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v0.1
SO$89.54-2.73%
Fair $89.54+0.0%

SO

The Southern Company

Utilities / Utilities - Regulated ElectricNYSE

$89.54

-2.51 (-2.73%)

Fairly Valued+0.0%Fair Value $89.54Fund rank 19/100 · Data gapFallback financials|
SA 20/D
F-Score: 4/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-1.5B · quality 26.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

20/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.06, above the 2.0 threshold
Thesis & Journal · SOLocal privado en este navegador · The Southern Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$100.9B

P/E

22.9x

↑

EV/EBITDA

12.0x

↑

ROE

12.1%

↑

Gross Margin

48.5%

↑

Debt/Equity

2.06

↑
52-Week Range$90
$84$101

TradingView lightweight chart

SO price, volumen y niveles de valoración

Último $89.54Periodo +544.3%
Fair value: $89.54

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+3.7%

FCF CAGR

—

FCF margin

-9.9%

FCF / Net income

-0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.55B · net income $4.34B · FCF $-2.94B

2007-FY → 2025-FY

Gross margin

48.5%— pts

Operating margin

24.7%+3.0% pts

Net margin

14.7%+3.1% pts

FCF margin

-9.9%-9.2% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$29.55B$29.55B$26.72B$25.25B$29.28B$23.11B$20.38B$21.42B$23.50B$23.03B$19.90B$17.49B$18.47B$17.09B$16.54B$17.66B$17.46B$15.74B$17.13B$15.35B
Net Income$4.34B$4.34B$4.40B$3.98B$3.54B$2.31B$3.10B$4.74B$2.30B$926.0M$2.53B$2.44B$2.03B$1.71B$2.42B$2.27B$2.04B$1.71B$1.81B$1.78B
EBITDA$14.27B$14.27B$13.24B$11.78B$10.31B$7.67B$8.79B$11.07B$7.74B$5.79B$7.41B$6.68B$5.93B$5.55B$6.61B$6.28B$5.63B$5.06B$5.21B$4.81B
EPS3.923.923.993.623.262.242.934.502.170.842.552.592.181.872.672.552.362.062.252.28
Gross Margin48.5%48.5%50.0%46.6%36.3%———————————————
Operating Margin24.7%24.7%26.4%23.1%18.3%16.0%24.0%36.1%17.8%10.1%22.5%24.5%19.7%19.0%27.0%24.0%21.8%20.8%20.5%21.7%
Net Margin14.7%14.7%16.5%15.7%12.1%10.0%15.2%22.1%9.8%4.0%12.7%13.9%11.0%10.0%14.6%12.8%11.7%10.8%10.6%11.6%
Balance Sheet
Debt/Equity2.062.062.002.021.94———————————————
Current Ratio0.650.65——————————————————
Cash Flow
Free Cash Flow$-2.94B$-2.94B$833.0M$-1.54B$-1.62B$-1.42B$-826.0M$-1.77B$-1.06B$-1.03B$-2.42B$600.0M$569.0M$766.0M$89.0M$1.38B$-95.0M$-1.41B$-497.0M$-112.0M
Returns
ROE12.1%12.1%13.3%12.6%11.6%8.3%11.1%17.2%9.3%3.8%10.2%11.8%10.2%9.0%13.2%—————
Valuation
P/E22.9022.9020.6319.7821.97———————————————
EV/EBITDA12.0412.0411.7812.0013.06———————————————
P/B2.762.762.732.502.55———————————————
Growth & Yield
Revenue Growth10.6%10.6%5.8%-13.8%—13.4%-4.9%-8.8%2.0%15.8%13.8%-5.3%8.1%3.3%-6.3%1.2%10.9%-8.1%11.6%—
EPS Growth-1.8%-1.8%10.2%11.0%—-23.5%-34.9%107.4%158.3%-67.1%-1.5%18.8%16.6%-30.0%4.7%8.1%14.6%-8.4%-1.3%—
Dividend Yield3.3%3.3%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

26.6%

muy exigente

EPS terminal req.

$7.95

Spread vs growth

-28.3%

5Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$9.61

Spread vs growth

-21.4%

10Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$15.48

Spread vs growth

-16.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +2.8%

Total return

+2.8%

Start / end P/E

22.6x → 22.8x

EPS bridge

3.99 → 3.92

Residual

-0.0%

EPS growth-1.8%
Multiple rerating+1.3%
Dividend+3.3%
Residual / FX / buybacks / cross-term-0.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.