 0.3 indicates lower volatility, supported by a 3.15% dividend yield.
Macro Context
The current macro environment, with a 10Y Treasury Yield at 4.7% and a 2Y Treasury Yield at 4.3%, may influence the attractiveness of Southern Co's dividend yield relative to fixed-income alternatives. Inflation metrics, such as CPI YoY at 3.7% and Core PCE YoY at 3.4%, could also impact the utility's operating costs and future rate adjustments.
Key Risks
- The low Accumulation / Volume score of 17.2/100 and Relative Strength of 44.0/100 suggest a lack of strong buying momentum, which could limit significant upward price movement.
- A P/E ratio of 25.2x and P/B of 2.7x may indicate a premium valuation for the asset, potentially limiting future appreciation if growth does not meet market expectations.
- As a utility, Southern Co's appeal, particularly its 3.15% dividend yield, could be sensitive to rising interest rates, with the 10Y Treasury Yield currently at 4.7%.