Price History
Feb 9, 2026 — Apr 4, 2026Investment Snapshot
- Trading 57% above Graham Number — above intrinsic value estimate
- Piotroski F-Score 6/9 — moderate financial health
- ROE of 15.2% — good return on equity
- Revenue growing at 11% annually
The Southern Company (SO) is a Utilities company operating in Electric Services, listed on the NYSE , with a market capitalisation of $104.5 billion . Key value metrics: P/E ratio 19.1, P/B ratio 2.90, Piotroski F-Score 6 out of 9 (moderate financial health) .
Value Score
Key Metrics
Current vs 5-Year Average
Based on 5 years of SEC filingsRevenue & Net Income
Financial Statements
| Metric | FY22 | FY23 | FY24 |
|---|---|---|---|
| Revenue | $X.XB | $X.XB | $X.XB |
| Gross Profit | $X.XB | $X.XB | $X.XB |
| Operating Income | $X.XB | $X.XB | $X.XB |
| Net Income | $X.XB | $X.XB | $X.XB |
| EBITDA | $X.XB | $X.XB | $X.XB |
| Total Assets | $X.XB | $X.XB | $X.XB |
| Total Liabilities | $X.XB | $X.XB | $X.XB |
The Southern Company — Fundamental Analysis Summary
The Southern Company (SO) is currently trading 57% above its Graham Number of $59.42, suggesting the market price exceeds Benjamin Graham's intrinsic value estimate. The stock carries a reasonable trailing P/E ratio of 19.1x.
On financial health, SO shows a moderate Piotroski F-Score of 6/9, and solid return on equity of 15.2% (sector average: 6.7%), and minimal leverage with a debt-to-equity ratio of 0.02.
StockPik's composite Value Score for SO is 77/100 — placing it in undervalued territory. The score is built from ten fundamental signals: P/E, P/B, PEG ratio, P/S ratio, return on equity, gross margin, debt-to-equity, current ratio, dividend yield, and Piotroski F-Score.
SO shows revenue growing at 11% year-over-year, with earnings declining at 1%.
SO pays a solid dividend yield of 3.1%.