Full history for every metric is available with a Kvantra account
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $bn | 20.4 | 23.1 | 29.3 | 25.3 | 26.7 | 29.6 | 31.2 | 30.6 |
| Operating profit | $bn | 7.27 | 7.71 | ||||||
| Net profit | $bn | 3.13 | 2.41 | 3.54 | 3.98 | 4.40 | 4.34 | 4.99 | 5.09 |
| EPS reported | $ | 3.92 | 4.36 | ||||||
| Operating cashflow per share | $ | 8.89 | 9.06 | ||||||
| Capex per share | $ | 11.55 | 12.52 | ||||||
| FCF per share | $ | -2.66 | -3.46 | ||||||
| Free cash flow | $bn | -2.94 | -4.01 | ||||||
| Net debt | $bn | 71.0 | 72.3 | ||||||
| Book value equity | $bn | 36.0 | 42.1 | ||||||
| Book value per share | $ | 32.48 | 36.26 | ||||||
| Number of shares | m | 1,109 | 1,160 | ||||||
| DPS (TTM paid) | $ | 2.94 | 3.00 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 22.24 | 21.52 | ||||||
| P/B LTM | x | 2.67 | 2.57 | ||||||
| P/S LTM | x | 3.25 | 3.46 | ||||||
| P/FCF LTM | x | -32.77 | -26.93 | ||||||
| EV/EBITDA LTM | x | 11.76 | 11.95 | ||||||
| EV/Sales LTM | x | 5.71 | 5.78 | ||||||
| Earnings Yield LTM | % | 4.50% | 4.65% | ||||||
| FCF Yield | % | -3.05% | -3.71% | ||||||
| Quality | |||||||||
| ROE | % | 12.05% | 12.90% | ||||||
| ROIC | % | 4.16% | 4.32% | ||||||
| Operating margin | % | 24.60% | 24.70% | ||||||
| Gross margin | % | 29.81% | 49.74% | ||||||
| FCF/Sales | % | -9.93% | -12.85% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | -1.75% | +8.19% | ||||||
| Sales Growth YoY | % | +10.59% | +7.91% | ||||||
| Net Income Growth YoY | % | -1.36% | +11.95% | ||||||
| FCF Growth | % | - | - | ||||||
| Operating Profit Growth | % | +2.87% | +3.76% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 3.13% | 3.20% | ||||||
| Dividend Growth | % | +2.80% | +2.74% | ||||||
| Payout Ratio | % | 69.35% | 63.88% | ||||||
| FCF/Debt | x | -0.04 | -0.05 | ||||||
| Net Debt/EBITDA | x | 5.05 | 4.89 | ||||||
| EBIT/Net interest | x | 2.20 | 2.28 | ||||||
| Net debt/market cap | % | 73.77% | 66.94% | ||||||
| Net debt/Equity | x | 1.97 | 1.72 | ||||||
| Gross debt/equity | x | 2.06 | 1.80 | ||||||
ETFs that hold Southern
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| State Street Utilities Select Sector SPDR ETF | XLU | 2 | 7.89% |
| State Street SPDR S&P Dividend ETF | SDY | 6 | 1.64% |
| iShares Global Infrastructure ETF | IGF | 8 | 2.94% |
| Vanguard Utilities ETF | VPU | 2 | 6.74% |
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF (Dist) | UDVD.L | 6 | 1.64% |
| iShares U.S. Infrastructure ETF | IFRA | 5 | 3.18% |
| iShares MSCI Global Min Vol Factor ETF | ACWV | 8 | 1.04% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD | MVOL.L | 7 | 1.30% |
| iShares Global Infrastructure UCITS ETF Accum USD | CBUX.DE | 3 | 3.23% |
| Fidelity MSCI Utilities Index ETF | FUTY | 2 | 7.00% |
Funds with Southern among their ten largest holdings, largest fund first.
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| State Street Utilities Select Sector SPDR ETF | XLU | 2 | 7.89% |
| State Street SPDR S&P Dividend ETF | SDY | 6 | 1.64% |
| iShares Global Infrastructure ETF | IGF | 8 | 2.94% |
| Vanguard Utilities ETF | VPU | 2 | 6.74% |
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF (Dist) | UDVD.L | 6 | 1.64% |
| iShares U.S. Infrastructure ETF | IFRA | 5 | 3.18% |
| iShares MSCI Global Min Vol Factor ETF | ACWV | 8 | 1.04% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD | MVOL.L | 7 | 1.30% |
| iShares Global Infrastructure UCITS ETF Accum USD | CBUX.DE | 3 | 3.23% |
| Fidelity MSCI Utilities Index ETF | FUTY | 2 | 7.00% |
Funds with Southern among their ten largest holdings, largest fund first.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.
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