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the southern co. - SO

SO

Close Chg Chg %
88.28 -0.34 -0.38%

Pre-Market

87.95

-0.34 (0.38%)

Volume: 4.24M

Last Updated:

Nov 20, 2024, 3:59 PM EDT

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Company Overview: the southern co. - SO

SO Key Data

Open

$88.24

 Day Range

87.80 - 88.41

52 Week Range

65.80 - 94.45

 Market Cap

$96.74B

Shares Outstanding

1.10B

 Public Float

1.09B

Beta

0.51

 Rev. Per Employee

N/A

P/E Ratio

20.57

 EPS

$4.31

Yield

321.67%

 Dividend

$0.72

EX-DIVIDEND DATE

Nov 18, 2024

 SHORT INTEREST

N/A

AVERAGE VOLUME

4.44M

  

SO Performance

1 Week
 
 0.05%
 
1 Month
 
 -5.65%
 
3 Months
 
 2.15%
 
1 Year
 
 26.38%
 
5 Years
 
 39.88%
 

SO Analyst Ratings

  • Sell
  • Under
  • Hold
  • Over
  • Buy
Number of Ratings 24
Full Ratings ➔

About the southern co. - SO

The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.

SO At a Glance

The Southern Co.
30 Ivan Allen Jr. Boulevard
Atlanta, Georgia 30308
Phone 1-404-506-5000 Revenue 25.25B
Industry Electric Utilities Net Income 3.98B
Sector Utilities Employees 28,100
Fiscal Year-end 12 / 2024
View SEC Filings

SO Valuation

P/E Current 20.568
P/E Ratio (with extraordinary items) N/A
P/E Ratio (without extraordinary items) 19.364
Price to Sales Ratio 3.049
Price to Book Ratio 2.451
Price to Cash Flow Ratio 10.194
Enterprise Value to EBITDA 13.231
Enterprise Value to Sales 5.683
Total Debt to Enterprise Value 0.442

SO Efficiency

Revenue/Employee 898,683.274
Income Per Employee 141,494.662
Receivables Turnover 6.372
Total Asset Turnover 0.184

SO Liquidity

Current Ratio 0.775
Quick Ratio 0.526
Cash Ratio 0.056

SO Profitability

Gross Margin 28.943
Operating Margin 23.30
Pretax Margin 17.206
Net Margin 15.745
Return on Assets 2.90
Return on Equity 12.856
Return on Total Capital 4.188
Return on Invested Capital 4.612

SO Capital Structure

Total Debt to Total Equity 201.915
Total Debt to Total Capital 66.878
Total Debt to Total Assets 45.568
Long-Term Debt to Equity 186.099
Long-Term Debt to Total Capital 61.64
  • Income Statement
  • Balance Sheet
  • Cash Flow Statement

Annual Financials for The Southern Co. - SO

Collapse All in section
All values USD millions. 2020 2021 2022 2023 5-year trend
Sales/Revenue
20.24B 23.23B 29.29B 25.25B
Sales Growth
-4.50% +14.77% +26.09% -13.78%
Cost of Goods Sold (COGS) incl D&A
13.97B 16.67B 22.22B 17.94B
COGS excluding D&A
- - - -
-
Depreciation & Amortization Expense
3.90B 3.98B 4.06B 4.96B
Depreciation
3.85B 3.94B 4.02B 4.92B
Amortization of Intangibles
49.00M 44.00M 39.00M 38.00M
COGS Growth
-5.70% +19.33% +33.28% -19.24%
Gross Income
6.27B 6.56B 7.07B 7.31B
Gross Income Growth
-1.71% +4.61% +7.80% +3.35%
Gross Profit Margin
+30.98% +28.24% +24.14% +28.94%
2020 2021 2022 2023 5-year trend
SG&A Expense
- - - -
-
Research & Development
- - - -
-
Other SG&A
- - - -
-
SGA Growth
- - - -
-
Other Operating Expense
1.23B 1.29B 1.41B 1.43B
Unusual Expense
385.00M 1.82B 671.00M (46.00M)
EBIT after Unusual Expense
4.65B 3.45B 4.99B 5.93B
Non Operating Income/Expense
643.00M 883.00M 920.00M 852.00M
Non-Operating Interest Income
- - - -
-
Equity in Earnings of Affiliates
153.00M 76.00M 151.00M 144.00M
Interest Expense
1.80B 1.76B 1.69B 2.44B
Interest Expense Growth
+3.21% -2.39% -3.93% +44.46%
Gross Interest Expense
1.88B 1.85B 1.79B 2.57B
Interest Capitalized
81.00M 92.00M 103.00M 132.00M
Pretax Income
3.50B 2.58B 4.22B 4.34B
Pretax Income Growth
-46.56% -26.32% +63.94% +2.89%
Pretax Margin
+17.27% +11.09% +14.42% +17.21%
Income Tax
393.00M 267.00M 795.00M 496.00M
Income Tax - Current - Domestic
- 299.00M 37.00M 95.00M
Income Tax - Current - Foreign
- - - -
-
Income Tax - Deferred - Domestic
- 94.00M 758.00M 401.00M
Income Tax - Deferred - Foreign
- - - -
-
Income Tax Credits
- - - -
-
Equity in Earnings of Affiliates
153.00M 76.00M 151.00M 144.00M
Other After Tax Income (Expense)
- - - -
-
Consolidated Net Income
3.10B 2.31B 3.43B 3.85B
Minority Interest Expense
(31.00M) (99.00M) (107.00M) (127.00M)
Net Income
3.13B 2.41B 3.54B 3.98B
Net Income Growth
-34.08% -23.17% +46.80% +12.48%
Net Margin Growth
+15.48% +10.37% +12.07% +15.74%
Extraordinaries & Discontinued Operations
- - - -
-
Discontinued Operations
- - - -
-
Net Income After Extraordinaries
3.13B 2.41B 3.54B 3.98B
Preferred Dividends
- 15.00M 15.00M 11.00M
Net Income Available to Common
3.12B 2.39B 3.52B 3.98B
EPS (Basic)
2.8235 2.2554 3.2781 3.641
EPS (Basic) Growth
-37.68% -20.12% +45.34% +11.07%
Basic Shares Outstanding
1.10B 1.06B 1.07B 1.09B
EPS (Diluted)
2.8235 2.2406 3.2599 3.6211
EPS (Diluted) Growth
-37.20% -20.64% +45.49% +11.08%
Diluted Shares Outstanding
1.10B 1.07B 1.08B 1.10B
EBITDA
8.94B 9.25B 9.72B 10.85B
EBITDA Growth
+5.47% +3.50% +5.06% +11.59%
EBITDA Margin
+44.16% +39.83% +33.19% +42.95%

Snapshot

Average Recommendation OVERWEIGHT Average Target Price 93.794
Number of Ratings 24 Current Quarters Estimate 0.535
FY Report Date 12 / 2024 Current Year's Estimate 4.038
Last Quarter’s Earnings 1.43 Median PE on CY Estimate N/A
Year Ago Earnings 3.65 Next Fiscal Year Estimate 4.316
Median PE on Next FY Estimate N/A

Earnings Per Share

This Quarter Next Quarter This Fiscal Next Fiscal
# of Estimates 13 7 20 20
Mean Estimate 0.53 1.15 4.04 4.32
High Estimates 0.61 1.35 4.09 4.43
Low Estimate 0.38 1.03 4.00 4.26
Coefficient of Variance 11.47 9.57 0.57 0.85

Analysts Recommendations

Current 1 Month Ago 3 Months Ago
BUY 9 9 10
OVERWEIGHT 0 0 0
HOLD 12 12 8
UNDERWEIGHT 1 1 3
SELL 2 2 1
MEAN Overweight Overweight Overweight

Insider Actions for The Southern Co. - SO

Date Name Shares Transaction Value
Jul 9, 2024 Anthony L. Wilson President & CEO, MPC 85,309 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $77.61 per share 6,620,831.49
Jul 4, 2024 Donald M. James Director 188,746 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Kristine L. Svinicki Director 7,190 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Lizanne Thomas Director 3,594 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Henry A. Clark Director 66,897 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Shantella E. Cooper Director 25,242 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Sloane N. Drake EVP, CHRO 16,771 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $77.61 per share 1,301,597.31
Jul 4, 2024 David J. Grain Director 74,696 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 John D. Johns Director 77,695 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Anthony F. Earley Director 24,546 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 William G. Smith Director 145,890 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Dale E. Klein Director 50,932 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 Janaki Akella Director 16,163 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 4, 2024 David E. Meador Director 3,594 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
May 22, 2024 James Y. Kerr Chairman, President & CEO, GAS 175,088 Bona fide gift 0.00
May 3, 2024 Kimberly S. Greene Chairman, President & CEO, GPC 121,504 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $75.04 per share 9,117,660.16
May 3, 2024 Kimberly S. Greene Chairman, President & CEO, GPC 110,630 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $75.01 per share 8,298,356.30
Mar 13, 2024 Stephen E. Kuczynski CEO, Southern Nuclear 126,528 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $68.92 per share 8,720,309.76
Feb 15, 2024 David P. Poroch Comptroller 34,596 Payment of exercise price or tax liability by delivering/withholding secs incident to the receipt/exercise/vesting pursuant to Rule 16b-3 Non-derivative transaction at $67.51 per share 2,335,575.96
Feb 15, 2024 Sterling A. Spainhour EVP, Chief Legal Officer 15,204 Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 0.00

The Southern Co. in the News