Southern Co
NYSE:SO
Intrinsic Value
The intrinsic value of one
SO
stock under the Base Case scenario is
82.37
USD.
Compared to the current market price of 68.59 USD,
Southern Co
is
Undervalued by 17%.
The Intrinsic Value is calculated as the average of the two valuation methods:
Fundamental Analysis
SO Profitability Score
Profitability Due Diligence
There is not enough data to calculate the Profitability Score for Southern Co.
Score
SO Solvency Score
Solvency Due Diligence
There is not enough data to calculate the solvency score for Southern Co.
Score
Balance Sheet Decomposition
Southern Co
| Current Assets | 10.4B |
| Cash & Short-Term Investments | 2B |
| Receivables | 2.7B |
| Other Current Assets | 5.7B |
| Non-Current Assets | 124B |
| Long-Term Investments | 1.3B |
| PP&E | 95.1B |
| Intangibles | 5.7B |
| Other Non-Current Assets | 21.6B |
| Current Liabilities | 12.8B |
| Accounts Payable | 3.1B |
| Accrued Liabilities | 2.5B |
| Short-Term Debt | 1.4B |
| Other Current Liabilities | 5.9B |
| Non-Current Liabilities | 89.7B |
| Long-Term Debt | 50.4B |
| Other Non-Current Liabilities | 39.3B |
SO Capital Structure
Southern Co
| Market Capitalization | 74.7B USD | |
| Total Debt | 51.8B USD | |
| Minority Interest | 4.2B USD | |
| Preferred Equity | 0 USD | |
| Cash and Equivalents | 2B USD | |
| Short-Term Investments | 0 USD | |
| Enterprise Value | 129B USD | |
Wall St
Price Targets
SO Price Targets Summary
Southern Co
According to Wall Street analysts, the average 1-year price target for
SO
is 72.8 USD
with a low forecast of 61.61 USD and a high forecast of 86.1 USD.
Ownership
SO Insider Trading
Buy and sell transactions by insiders
During the last 12 months Southern Co insiders have not bought any shares, and sold 105M USD worth of shares. The last transaction was made on Mar 26, 2023 by Davis Martin Bernard (EVP and CIO), who sold 401k USD worth of SO shares.
| Period | Sold | Bought | Net |
|---|---|---|---|
| 3 Months |
5.4M
USD
|
N/A
|
-5.4M
|
| 6 Months |
14.1M
USD
|
N/A
|
-14.1M
|
| 9 Months |
39.2M
USD
|
N/A
|
-39.2M
|
| 12 Months |
105M
USD
|
N/A
|
-105.4M
|
Shareholder Return
SO Return Decomposition
Main factors of price return
Market capitalization of
SO
shares
increased
by
107.46%
over the past 5 years.
The primary factor behind the change was
an increase
in earnings growth from
1.1B
to
3.5B, leading to a
growth
in the market capitalization of Southern Co by 168.66%.
Market capitalization of
SO
shares
increased
by
107.46%
over the past 5 years.
The primary factor behind the change was
an increase
in earnings growth from
1.1B
to
3.5B, leading to a
growth
in the market capitalization of Southern Co by 168.66%.
SO Price
Southern Co
| Average Annual Return | 18.02% |
| Standard Deviation of Annual Returns | 22.93% |
| Max Drawdown | -23% |
| Market Capitalization | 74.7B USD |
| Shares Outstanding | 1 088 910 000 |
| Percentage of Shares Shorted | 0.79% |
Company Profile
Southern Co
Country
Industry
Market Cap
Dividend Yield
Description
The Southern Co is a holding company, which engages in the generation and sale of electricity. The company is headquartered in Atlanta, Georgia and currently employs 27,300 full-time employees. The traditional electric operating companies, such as Alabama Power, Georgia Power, and Mississippi Power are each operating public utility companies providing electric service to retail customers in three Southeastern states in addition to wholesale customers in the Southeast. The Southern Power Company develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects, and sells electricity at market-based rates in the wholesale market. The Southern Company Gas is an energy services holding company whose primary business is the distribution of natural gas in four states, such as Illinois, Georgia, Virginia, and Tennessee through the natural gas distribution utilities. The Southern Company Gas is also involved in several other businesses.
Contact
IPO
Employees
Officers
The intrinsic value of one
SO
stock under the Base Case scenario is
82.37
USD.
Compared to the current market price of 68.59 USD,
Southern Co
is
Undervalued by 17%.
