Financial Performance
5Y price score: 62
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 131.4%
%
ㅤ
By default your notes are visible only to you.
81.6
52-week range
99.5
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.4 %
Dividend Yield TTM
3.3 %
Market cap $
$ 104,890
Price / Earnings TTM
22
Price / Book TTM
2.6
PEG TTM
(12.6)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(4.4) %
66.5 %
131.4 %
Free cash flow per share growth
817.7 %
(275.8) %
(115.6) %
Earnings per share growth
28.7 %
32.9 %
50.8 %
Founded: 1,945
Employees: 28,314
Business Summary:
Q&A
Contribute
By providing well-researched and detailed answer you increase your chance of becoming Top Contributor. TopFunds is free for all top contributors. Learn more
Latest Earnings Call Takeaways
2026 Q2 (Jul 30, 2026)
1) Strategic Growth and Economic Development - Southern Company reported strong adjusted earnings for Q2 2026, with adjusted EPS at $1.13, up $0.21 YoY. - The company has secured significant contracts, including a 3.2 GW agreement with OpenAI for a data center in Georgia, contributing to a total of over 17 GW of contracted large load agreements. - Economic development in the Southeast remains robust, with $14 billion in investments and over 3,000 jobs created in the last quarter. - The vertically integrated, state-regulated model of Southern Company is a key differentiator, allowing for rapid response to customer needs.
2) Financial Performance and Segment Results - Adjusted EPS for the first half of 2026 stands at $2.46, exceeding expectations. - Retail electricity sales increased by 2.3% YoY, with notable growth in data center usage, which rose 55% in Q2 2026. - Southern Company Gas and complementary businesses like PowerSecure contributed positively to earnings, despite some offset from higher interest expenses and share dilution. - The company anticipates full-year adjusted EPS to be near the top of the guidance range of $4.50 to $4.60.
3) Operational and Infrastructure Plans - Southern Company is actively working on infrastructure to support new load, securing approvals for 10 GW of new generation resources. - The company is in the process of RFPs for additional generation resources to meet growing demand, with potential for further capital investments. - The first two battery sites are operational, and construction on new combustion turbines is progressing.
4) Challenges and Regulatory Environment - While Southern Company maintains stable rates for customers in Georgia and Alabama until 2029, ongoing discussions with regulators will shape future rate structures. - The company is navigating political noise regarding data centers but remains committed to demonstrating the economic benefits of these projects. - There is a focus on ensuring that large load customers contribute fairly to infrastructure costs, with contracts structured to protect both the company and its customers.
5) Guidance and Future Outlook - Southern Company expects continued momentum in the second half of 2026, driven by customer growth and robust economic activity in the Southeast. - The company is focused on achieving a 17% FFO to debt ratio by 2029 and has reduced its projected equity needs to $1.1 billion. - The transcript lacks specific details on future equity issuance timelines and the impact of potential regulatory changes on rates.
Bottom line: Southern Company is well-positioned for growth, with strong earnings performance and a robust pipeline of large load contracts. The company's strategic focus on infrastructure development and customer engagement supports a positive long-term outlook, making it an attractive prospect for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteThe Southern Company — Financial Overview, Stock Price, Market Cap
The Southern Company is a company. Founded in 1945. As of October 19, 2026, the company's market capitalization is $104889824800 with a current stock price of $91.18.