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Upturn AI SWOT - About
SO 
Southern Company (SO)
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Upturn Advisory Summary
03/26/2025: SO (3-star) is a STRONG-BUY. BUY since 30 days. Profits (3.46%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 3.33% | Avg. Invested days 44 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/26/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.71B USD | Price to earnings Ratio 23.01 | 1Y Target Price 91.69 |
Price to earnings Ratio 23.01 | 1Y Target Price 91.69 | ||
Volume (30-day avg) 5187713 | Beta 0.45 | 52 Weeks Range 65.27 - 93.48 | Updated Date 04/1/2025 |
52 Weeks Range 65.27 - 93.48 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.13% | Basic EPS (TTM) 3.99 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.47% | Operating Margin (TTM) 18.53% |
Management Effectiveness
Return on Assets (TTM) 3.37% | Return on Equity (TTM) 11.85% |
Valuation
Trailing PE 23.01 | Forward PE 21.37 | Enterprise Value 166057962014 | Price to Sales(TTM) 3.77 |
Enterprise Value 166057962014 | Price to Sales(TTM) 3.77 | ||
Enterprise Value to Revenue 6.21 | Enterprise Value to EBITDA 12.54 | Shares Outstanding 1096800000 | Shares Floating 1093445982 |
Shares Outstanding 1096800000 | Shares Floating 1093445982 | ||
Percent Insiders 0.17 | Percent Institutions 70.92 |
Analyst Ratings
Rating 3.55 | Target Price 90.75 | Buy 4 | Strong Buy 5 |
Buy 4 | Strong Buy 5 | ||
Hold 11 | Sell 2 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Southern Company
Company Overview
History and Background
The Southern Company was founded in 1945 and is headquartered in Atlanta, Georgia. It has grown to become a leading energy company, evolving from primarily coal-fired generation to a more diversified energy mix including nuclear, natural gas, and renewables.
Core Business Areas
- Southern Company Gas: Distributes natural gas to approximately 4.3 million customers in Illinois, Georgia, Virginia, and Tennessee.
- Southern Power: A leading wholesale energy provider serving municipalities, cooperatives, investor-owned utilities, and independent power producers.
- Georgia Power: Provides electricity to 2.7 million customers in Georgia.
- Alabama Power: Provides electricity to 1.5 million customers in Alabama.
- Mississippi Power: Provides electricity to nearly 191,000 customers in southeast Mississippi.
Leadership and Structure
Thomas A. Fanning is the Chairman, President, and CEO. The company operates with a decentralized structure, with each operating company having its own management team and reporting to the Southern Company corporate office.
Top Products and Market Share
Key Offerings
- Electricity Generation: Generates electricity from various sources including coal, nuclear, natural gas, and renewables. Competitors include Duke Energy, Dominion Energy, and NextEra Energy. Georgia Power has the largest market share in Georgia, but specific figures are subject to Public Service Commission regulations.
- Users: Serves approximately 9 million customers across the Southeast
- Natural Gas Distribution: Distributes natural gas to residential, commercial, and industrial customers. Competitors include Atmos Energy, Southwest Gas, and local municipal gas companies. Market share varies by region. Southern Company Gas is one of the largest natural gas distributors in the US.
- Users: Serves approximately 4.3 million customers
- Wholesale Electricity: Sells power to municipalities, cooperatives, and other utilities. Competitors include Calpine Corporation, and independent power producers.
Market Dynamics
Industry Overview
The energy industry is undergoing a transition towards cleaner energy sources, driven by environmental concerns and technological advancements. Increased renewable energy adoption and energy efficiency initiatives are key trends.
Positioning
Southern Company is positioned as a leading utility company focused on providing reliable and affordable energy while transitioning to a cleaner energy future. They are investing heavily in renewable energy and nuclear power.
Total Addressable Market (TAM)
The US utility market is estimated to be worth hundreds of billions of dollars annually. Southern Company holds a significant position, especially in the Southeast, and is actively pursuing growth opportunities in renewable energy to expand its TAM.
Upturn SWOT Analysis
Strengths
- Large customer base
- Diversified energy portfolio
- Strong financial position
- Experienced management team
- Geographic presence in high-growth regions
Weaknesses
- Reliance on coal-fired generation (though decreasing)
- Exposure to regulatory risks
- High capital expenditures
- Nuclear project delays and cost overruns
- Debt Levels
Opportunities
- Growth in renewable energy demand
- Expansion of natural gas infrastructure
- Investments in energy efficiency programs
- Development of new technologies (e.g., carbon capture)
- Electrification of transportation
Threats
- Increasing competition from renewable energy providers
- Stricter environmental regulations
- Fluctuations in fuel prices
- Cybersecurity threats
- Economic downturns
Competitors and Market Share
Key Competitors
- DUK
- NEE
- EXC
Competitive Landscape
Southern Company's advantages include its large customer base and diversified energy portfolio. Disadvantages include its reliance on coal-fired generation and exposure to regulatory risks. Duke Energy and NextEra Energy are more focused on renewable energy, while Exelon has a larger presence in the Midwest and Mid-Atlantic regions. Market share data is approximate and fluctuates.
Major Acquisitions
PowerSecure International
- Year: 2016
- Acquisition Price (USD millions): 431
- Strategic Rationale: Expanded distributed infrastructure capabilities and provided entry into the microgrid market.
Growth Trajectory and Initiatives
Historical Growth: Southern Company has experienced moderate growth in revenue and earnings, driven by population growth in its service territories and investments in new infrastructure.
Future Projections: Analysts project continued moderate growth, driven by investments in renewable energy and natural gas infrastructure. EPS growth is expected to be in the mid-single digits.
Recent Initiatives: Recent initiatives include investments in renewable energy projects (solar, wind), expansion of natural gas pipelines, and development of carbon capture technology.
Summary
Southern Company is a large utility company with a diversified energy portfolio, primarily focused on the Southeast US. They provide steady returns through dividends and operate in a stable, regulated market. They face risks associated with environmental regulations, nuclear construction projects and the transition to cleaner energy sources. Continued growth will depend on renewable energy and natural gas infrastructure investments.
Similar Companies
AEP
American Electric Power Co Inc
AEP
American Electric Power Co Inc
DUK
Duke Energy Corporation
DUK
Duke Energy Corporation
EXC
Exelon Corporation
EXC
Exelon Corporation
NEE
Nextera Energy Inc
NEE
Nextera Energy Inc
Sources and Disclaimers
Data Sources:
- Southern Company Investor Relations, SEC Filings, Yahoo Finance, Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is approximate and subject to change. Future performance is not guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Southern Company
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1981-12-31 | CEO, President & Chairman Mr. Christopher C. Womack | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 28314 | Website https://www.southerncompany.com |
Full time employees 28314 | Website https://www.southerncompany.com | ||
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; distributes natural gas in Illinois, Georgia, Virginia, and Tennessee; operates, constructs, and maintains approximately 78,500 miles of natural gas pipelines and 14 storage facilities; and provides gas marketing services, as well as electric services to retail customers. It also offers distributed energy and resilience solutions, and digital wireless communications and fiber optics services, as well as deploys microgrids for commercial, industrial, governmental, utility customers. The Southern Company was incorporated in 1946 and is headquartered in Atlanta, Georgia.
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