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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash-to-Debt 0.04
SO's Cash-to-Debt is ranked lower than
85% of the 612 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.26 vs. SO: 0.04 )
Ranked among companies with meaningful Cash-to-Debt only.
SO' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.01  Med: 0.03 Max: 0.08
Current: 0.04
0.01
0.08
Equity-to-Asset 0.22
SO's Equity-to-Asset is ranked lower than
80% of the 623 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.36 vs. SO: 0.22 )
Ranked among companies with meaningful Equity-to-Asset only.
SO' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.22  Med: 0.28 Max: 0.35
Current: 0.22
0.22
0.35
Debt-to-Equity 2.08
SO's Debt-to-Equity is ranked lower than
81% of the 561 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.94 vs. SO: 2.08 )
Ranked among companies with meaningful Debt-to-Equity only.
SO' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.73  Med: 1.21 Max: 2.15
Current: 2.08
0.73
2.15
Debt-to-EBITDA 8.34
SO's Debt-to-EBITDA is ranked lower than
83% of the 555 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.62 vs. SO: 8.34 )
Ranked among companies with meaningful Debt-to-EBITDA only.
SO' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 3.32  Med: 3.67 Max: 8.34
Current: 8.34
3.32
8.34
Interest Coverage 1.42
SO's Interest Coverage is ranked lower than
89% of the 597 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 5.35 vs. SO: 1.42 )
Ranked among companies with meaningful Interest Coverage only.
SO' s Interest Coverage Range Over the Past 10 Years
Min: 1.42  Med: 4.15 Max: 5.2
Current: 1.42
1.42
5.2
Piotroski F-Score: 4
Altman Z-Score: 0.67
WACC vs ROIC
2.39%
2.22%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating Margin % 10.38
SO's Operating Margin % is ranked lower than
58% of the 630 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 13.02 vs. SO: 10.38 )
Ranked among companies with meaningful Operating Margin % only.
SO' s Operating Margin % Range Over the Past 10 Years
Min: 10.38  Med: 21.72 Max: 26.99
Current: 10.38
10.38
26.99
Net Margin % 2.59
SO's Net Margin % is ranked lower than
71% of the 629 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 7.14 vs. SO: 2.59 )
Ranked among companies with meaningful Net Margin % only.
SO' s Net Margin % Range Over the Past 10 Years
Min: 2.59  Med: 11.49 Max: 14.6
Current: 2.59
2.59
14.6
ROE % 2.23
SO's ROE % is ranked lower than
78% of the 628 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 8.57 vs. SO: 2.23 )
Ranked among companies with meaningful ROE % only.
SO' s ROE % Range Over the Past 10 Years
Min: 2.23  Med: 11.92 Max: 13.56
Current: 2.23
2.23
13.56
ROA % 0.54
SO's ROA % is ranked lower than
79% of the 644 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.96 vs. SO: 0.54 )
Ranked among companies with meaningful ROA % only.
SO' s ROA % Range Over the Past 10 Years
Min: 0.54  Med: 3.55 Max: 3.97
Current: 0.54
0.54
3.97
ROC (Joel Greenblatt) % 3.33
SO's ROC (Joel Greenblatt) % is ranked lower than
85% of the 643 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 9.56 vs. SO: 3.33 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
SO' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 3.33  Med: 9.22 Max: 10.37
Current: 3.33
3.33
10.37
3-Year Revenue Growth Rate 2.30
SO's 3-Year Revenue Growth Rate is ranked higher than
58% of the 579 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.30 vs. SO: 2.30 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
SO' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -5.8  Med: 1.1 Max: 13
Current: 2.3
-5.8
13
3-Year EBITDA Growth Rate 7.70
SO's 3-Year EBITDA Growth Rate is ranked higher than
58% of the 540 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 5.10 vs. SO: 7.70 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
SO' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 0  Med: -0.8 Max: 14.5
Current: 7.7
0
14.5
3-Year EPS without NRI Growth Rate 10.90
SO's 3-Year EPS without NRI Growth Rate is ranked higher than
65% of the 504 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.70 vs. SO: 10.90 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
SO' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -7.5  Med: 2.3 Max: 17.8
Current: 10.9
-7.5
17.8
GuruFocus has detected 4 Warning Signs with Southern Co SO.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» SO's 30-Y Financials

Financials (Next Earnings Date: 2018-02-22)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2017

SO Guru Trades in Q1 2017

Paul Tudor Jones 5,100 sh (New)
Joel Greenblatt 7,130 sh (New)
Richard Pzena 6,918 sh (New)
T Rowe Price Equity Income Fund 1,550,000 sh (+26.53%)
Jim Simons 1,828,000 sh (+15.97%)
John Rogers 609,568 sh (+7.66%)
Julian Robertson 90,000 sh (unchged)
Louis Moore Bacon Sold Out
HOTCHKIS & WILEY 864,863 sh (-0.54%)
Ken Fisher 7,592 sh (-4.80%)
» More
Q2 2017

SO Guru Trades in Q2 2017

T Rowe Price Equity Income Fund 4,044,900 sh (+160.96%)
Paul Tudor Jones 9,740 sh (+90.98%)
Joel Greenblatt 10,972 sh (+53.88%)
Jim Simons 2,537,400 sh (+38.81%)
John Rogers 827,730 sh (+35.79%)
Richard Pzena 7,454 sh (+7.75%)
HOTCHKIS & WILEY 859,163 sh (-0.66%)
Ken Fisher 5,093 sh (-32.92%)
» More
Q3 2017

SO Guru Trades in Q3 2017

Steven Cohen 45,000 sh (New)
T Rowe Price Equity Income Fund 6,665,000 sh (+64.78%)
Ken Fisher 6,988 sh (+37.21%)
Richard Pzena 7,800 sh (+4.64%)
John Rogers 862,246 sh (+4.17%)
Joel Greenblatt Sold Out
Paul Tudor Jones Sold Out
HOTCHKIS & WILEY 858,363 sh (-0.09%)
Jim Simons 1,184,100 sh (-53.33%)
» More
Q4 2017

SO Guru Trades in Q4 2017

Joel Greenblatt 17,184 sh (New)
Ray Dalio 79,298 sh (New)
Pioneer Investments 948,574 sh (New)
Richard Pzena 9,701 sh (+24.37%)
T Rowe Price Equity Income Fund 7,490,000 sh (+12.38%)
John Rogers 884,757 sh (+2.61%)
Steven Cohen Sold Out
HOTCHKIS & WILEY 845,963 sh (-1.44%)
Ken Fisher 6,672 sh (-4.52%)
Jim Simons 871,500 sh (-26.40%)
» More
» Details

Insider Trades

Business Description

Industry: Utilities - Regulated » Utilities - Regulated Electric    NAICS: 221122    SIC: 4931
Compare:NYSE:AEP, NYSE:DUK, HKSE:00002, NYSE:ED, NAS:XEL, XMCE:ELE, SAU:5110, OTCPK:TNABY, NYSE:PCG, NYSE:PPL, NYSE:KEP, XTER:IGY, NYSE:EIX, NYSE:ES, NYSE:WEC, NYSE:DTE, BOM:532898, NYSE:AGR, NYSE:NEE, TSX:FTS » details
Traded in other countries:SOT.Germany,
Headquarter Location:USA
Southern Co is an electricity generating company that distributes electricity and natural gas to approximately 9 million customers in nine states. It provides services in few of the Southeastern states. It also owns about 50 GW of generating capacity.

Southern Company is the second- largest utility in the U.S. by customer count and its $50 billion rate base is the industry's largest. The company distributes electricity and natural gas to approximately 9 million customers in nine states. It also owns about 50 GW of generating capacity, primarily for serving regulated customers in Georgia, Alabama, Mississippi and Florida. Southern Power, its growing unregulated unit, is now up to over 12 GW and includes natural gas, solar and wind projects in Texas, California and other states.

Ratios

vs
industry
vs
history
PE Ratio 85.24
SO's PE Ratio is ranked lower than
94% of the 540 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 16.50 vs. SO: 85.24 )
Ranked among companies with meaningful PE Ratio only.
SO' s PE Ratio Range Over the Past 10 Years
Min: 12.85  Med: 17.69 Max: 102.82
Current: 85.24
12.85
102.82
Forward PE Ratio 14.41
SO's Forward PE Ratio is ranked higher than
57% of the 122 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 15.48 vs. SO: 14.41 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 85.24
SO's PE Ratio without NRI is ranked lower than
94% of the 543 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 16.44 vs. SO: 85.24 )
Ranked among companies with meaningful PE Ratio without NRI only.
SO' s PE Ratio without NRI Range Over the Past 10 Years
Min: 12.85  Med: 17.69 Max: 102.82
Current: 85.24
12.85
102.82
PB Ratio 1.80
SO's PB Ratio is ranked lower than
61% of the 624 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.54 vs. SO: 1.80 )
Ranked among companies with meaningful PB Ratio only.
SO' s PB Ratio Range Over the Past 10 Years
Min: 1.6  Med: 2.05 Max: 2.51
Current: 1.8
1.6
2.51
PS Ratio 1.92
SO's PS Ratio is ranked lower than
58% of the 614 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.62 vs. SO: 1.92 )
Ranked among companies with meaningful PS Ratio only.
SO' s PS Ratio Range Over the Past 10 Years
Min: 1.23  Med: 2.14 Max: 2.89
Current: 1.92
1.23
2.89
Price-to-Operating-Cash-Flow 7.46
SO's Price-to-Operating-Cash-Flow is ranked higher than
50% of the 394 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 7.55 vs. SO: 7.46 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
SO' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 5.76  Med: 7.59 Max: 10.03
Current: 7.46
5.76
10.03
EV-to-EBIT 35.62
SO's EV-to-EBIT is ranked lower than
93% of the 571 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 14.26 vs. SO: 35.62 )
Ranked among companies with meaningful EV-to-EBIT only.
SO' s EV-to-EBIT Range Over the Past 10 Years
Min: 11.7  Med: 14.4 Max: 40.7
Current: 35.62
11.7
40.7
EV-to-EBITDA 15.59
SO's EV-to-EBITDA is ranked lower than
77% of the 592 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 10.15 vs. SO: 15.59 )
Ranked among companies with meaningful EV-to-EBITDA only.
SO' s EV-to-EBITDA Range Over the Past 10 Years
Min: 8.1  Med: 9.6 Max: 17.6
Current: 15.59
8.1
17.6
EV-to-Revenue 4.14
SO's EV-to-Revenue is ranked lower than
73% of the 624 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.55 vs. SO: 4.14 )
Ranked among companies with meaningful EV-to-Revenue only.
SO' s EV-to-Revenue Range Over the Past 10 Years
Min: 2.4  Med: 3.5 Max: 5.3
Current: 4.14
2.4
5.3
PEG Ratio 71.75
SO's PEG Ratio is ranked lower than
98% of the 290 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.73 vs. SO: 71.75 )
Ranked among companies with meaningful PEG Ratio only.
SO' s PEG Ratio Range Over the Past 10 Years
Min: 1.42  Med: 6.64 Max: 377.8
Current: 71.75
1.42
377.8
Shiller PE Ratio 18.63
SO's Shiller PE Ratio is ranked higher than
58% of the 233 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 21.01 vs. SO: 18.63 )
Ranked among companies with meaningful Shiller PE Ratio only.
SO' s Shiller PE Ratio Range Over the Past 10 Years
Min: 12.01  Med: 17.58 Max: 22.51
Current: 18.63
12.01
22.51
Current Ratio 0.73
SO's Current Ratio is ranked lower than
77% of the 632 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.06 vs. SO: 0.73 )
Ranked among companies with meaningful Current Ratio only.
SO' s Current Ratio Range Over the Past 10 Years
Min: 0.47  Med: 0.82 Max: 1.78
Current: 0.73
0.47
1.78
Quick Ratio 0.52
SO's Quick Ratio is ranked lower than
84% of the 632 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.98 vs. SO: 0.52 )
Ranked among companies with meaningful Quick Ratio only.
SO' s Quick Ratio Range Over the Past 10 Years
Min: 0.34  Med: 0.58 Max: 1.54
Current: 0.52
0.34
1.54
Days Inventory 133.50
SO's Days Inventory is ranked lower than
93% of the 555 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 21.38 vs. SO: 133.50 )
Ranked among companies with meaningful Days Inventory only.
SO' s Days Inventory Range Over the Past 10 Years
Min: 76.75  Med: 116.83 Max: 165.82
Current: 133.5
76.75
165.82
Days Sales Outstanding 35.09
SO's Days Sales Outstanding is ranked higher than
72% of the 461 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 49.92 vs. SO: 35.09 )
Ranked among companies with meaningful Days Sales Outstanding only.
SO' s Days Sales Outstanding Range Over the Past 10 Years
Min: 21.21  Med: 22.15 Max: 40.14
Current: 35.09
21.21
40.14
Days Payable 142.72
SO's Days Payable is ranked higher than
82% of the 404 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 66.35 vs. SO: 142.72 )
Ranked among companies with meaningful Days Payable only.
SO' s Days Payable Range Over the Past 10 Years
Min: 59.77  Med: 83.31 Max: 172.31
Current: 142.72
59.77
172.31

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 5.35
SO's Dividend Yield % is ranked higher than
77% of the 1078 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.59 vs. SO: 5.35 )
Ranked among companies with meaningful Dividend Yield % only.
SO' s Dividend Yield % Range Over the Past 10 Years
Min: 3.94  Med: 4.58 Max: 6.19
Current: 5.35
3.94
6.19
Dividend Payout Ratio 4.38
SO's Dividend Payout Ratio is ranked lower than
98% of the 614 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.52 vs. SO: 4.38 )
Ranked among companies with meaningful Dividend Payout Ratio only.
SO' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.7  Med: 0.8 Max: 4.38
Current: 4.38
0.7
4.38
3-Year Dividend Growth Rate 3.40
SO's 3-Year Dividend Growth Rate is ranked lower than
51% of the 371 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.80 vs. SO: 3.40 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
SO' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 3.3 Max: 4.2
Current: 3.4
0
4.2
Forward Dividend Yield % 5.28
SO's Forward Dividend Yield % is ranked higher than
73% of the 1077 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.70 vs. SO: 5.28 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 6.35
SO's 5-Year Yield-on-Cost % is ranked higher than
73% of the 1078 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 4.51 vs. SO: 6.35 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
SO' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.68  Med: 5.44 Max: 7.35
Current: 6.35
4.68
7.35
3-Year Average Share Buyback Ratio -3.70
SO's 3-Year Average Share Buyback Ratio is ranked lower than
56% of the 294 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: -2.60 vs. SO: -3.70 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
SO' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -3.7  Med: -1.6 Max: 0.5
Current: -3.7
-3.7
0.5

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 2.58
SO's Price-to-Tangible-Book is ranked lower than
67% of the 573 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.81 vs. SO: 2.58 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
SO' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.91  Med: 2.09 Max: 2.96
Current: 2.58
0.91
2.96
Price-to-Intrinsic-Value-Projected-FCF 2.40
SO's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
69% of the 294 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.47 vs. SO: 2.40 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
SO' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.62  Med: 2.03 Max: 3.25
Current: 2.4
0.62
3.25
Price-to-Median-PS-Value 0.90
SO's Price-to-Median-PS-Value is ranked higher than
63% of the 509 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.03 vs. SO: 0.90 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
SO' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.22  Med: 0.77 Max: 1.33
Current: 0.9
0.22
1.33
Price-to-Graham-Number 3.13
SO's Price-to-Graham-Number is ranked lower than
94% of the 452 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.21 vs. SO: 3.13 )
Ranked among companies with meaningful Price-to-Graham-Number only.
SO' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.56  Med: 1.23 Max: 3.53
Current: 3.13
0.56
3.53
Earnings Yield (Greenblatt) % 2.81
SO's Earnings Yield (Greenblatt) % is ranked lower than
82% of the 643 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 6.51 vs. SO: 2.81 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
SO' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 2.5  Med: 6.9 Max: 8.6
Current: 2.81
2.5
8.6
Forward Rate of Return (Yacktman) % 0.74
SO's Forward Rate of Return (Yacktman) % is ranked lower than
63% of the 421 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.77 vs. SO: 0.74 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
SO' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 0.6  Med: 2 Max: 11.3
Current: 0.74
0.6
11.3

More Statistics

Revenue (TTM) (Mil) $22,583.00
EPS (TTM) $ 0.51
Beta-0.09
Short Percentage of Float2.81%
52-Week Range $42.63 - 53.51
Shares Outstanding (Mil)1,003.63

Analyst Estimate

Dec17 Dec18 Dec19 Dec20
Revenue (Mil $) 23,651 24,057 23,752
EBIT (Mil $) 4,501 5,637 5,624
EBITDA (Mil $) 8,415 8,653 8,771 8,958
EPS ($) 2.95 3.02 3.13 3.20
EPS without NRI ($) 2.95 3.02 3.13 3.20
EPS Growth Rate
(Future 3Y To 5Y Estimate)
4.46%
Dividends per Share ($) 2.31 2.38 2.44 2.44

Piotroski F-Score Details

Piotroski F-Score: 44
Positive ROAY
Positive CFROAY
Higher ROA yoyN
CFROA > ROAY
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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