SO

$91.08

Public overview and default valuation.

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Valuation Details
Default assumptions: 10Y forecast, 9% market return, 2.5% terminal growth, 4.06% trendline growth.
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$637.40

With 20% Margin of Safety (MoS):

$509.92
459.86% upside
Capital Efficiency
Average Quarterly ROIC
1.66%
Cost of Capital (estimated)11%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.
Fundamental Score
54
NeutralWeighted across 6 signals
DCF Discount
459.9% discount to price
100
FCF Yield
20.7% trailing FCF yield
100
ROIC vs WACC
ROIC 1.7% vs WACC 11.0% (0.2x)
8
Net Debt / FCF
3.3x net debt to FCF
0
Buybacks
Share count growing
30
FCF CAGR (5Y)
9.2% 5Y FCF CAGR
71
Strengths: DCF Discount, FCF Yield. Concerns: ROIC vs WACC, Net Debt / FCF.
Narrative Score
76
Improving
Weighted across 5 recent drivers · Last 30 days-1 vs previousVs 6-Month Baseline: High (94th pct)
Trend: Improving upConfidence: 97%Updated: 5h ago
Sources: 98 (News 89 · Analyst 9)
Drivers
28 regulatory scrutiny+1.1
59 news sentiment+1.0
2 upgrade headlines+0.6
Analyst downgrades-0.1
8 analyst reiterations0.0
Other Metrics
P/E22.5
Profit Margin15.4%
Owner Earnings$21.47b
One Dollar Premise73.00%
Debt/Equity3.28
Current Ratio0.75
PEG5.852
Free Cash Flow (in millions)
20052006200720082009201020112012201320142015201620172018201920202021202220232024
$4,900$5,814$6,940$7,359$7,933$8,077$10,428$9,707$11,560$11,792$13,667$12,204$13,818$14,946$13,336$14,137$13,409$14,225$16,648$20,754
How Intrinziq Estimates Fair Value

Intrinziq estimates The Southern Company's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

The Southern CompanyUtilities

The 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.

Last updated: Feb 06, 2026
Data sources: Financial Modeling Prep
This valuation is based on assumptions and publicly available data. It is not financial advice or a recommendation to buy or sell any security. Always do your own research before making investment decisions.