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The Southern Company(SO)Earnings, Financials & Key Ratios
SO•NYSE•Utilities
23.7× P/E·Price updated Jun 19, 2026
AboutThe 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.Show more
- Revenue$29.55B+10.6%
- EBITDA$13.3B+7.8%
- Net Income$4.34B-1.4%
- Free Cash Flow-$3.59B-531.0%
- EBITDA Margin45.01%-2.5%
- Net Margin14.69%-10.8%
- ROE11.49%-6.1%
- Interest Coverage2.51-13.5%
- Debt/Equity1.69-6.3%
SO Key Insights
The Southern Company (SO) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Dividend Aristocrat: 25 years of consecutive increases
- ✓25 years of consecutive dividend growth
- ✓Healthy dividend yield of 2.9%
✗Weaknesses
No significant weaknesses identified
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
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SO Price & Volume
The Southern Company (SO) stock price & volume — 10-year historical chart
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SO Growth Metrics
The Southern Company (SO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.39%
5 Years7.72%
3 Years0.31%
TTM8.33%
Profit CAGR
10 Years6.01%
5 Years6.73%
3 Years7.09%
TTM-5.28%
EPS CAGR
10 Years4.19%
5 Years5.85%
3 Years6.34%
TTM-6.24%
Return on Capital
10 Years4.74%
5 Years4.71%
3 Years5.24%
Last Year5.43%
SO Recent Earnings
The Southern Company (SO) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$1.32+9.1%
$1.21
Rev
$8.4B+4.0%
$8.1B
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$0.55-1.4%
$0.56
Rev
$7.0B+14.5%
$6.1B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$1.60+6.0%
$1.51
Rev
$7.8B+2.7%
$7.6B
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.91+4.0%
$0.88
Rev
$7.0B+9.6%
$6.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $1.32vs $1.21+9.1% | $8.4Bvs $8.1B+4.0% |
| Q1 2026 | Feb 19, 2026 | $0.55vs $0.56-1.4% | $7.0Bvs $6.1B+14.5% |
| Q4 2025 | Oct 30, 2025 | $1.60vs $1.51+6.0% | $7.8Bvs $7.6B+2.7% |
| Q3 2025 | Jul 31, 2025 | $0.91vs $0.88+4.0% | $7.0Bvs $6.4B+9.6% |
Based on last 12 quarters of dataView full earnings history →
SO Peer Comparison
The Southern Company (SO) competitors in Electric and gas combination utilities — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 DUK | 96.56B | 123.86 | 19.63 | 6.19% | 15.44% | 9.6% | 1.71 | |
 D | 60.12B | 68.40 | 19.82 | 14.16% | 13.48% | 7.08% | 1.46 | |
 AEP | 69.48B | 127.69 | 19.17 | 9.37% | 16.49% | 11.45% | 1.56 | |
 EXC | 46.87B | 45.81 | 16.72 | 5.34% | 11.21% | 9.76% | 1.76 | |
 XEL | 48.32B | 77.41 | 22.63 | 9.14% | 14.14% | 9.34% | 1.47 | |
 PPL | 26.62B | 35.38 | 22.11 | 6.85% | 13.09% | 8.32% | 1.30 | |
 ETR | 50.87B | 111.11 | 28.42 | 8.98% | 13.56% | 10.57% | 1.80 | |
 NEE | 180.9B | 86.75 | 26.37 | 11% | 29.3% | 12.66% | 1.44 |
Compare SO vs Peers
The Southern Company (SO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SO Income Statement
The Southern Company (SO) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Revenue | 23.03B | 23.5B | 21.42B | 20.38B | 23.11B | 29.28B | 25.25B | 26.72B | 29.55B | 30.17B |
Revenue Growth % | 15.76% | 2.01% | -8.84% | -4.87% | 13.44% | 26.68% | -13.75% | 5.83% | 10.59% | 8.33% |
Cost of Revenue | 13.12B | 13.88B | 11.82B | 10.48B | 12.87B | 18.65B | 13.54B | 13.38B | 20.74B | 17.16B |
Gross Profit | 9.91B▲ 0% | 9.62B▼ 3.0% | 9.6B▼ 0.1% | 9.9B▲ 3.1% | 10.25B▲ 3.5% | 10.63B▲ 3.7% | 11.71B▲ 10.2% | 13.34B▲ 14.0% | 8.81B▼ 34.0% | 13.01B▲ 0% |
Gross Margin % | 43.05% | 40.93% | 44.83% | 48.57% | 44.33% | 36.3% | 46.36% | 49.93% | 29.81% | 43.11% |
Gross Profit Growth % | 16.24% | -3.02% | -0.14% | 3.06% | 3.54% | 3.71% | 10.17% | 13.96% | -33.98% | - |
Operating Expenses | 7.58B | 5.42B | 1.87B | 5.01B | 6.55B | 5.26B | 5.88B | 6.27B | 1.54B | 5.72B |
Other Operating Expenses | - | - | - | - | - | - | - | - | - | - |
EBITDA | 5.79B | 7.74B | 11.07B | 8.79B | 7.67B | 9.43B | 10.81B | 12.33B | 13.3B | 13.34B |
EBITDA Margin % | 25.14% | 32.94% | 51.67% | 43.14% | 33.19% | 32.22% | 42.81% | 46.15% | 45.01% | 44.22% |
EBITDA Growth % | -21.85% | 33.68% | 42.98% | -20.57% | -12.73% | 22.98% | 14.61% | 14.08% | 7.84% | 4.32% |
Depreciation & Amortization | 3.46B | 3.55B | 3.33B | 3.9B | 3.97B | 4.06B | 4.99B | 5.27B | 6.03B | 6.06B |
D&A / Revenue % | 15.01% | 15.11% | 15.55% | 19.17% | 17.19% | 13.88% | 19.74% | 19.71% | 20.4% | 20.07% |
Operating Income (EBIT) | 2.33B▲ 0% | 4.19B▲ 79.6% | 7.74B▲ 84.6% | 4.88B▼ 36.9% | 3.7B▼ 24.3% | 5.37B▲ 45.2% | 5.83B▲ 8.5% | 7.07B▲ 21.3% | 7.27B▲ 2.9% | 7.29B▲ 0% |
Operating Margin % | 10.13% | 17.84% | 36.12% | 23.98% | 16% | 18.34% | 23.07% | 26.45% | 24.6% | 24.15% |
Operating Income Growth % | -47.99% | 79.64% | 84.59% | -36.85% | -24.3% | 45.21% | 8.49% | 21.32% | 2.87% | - |
Interest Expense | 1.69B | 1.84B | 1.74B | 1.82B | 1.84B | 2.02B | 2.45B | 2.74B | 3.31B | 4M |
Interest Coverage | 1.63x | 2.49x | 4.77x | 2.92x | 2.40x | 3.09x | 2.78x | 2.91x | 2.51x | - |
Interest / Revenue % | 7.36% | 7.84% | 8.1% | 8.94% | 7.95% | 6.91% | 9.69% | 10.26% | 11.18% | 0.01% |
Non-Operating Income | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K | -4M |
Pretax Income | 1.07B▲ 0% | 2.75B▲ 157.4% | 6.54B▲ 138.0% | 3.5B▼ 46.6% | 2.58B▼ 26.3% | 4.22B▲ 63.9% | 4.34B▲ 2.9% | 5.23B▲ 20.3% | 5B▼ 4.4% | 5.01B▲ 0% |
Pretax Margin % | 4.64% | 11.7% | 30.54% | 17.16% | 11.15% | 14.42% | 17.21% | 19.57% | 16.92% | 16.62% |
Income Tax | 142M | 449M | 1.8B | 393M | 267M | 795M | 496M | 969M | 828M | 772M |
Effective Tax Rate % | 13.3% | 16.33% | 27.48% | 11.24% | 10.36% | 18.83% | 11.42% | 18.53% | 16.56% | 15.39% |
Net Income | 880M▲ 0% | 2.24B▲ 154.8% | 4.75B▲ 112.0% | 3.13B▼ 34.1% | 2.41B▼ 23.2% | 3.54B▲ 46.8% | 3.98B▲ 12.5% | 4.4B▲ 10.7% | 4.34B▼ 1.4% | 4.36B▲ 0% |
Net Margin % | 3.82% | 9.54% | 22.2% | 15.38% | 10.42% | 12.07% | 15.74% | 16.47% | 14.69% | 14.46% |
Net Income Growth % | -64.7% | 154.77% | 112.04% | -34.08% | -23.17% | 46.8% | 12.48% | 10.69% | -1.36% | -5.28% |
EPS (Diluted) | 0.84▲ 0% | 2.15▲ 156.0% | 4.50▲ 109.3% | 2.95▼ 34.4% | 2.26▼ 23.4% | 3.26▲ 44.2% | 3.62▲ 11.0% | 3.99▲ 10.2% | 3.92▼ 1.8% | 3.87▲ 0% |
EPS Growth % | -65.99% | 155.95% | 109.3% | -34.44% | -23.39% | 44.25% | 11.04% | 10.22% | -1.75% | -6.24% |
EPS (Basic) | 0.84 | 2.15 | 4.50 | 2.95 | 2.26 | 3.28 | 3.64 | 4.02 | 3.94 | - |
Diluted Shares Outstanding | 1.01B | 1.03B | 1.05B | 1.06B | 1.06B | 1.08B | 1.1B | 1.1B | 1.11B | 1.13B |
SO Balance Sheet
The Southern Company (SO) balance sheet — assets, liabilities & shareholders' equity
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Total Assets | 111B | 116.91B | 118.7B | 122.94B | 127.53B | 134.89B | 139.33B | 145.18B | 155.72B | 157.03B |
Asset Growth % | 1.19% | 5.32% | 1.53% | 3.57% | 3.74% | 5.77% | 3.29% | 4.2% | 7.26% | 24.61% |
PP&E (Net) | 80.9B | 81.86B | 86.06B | 90.39B | 93.46B | 96.7B | 101.94B | 106.74B | 114.37B | 118.16B |
PP&E / Total Assets % | 72.88% | 70.02% | 72.5% | 73.53% | 73.28% | 71.69% | 73.16% | 73.52% | 73.45% | 75.25% |
Total Current Assets | 10.07B | 9.58B | 9.82B | 8.62B | 8.96B | 10.42B | 10.43B | 10.69B | 10.92B | 9.96B |
Cash & Equivalents | 2.13B | 1.4B | 1.98B | 1.06B | 1.8B | 1.92B | 748M | 1.07B | 1.64B | 981M |
Receivables | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
Inventory | 2.63B | 2.39B | 2.39B | 2.49B | 2.35B | 2.68B | 3.35B | 3.37B | 3.33B | 3.17B |
Other Current Assets | 815M | 1.3B | 1.73B | 1.45B | 1.52B | 1.76B | 1.96B | 1.67B | 1.81B | 1.53B |
Long-Term Investments | 3.35B | 3.3B | 3.34B | 3.67B | 3.82B | 3.59B | 3.79B | 4.04B | 0 | 13.32B |
Goodwill | 6.27B | 5.32B | 5.28B | 5.28B | 5.28B | 5.16B | 5.16B | 5.16B | 5.16B | 5.16B |
Intangible Assets | 873M | 613M | 536M | 487M | 445M | 406M | 368M | 332M | 300M | 294M |
Other Assets | 9.55B | 16.24B | 13.67B | 14.5B | 15.56B | 18.62B | 17.64B | 18.21B | 24.97B | 19.2B |
Total Liabilities | 85.15B | 87.58B | 86.65B | 90.41B | 94.97B | 100.36B | 104.11B | 108.51B | 116.85B | 117.12B |
Total Debt | 50.79B | 46.85B | 48.69B | 51.04B | 55.47B | 59.13B | 63.49B | 66.28B | 65.82B | 76B |
Net Debt | 48.66B | 45.45B | 46.71B | 49.98B | 53.67B | 57.22B | 62.74B | 65.21B | 64.18B | 75.02B |
Long-Term Debt | 44.46B | 40.74B | 41.8B | 45.07B | 50.12B | 50.66B | 57.21B | 58.77B | 65.65B | 67.15B |
Short-Term Borrowings | 6.3B | 6.11B | 5.04B | 4.12B | 3.6B | 6.89B | 4.79B | 6.06B | 169M | 7.37B |
Capital Lease Obligations | 31M | 0 | 1.84B | 1.85B | 1.75B | 1.58B | 1.49B | 1.45B | 0 | 4.21B |
Total Current Liabilities | 13.59B | 14.29B | 12.55B | 12.08B | 10.92B | 15.72B | 13.47B | 15.99B | 16.89B | 15.32B |
Accounts Payable | 3.08B | 3.44B | 2.56B | 2.81B | 2.17B | 3.52B | 2.9B | 3.7B | 3.71B | 2.91B |
Accrued Expenses | 488M | 472M | 474M | 513M | 533M | 614M | 652M | 682M | 3.23B | 5.84B |
Deferred Revenue | 542M | 522M | 496M | 487M | 479M | 502M | 503M | 486M | 0 | 478M |
Other Current Liabilities | 2.52B | 3.09B | 3.09B | 3.09B | 3.2B | 3.17B | 3.57B | 3.81B | 9.06B | 3.1B |
Deferred Taxes | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 50.66B |
Other Liabilities | 10.73B | 17.17B | 14.43B | 15.47B | 15.94B | 15.19B | 14.39B | 14.27B | 33.74B | 14.3B |
Total Equity | 25.85B▲ 0% | 29.33B▲ 13.5% | 32.05B▲ 9.3% | 32.52B▲ 1.5% | 32.57B▲ 0.1% | 34.53B▲ 6.0% | 35.23B▲ 2.0% | 36.67B▲ 4.1% | 38.87B▲ 6.0% | 39.91B▲ 0% |
Equity Growth % | -3.28% | 13.45% | 9.27% | 1.48% | 0.13% | 6.03% | 2.01% | 4.11% | 5.98% | 20.32% |
Shareholders Equity | 24.49B | 25.01B | 27.8B | 28.26B | 28.16B | 30.41B | 31.44B | 33.21B | 36.02B | 37.12B |
Minority Interest | 1.36B | 4.32B | 4.25B | 4.26B | 4.4B | 4.12B | 3.78B | 3.47B | 2.85B | 2.79B |
Common Stock | 5.04B | 5.16B | 5.26B | 5.27B | 5.28B | 5.42B | 5.42B | 5.45B | 5.55B | 5.59B |
Additional Paid-in Capital | 10.47B | 11.09B | 11.73B | 11.83B | 11.95B | 13.67B | 13.78B | 14.15B | 15.74B | 16.29B |
Retained Earnings | 8.88B | 8.71B | 10.88B | 11.31B | 10.93B | 11.54B | 12.48B | 13.75B | 14.86B | 15.38B |
Accumulated OCI | -189M | -203M | -321M | -395M | -237M | -167M | -177M | -78M | -75M | -73M |
Return on Assets (ROA) | 0.8% | 1.97% | 4.04% | 2.59% | 1.92% | 2.69% | 2.9% | 3.09% | 2.89% | 2.84% |
Return on Equity (ROE) | 3.35% | 8.13% | 15.49% | 9.71% | 7.4% | 10.54% | 11.4% | 12.24% | 11.49% | 11.3% |
Debt / Equity | 1.96x | 1.60x | 1.52x | 1.57x | 1.70x | 1.71x | 1.80x | 1.81x | 1.69x | 1.90x |
Debt / Assets | 45.76% | 40.07% | 41.02% | 41.52% | 43.49% | 43.84% | 45.57% | 45.65% | 42.27% | 48.4% |
Net Debt / EBITDA | 8.40x | 5.87x | 4.22x | 5.69x | 7.00x | 6.07x | 5.80x | 5.29x | 4.83x | 5.62x |
Book Value per Share | 25.66 | 28.37 | 30.44 | 30.74 | 30.69 | 31.95 | 32.08 | 33.25 | 35.05 | 35.38 |
SO Cash Flow Statement
The Southern Company (SO) cash flow — operating, investing & free cash flow history
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Cash from Operations | 6.39B | 6.95B | 5.78B | 6.7B | 6.17B | 6.3B | 7.55B | 9.79B | 9.8B | 9.78B |
Operating CF Growth % | 30.67% | 8.6% | -16.76% | 15.83% | -7.87% | 2.16% | 19.85% | 29.59% | 0.14% | 3.1% |
Operating CF / Revenue % | 27.77% | 29.56% | 26.99% | 32.86% | 26.69% | 21.52% | 29.91% | 36.63% | 33.17% | 32.41% |
Net Income | 926M | 2.3B | 4.74B | 3.1B | 2.31B | 3.43B | 3.98B | 4.26B | 4.17B | 4.36B |
Depreciation & Amortization | 3.46B | 3.55B | 3.33B | 3.9B | 3.97B | 4.06B | 4.99B | 5.27B | 6.03B | 6.2B |
Deferred Taxes | 166M | 94M | 1.37B | 100M | 239M | 758M | 416M | 536M | 618M | 503M |
Other Non-Cash Items | 2.73B | 601M | -3.93B | -136M | 494M | -2.23B | -1.83B | -1.83B | -1.55B | -1.67B |
Working Capital Changes | -996M | 276M | 162M | -389M | -990M | 160M | -135M | 1.42B | 399M | 305M |
Capital Expenditures | -7.42B | -8B | -7.55B | -7.44B | -7.24B | -7.92B | -9.1B | -8.96B | -13.39B | -13.6B |
CapEx / Revenue % | 32.23% | 34.05% | 35.27% | 36.52% | 31.32% | 27.06% | 36.02% | 33.51% | 0% | 45.06% |
CapEx / D&A | 2.15x | 2.25x | 2.27x | 1.91x | 1.82x | 1.95x | 1.82x | 1.70x | 0.00x | 2.19x |
CapEx Coverage (OCF/CapEx) | 0.86x | 0.87x | 0.77x | 0.90x | 0.85x | 0.80x | 0.83x | 1.09x | - | 0.72x |
Cash from Investing | -7.19B | -5.76B | -3.39B | -7.03B | -7.35B | -8.43B | -9.67B | -9.4B | -13.96B | -14.55B |
Acquisitions | -1.22B | 2.78B | 4.92B | 888M | 572M | 275M | 164M | 369M | -635M | -635M |
Purchase of Investments | -811M | -1.12B | -888M | -877M | -1.6B | -1.13B | -1.14B | -1.55B | 0 | -1.78B |
Sale of Investments | 805M | 1.11B | 882M | 871M | 1.59B | 1.11B | 1.12B | 1.53B | 0 | 1.77B |
Other Investing | 1.46B | -530M | -755M | -471M | -680M | -769M | -716M | -798M | -13.32B | -299M |
Cash from Financing | 951M | -1.81B | -1.93B | -576M | 1.95B | 2.34B | 999M | -208M | 4.7B | 3.42B |
Dividends Paid | -2.3B | -2.42B | -2.57B | -2.69B | -2.78B | -2.91B | -3.04B | -2.95B | -3.02B | -3.06B |
Dividend Payout Ratio % | 261.36% | 108.16% | 54.06% | 85.67% | 115.32% | 82.23% | 76.33% | 67.12% | 69.45% | - |
Debt Issuance (Net) | 1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 2M |
Stock Issued | 1.04B | 1.09B | 844M | 74M | 73M | 1.51B | 36M | 143M | 1.62B | 2.13B |
Share Repurchases | -658M | -33M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other Financing | 124M | 2.13B | -217M | -233M | -116M | -404M | -373M | -366M | -704M | -772M |
Net Change in Cash | 155M▲ 0% | -628M▼ 505.2% | 459M▲ 173.1% | -910M▼ 298.3% | 761M▲ 183.6% | 208M▼ 72.7% | -1.12B▼ 636.5% | 180M▲ 116.1% | 539M▲ 199.4% | -1.34B▲ 0% |
Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Cash at Beginning | 1.98B | 2.15B | 1.52B | 1.98B | 1.07B | 1.83B | 2.04B | 921M | 1.1B | 1.64B |
Cash at End | 2.13B | 1.52B | 1.98B | 1.07B | 1.83B | 2.04B | 921M | 1.1B | 1.64B | 987M |
Free Cash Flow | -1.03B▲ 0% | -1.06B▼ 2.7% | -1.77B▼ 68.0% | -745M▲ 58.0% | -1.07B▼ 43.8% | -1.62B▼ 51.4% | -1.54B▲ 4.9% | 833M▲ 154.0% | -3.59B▼ 531.0% | -3.82B▲ 0% |
FCF Growth % | 93.22% | -2.72% | -67.99% | 58% | -43.76% | -51.35% | 4.87% | 154.02% | -530.97% | -9687.18% |
FCF Margin % | -4.46% | -4.49% | -8.28% | -3.66% | -4.63% | -5.54% | -6.11% | 3.12% | -12.15% | -12.65% |
FCF / Net Income % | -116.82% | -47.1% | -37.32% | -23.77% | -44.48% | -45.86% | -38.78% | 18.93% | -82.7% | -87.49% |
SO Key Ratios
The Southern Company (SO) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Return on Equity (ROE) | 3.35% | 8.13% | 15.49% | 9.71% | 7.4% | 10.54% | 11.4% | 12.24% | 11.49% | 11.3% |
EBITDA Margin | 25.14% | 32.94% | 51.67% | 43.14% | 33.19% | 32.22% | 42.81% | 46.15% | 45.01% | 44.22% |
Net Debt / EBITDA | 8.40x | 5.87x | 4.22x | 5.69x | 7.00x | 6.07x | 5.80x | 5.29x | 4.83x | 5.62x |
Interest Coverage | 1.63x | 2.49x | 4.77x | 2.92x | 2.40x | 3.09x | 2.78x | 2.91x | 2.51x | - |
CapEx / Revenue | 32.23% | 34.05% | 35.27% | 36.52% | 31.32% | 27.06% | 36.02% | 33.51% | 0% | 45.06% |
Dividend Payout Ratio | 261.36% | 108.16% | 54.06% | 85.67% | 115.32% | 82.23% | 76.33% | 67.12% | 69.45% | 70.02% |
Debt / Equity | 1.96x | 1.60x | 1.52x | 1.57x | 1.70x | 1.71x | 1.80x | 1.81x | 1.69x | 1.90x |
EPS Growth | -65.99% | 155.95% | 109.3% | -34.44% | -23.39% | 44.25% | 11.04% | 10.22% | -1.75% | -6.24% |
Related:SO Dividend History·SO Revenue History·SO Price History·SO P/E History·SO Financial Ratios·SO Institutional Holders
SO SEC Filings & Documents
The Southern Company (SO) SEC filings — annual & quarterly reports (10-K, 10-Q)
SO Frequently Asked Questions
The Southern Company (SO) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
The Southern Company (SO) reported $30.17B in revenue for fiscal year 2025. This represents a 191% increase from $10.36B in 1996.
The Southern Company (SO) grew revenue by 10.6% over the past year. This is steady growth.
Yes, The Southern Company (SO) is profitable, generating $4.36B in net income for fiscal year 2025 (14.7% net margin).
Dividend & Returns
Yes, The Southern Company (SO) pays a dividend with a yield of 2.92%. This makes it attractive for income-focused investors.
The Southern Company (SO) has a return on equity (ROE) of 11.5%. This is reasonable for most industries.
The Southern Company (SO) had negative free cash flow of $3.82B in fiscal year 2025, likely due to heavy capital investments.
Industry Metrics
The Southern Company (SO) has a dividend payout ratio of 69%. This suggests the dividend is well-covered and sustainable.