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Earnings transcript
Read the complete earnings call transcript.
SO
The Southern Company
$97.45
0.51
(0.53%)
| Exchange: | NYSE |
| Market Cap: | 109.085B |
| Shares Outstanding: | 440.188M |
About The Company
| Sector: | Utilities | |||||
| Industry: | Regulated Electric | |||||
| CEO: | Christopher C. Womack | |||||
| Full Time Employees: | 28314 | |||||
| Address: |
| |||||
| Website: | https://www.southerncompany.com |
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 25,253,000 | 26,724,000 | 29,553,000 |
| Gross Profit | 11,708,000 | 13,342,000 | 8,809,000 |
| EBITDA | 11,777,000 | 13,238,000 | 14,334,000 |
| Operating Income | 5,826,000 | 7,068,000 | 7,271,000 |
| Net Income | 3,976,000 | 4,401,000 | 4,341,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 139,331,000 | 145,180,000 | 155,720,000 |
| Total Liabilities | 104,106,000 | 108,506,000 | 116,853,000 |
| Total Stockholders Equity | 31,444,000 | 33,208,000 | 36,016,000 |
| Total Debt | 63,490,000 | 66,277,000 | 65,818,000 |
| Cash and Cash Equivalents | 748,000 | 1,070,000 | 1,639,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 7,553,000 | 9,788,000 | 9,802,000 |
| Capital Expenditure | -9,095,000 | -8,955,000 | 0 |
| Free Cash Flow | -1,542,000 | 833,000 | 9,802,000 |
| Net Income | 3,976,000 | 4,260,000 | 4,171,000 |
| Net Change in Cash | -1,116,000 | 180,000 | 539,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 35,364,493.321 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 39,337,644.779 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 37,801,944.014 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 15,289,264.247 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 17,006,991.742 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 16,343,056.461 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 6,253,407.025 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 7,186,020.576 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 6,825,551.216 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 6.150 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 6.480 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 5.640 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 7 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Stable Financial Performance: SO demonstrates consistent revenue and net income figures as reflected in the Income Statements data, supported by strong operating cash flow and free cash flow metrics from the Cash Flow Statements. This indicates a robust operational foundation, appealing to investors seeking reliability in the utility sector.
- Favorable Valuation Metrics: The current price-to-earnings (P/E) ratio and price-to-sales (P/S) ratio from Key Metrics suggest that SO is reasonably valued compared to industry averages provided in the Industry and Sector data. This positions the stock as an attractive investment relative to peers in the utility industry.
- Strong Dividend Yield: A competitive dividend yield (dividendYieldTTM from Key Metrics) and a history of dividend payments (lastDiv from Company Profile) highlight SO’s commitment to shareholder returns, a key strength for income-focused investors.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates SO intrinsic value between $11.12 – $55.85 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about SO valuation
Is The Southern Company (SO) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for The Southern Company (SO) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is SO a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether SO trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is SO’s P/E ratio?
You can see SO’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for SO?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is SO a good long-term investment?
Whether SO fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
SO
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Daily snapshot
0.53
Trading Metrics:
| Open: | 97.42 | Previous Close: | 96.94 | |
| Day Low: | 97 | Day High: | 97.83 | |
| Year Low: | 83.09 | Year High: | 100.84 | |
| Price Avg 50: | 93.94 | Price Avg 200: | 92.33 | |
| Volume: | 3.229M | Average Volume: | 6.167M |
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Login — it's freeSO full analysis
Hey everyone, welcome back to the channel! Today, we’re diving deep into a comprehensive analysis of Southern Company, ticker SO, one of the major players in the utilities sector. If you’re looking for a stable dividend stock with a solid footprint in the energy space, you’re in the right place. Let’s break down everything from their financials to their recent performance and see if this stock deserves a spot in your portfolio. Stick around, and don’t forget to smash that…
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