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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 0.02
SO's Cash-to-Debt is ranked lower than
90% of the 629 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.26 vs. SO: 0.02 )
Ranked among companies with meaningful Cash-to-Debt only.
SO' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.01  Med: 0.04 Max: N/A
Current: 0.02
Equity-to-Asset 0.23
SO's Equity-to-Asset is ranked lower than
78% of the 636 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.37 vs. SO: 0.23 )
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: 0.23
0.22
0.35
Interest Coverage 3.36
SO's Interest Coverage is ranked lower than
63% of the 615 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 5.01 vs. SO: 3.36 )
Ranked among companies with meaningful Interest Coverage only.
SO' s Interest Coverage Range Over the Past 10 Years
Min: 3.36  Med: 4.15 Max: 5.2
Current: 3.36
3.36
5.2
Piotroski F-Score: 5
Altman Z-Score: 0.80
WACC vs ROIC
2.47%
5.59%
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 % 23.04
SO's Operating Margin % is ranked higher than
74% of the 644 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 13.81 vs. SO: 23.04 )
Ranked among companies with meaningful Operating Margin % only.
SO' s Operating Margin % Range Over the Past 10 Years
Min: 19.05  Med: 21.72 Max: 26.99
Current: 23.04
19.05
26.99
Net Margin % 12.30
SO's Net Margin % is ranked higher than
68% of the 643 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 7.70 vs. SO: 12.30 )
Ranked among companies with meaningful Net Margin % only.
SO' s Net Margin % Range Over the Past 10 Years
Min: 10.01  Med: 11.49 Max: 14.6
Current: 12.3
10.01
14.6
ROE % 11.18
SO's ROE % is ranked higher than
66% of the 641 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 8.61 vs. SO: 11.18 )
Ranked among companies with meaningful ROE % only.
SO' s ROE % Range Over the Past 10 Years
Min: 8.65  Med: 11.92 Max: 13.56
Current: 11.18
8.65
13.56
ROA % 2.69
SO's ROA % is ranked lower than
55% of the 656 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.96 vs. SO: 2.69 )
Ranked among companies with meaningful ROA % only.
SO' s ROA % Range Over the Past 10 Years
Min: 2.65  Med: 3.55 Max: 3.97
Current: 2.69
2.65
3.97
ROC (Joel Greenblatt) % 7.05
SO's ROC (Joel Greenblatt) % is ranked lower than
67% of the 654 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 9.99 vs. SO: 7.05 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
SO' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 6.59  Med: 9.22 Max: 10.37
Current: 7.05
6.59
10.37
3-Year Revenue Growth Rate 2.30
SO's 3-Year Revenue Growth Rate is ranked higher than
56% of the 583 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.70 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 543 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 5.00 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 495 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 5 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: 2017-08-03 Est.)


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

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Business Description

Industry: Utilities - Regulated » Utilities - Regulated Electric    NAICS: 221122    SIC: 4931
Compare:NYSE:DUK, NYSE:AEP, NYSE:PCG, NYSE:NEE, OTCPK:CLPHY, NYSE:PPL, OTCPK:ELEZY, NYSE:EIX, NYSE:ED, NYSE:XEL, NYSE:KEP, NYSE:WEC, NYSE:ES, NYSE:DTE, OTCPK:TNABY, NYSE:FTS, NYSE:AGR, NYSE:AEE, NYSE:CMS, OTCPK:KAEPY » details
Traded in other countries:SOT.Germany,
Headquarter Location:USA
Southern Co through its traditional operating companies, provides electric service in four Southeastern states.

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.

Guru Investment Theses on Southern Co

John Rogers Comments on Southern Co - Dec 02, 2015

Utilities firm Southern Co. (NYSE:SO) jumped +7.56% after reporting quarterly earnings that beat expectations and management’s previous guidance. Southern also raised guidance for the third quarter aboveconsensus expectations. The company’s results were primarily driven by growth in customer load (which measures demand in the utilities field) as well as rate increases. We think the company’s fundamental improvement is likely to continue.





From John Rogers (Trades, Portfolio) 3rd quarter commentary on the Ariel Global Fund.

Check out John Rogers latest stock trades

Ratios

vs
industry
vs
history
PE Ratio 18.57
SO's PE Ratio is ranked lower than
55% of the 554 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 17.62 vs. SO: 18.57 )
Ranked among companies with meaningful PE Ratio only.
SO' s PE Ratio Range Over the Past 10 Years
Min: 12.85  Med: 17.39 Max: 23.96
Current: 18.57
12.85
23.96
Forward PE Ratio 16.86
SO's Forward PE Ratio is ranked higher than
63% of the 134 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 18.83 vs. SO: 16.86 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 18.57
SO's PE Ratio without NRI is ranked lower than
54% of the 554 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 17.91 vs. SO: 18.57 )
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: 17.42 Max: 23.96
Current: 18.57
12.85
23.96
Price-to-Owner-Earnings 35.31
SO's Price-to-Owner-Earnings is ranked lower than
69% of the 292 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 19.19 vs. SO: 35.31 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
SO' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 14.53  Med: 28.1 Max: 212.47
Current: 35.31
14.53
212.47
PB Ratio 1.96
SO's PB Ratio is ranked lower than
61% of the 636 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.60 vs. SO: 1.96 )
Ranked among companies with meaningful PB Ratio only.
SO' s PB Ratio Range Over the Past 10 Years
Min: 1.6  Med: 2.06 Max: 2.51
Current: 1.96
1.6
2.51
PS Ratio 2.23
SO's PS Ratio is ranked lower than
60% of the 636 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.72 vs. SO: 2.23 )
Ranked among companies with meaningful PS Ratio only.
SO' s PS Ratio Range Over the Past 10 Years
Min: 1.23  Med: 2.12 Max: 2.89
Current: 2.23
1.23
2.89
Price-to-Operating-Cash-Flow 9.78
SO's Price-to-Operating-Cash-Flow is ranked lower than
66% of the 399 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 7.93 vs. SO: 9.78 )
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: 7.58 Max: 11.13
Current: 9.78
5.76
11.13
EV-to-EBIT 18.89
SO's EV-to-EBIT is ranked lower than
71% of the 584 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 14.50 vs. SO: 18.89 )
Ranked among companies with meaningful EV-to-EBIT only.
SO' s EV-to-EBIT Range Over the Past 10 Years
Min: 11.7  Med: 13.8 Max: 20.4
Current: 18.89
11.7
20.4
EV-to-EBITDA 11.85
SO's EV-to-EBITDA is ranked lower than
61% of the 602 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 10.35 vs. SO: 11.85 )
Ranked among companies with meaningful EV-to-EBITDA only.
SO' s EV-to-EBITDA Range Over the Past 10 Years
Min: 8.1  Med: 9.4 Max: 12.9
Current: 11.85
8.1
12.9
PEG Ratio 15.50
SO's PEG Ratio is ranked lower than
92% of the 299 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.76 vs. SO: 15.50 )
Ranked among companies with meaningful PEG Ratio only.
SO' s PEG Ratio Range Over the Past 10 Years
Min: 1.16  Med: 6.01 Max: 377.8
Current: 15.5
1.16
377.8
Shiller PE Ratio 19.44
SO's Shiller PE Ratio is ranked higher than
66% of the 222 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 23.78 vs. SO: 19.44 )
Ranked among companies with meaningful Shiller PE Ratio only.
SO' s Shiller PE Ratio Range Over the Past 10 Years
Min: 11.96  Med: 17.42 Max: 21.9
Current: 19.44
11.96
21.9
Current Ratio 0.69
SO's Current Ratio is ranked lower than
77% of the 649 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.08 vs. SO: 0.69 )
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: 0.69
0.47
1.78
Quick Ratio 0.48
SO's Quick Ratio is ranked lower than
85% of the 649 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.98 vs. SO: 0.48 )
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: 0.48
0.34
1.54
Days Inventory 125.17
SO's Days Inventory is ranked lower than
93% of the 558 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 21.01 vs. SO: 125.17 )
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: 125.17
76.75
165.82
Days Sales Outstanding 34.57
SO's Days Sales Outstanding is ranked higher than
75% of the 464 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 49.80 vs. SO: 34.57 )
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: 34.57
21.21
40.14
Days Payable 117.98
SO's Days Payable is ranked higher than
73% of the 409 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 64.52 vs. SO: 117.98 )
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: 117.98
59.77
172.31

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 4.56
SO's Dividend Yield % is ranked higher than
69% of the 1055 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.29 vs. SO: 4.56 )
Ranked among companies with meaningful Dividend Yield % only.
SO' s Dividend Yield % Range Over the Past 10 Years
Min: 3.94  Med: 4.54 Max: 6.19
Current: 4.56
3.94
6.19
Dividend Payout Ratio 0.84
SO's Dividend Payout Ratio is ranked lower than
60% of the 588 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.55 vs. SO: 0.84 )
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: 1.08
Current: 0.84
0.7
1.08
3-Year Dividend Growth Rate 3.40
SO's 3-Year Dividend Growth Rate is ranked lower than
52% of the 374 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 % 4.63
SO's Forward Dividend Yield % is ranked higher than
68% of the 1025 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.28 vs. SO: 4.63 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 5.42
SO's 5-Year Yield-on-Cost % is ranked higher than
67% of the 1055 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 4.34 vs. SO: 5.42 )
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: 5.39 Max: 7.35
Current: 5.42
4.68
7.35
3-Year Average Share Buyback Ratio -3.70
SO's 3-Year Average Share Buyback Ratio is ranked lower than
54% of the 304 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: -2.80 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 2.75
SO's Price-to-Tangible-Book is ranked lower than
69% of the 581 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.89 vs. SO: 2.75 )
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: 2.89
Current: 2.75
0.91
2.89
Price-to-Intrinsic-Value-Projected-FCF 2.39
SO's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
69% of the 340 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.62 vs. SO: 2.39 )
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: 7.34
Current: 2.39
0.62
7.34
Price-to-Median-PS-Value 1.05
SO's Price-to-Median-PS-Value is ranked higher than
57% of the 598 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.14 vs. SO: 1.05 )
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: 0.76 Max: 1.34
Current: 1.05
0.22
1.34
Price-to-Graham-Number 1.51
SO's Price-to-Graham-Number is ranked lower than
59% of the 475 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.31 vs. SO: 1.51 )
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: 1.22 Max: 1.58
Current: 1.51
0.56
1.58
Earnings Yield (Greenblatt) % 5.29
SO's Earnings Yield (Greenblatt) % is ranked lower than
63% of the 657 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 6.44 vs. SO: 5.29 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
SO' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 4.9  Med: 7.2 Max: 8.6
Current: 5.29
4.9
8.6
Forward Rate of Return (Yacktman) % 2.28
SO's Forward Rate of Return (Yacktman) % is ranked lower than
59% of the 415 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 4.03 vs. SO: 2.28 )
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: 2.1 Max: 15.9
Current: 2.28
0.6
15.9

More Statistics

Revenue (TTM) (Mil) $21,675.00
EPS (TTM) $ 2.66
Beta0.06
Short Percentage of Float2.24%
52-Week Range $46.20 - 54.64
Shares Outstanding (Mil)994.60

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 23,720 24,842 24,939
EPS ($) 2.98 3.10 3.26
EPS without NRI ($) 2.98 3.10 3.26
EPS Growth Rate
(Future 3Y To 5Y Estimate)
4.55%
Dividends per Share ($) 2.30 2.38 2.46
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