Financial Performance
5Y price score: 51
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 123.2%
US$ Per
Share
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83.8
52-week range
100.8
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.5 %
Dividend Yield TTM
3.3 %
Market cap $
$ 103,498
Price / Earnings TTM
21.7
Price / Book TTM
2.6
PEG TTM
0.8
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(0.2) %
57.7 %
123.2 %
Free cash flow per share growth
817.7 %
(275.8) %
(115.6) %
Earnings per share growth
28.7 %
32.9 %
50.8 %
Founded: 1,945
Employees: 28,314
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 30, 2026)
1) Strategic Growth and Economic Development - Southern Company reported strong adjusted earnings for Q2 2026, with adjusted EPS at $1.13, up $0.21 YoY. - The company has secured significant contracts, including a 3.2 GW agreement with OpenAI for a data center in Georgia, contributing to a total of over 17 GW of contracted large load agreements. - Economic development in the Southeast remains robust, with $14 billion in investments and over 3,000 jobs created in the last quarter. - The vertically integrated, state-regulated model of Southern Company is a key differentiator, allowing for rapid response to customer needs.
2) Financial Performance and Segment Results - Adjusted EPS for the first half of 2026 stands at $2.46, exceeding expectations. - Retail electricity sales increased by 2.3% YoY, with notable growth in data center usage, which rose 55% in Q2 2026. - Southern Company Gas and complementary businesses like PowerSecure contributed positively to earnings, despite some offset from higher interest expenses and share dilution. - The company anticipates full-year adjusted EPS to be near the top of the guidance range of $4.50 to $4.60.
3) Operational and Infrastructure Plans - Southern Company is actively working on infrastructure to support new load, securing approvals for 10 GW of new generation resources. - The company is in the process of RFPs for additional generation resources to meet growing demand, with potential for further capital investments. - The first two battery sites are operational, and construction on new combustion turbines is progressing.
4) Challenges and Regulatory Environment - While Southern Company maintains stable rates for customers in Georgia and Alabama until 2029, ongoing discussions with regulators will shape future rate structures. - The company is navigating political noise regarding data centers but remains committed to demonstrating the economic benefits of these projects. - There is a focus on ensuring that large load customers contribute fairly to infrastructure costs, with contracts structured to protect both the company and its customers.
5) Guidance and Future Outlook - Southern Company expects continued momentum in the second half of 2026, driven by customer growth and robust economic activity in the Southeast. - The company is focused on achieving a 17% FFO to debt ratio by 2029 and has reduced its projected equity needs to $1.1 billion. - The transcript lacks specific details on future equity issuance timelines and the impact of potential regulatory changes on rates.
Bottom line: Southern Company is well-positioned for growth, with strong earnings performance and a robust pipeline of large load contracts. The company's strategic focus on infrastructure development and customer engagement supports a positive long-term outlook, making it an attractive prospect for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteThe Southern Company — Financial Overview, Stock Price, Market Cap
The Southern Company is a company. Founded in 1945. As of August 26, 2026, the company's market capitalization is $103497889200 with a current stock price of $89.97.