Southern Company

α : 0.59

Ticker: SO.US

Fundamental α

i
Weighted: 6.8
Layer / Ratio / Statistic TTM PY1 PY2
Overall Composite Score 5.6 7.2 9.1
Income Statement Composite 3.2 3.5 4.4
↳ 3-Year Revenue CAGR
↳ Capped Z-Score 0.06
↳ Sector Median Analytics
↳ Gross Margin
↳ Capped Z-Score 0.37 0.59 0.75
↳ Sector Median Analytics
↳ Operating Margin
↳ Capped Z-Score 0.61 0.63 0.93
↳ Sector Median Analytics
↳ Net Profit Margin
↳ Capped Z-Score 0.47 0.48 0.98
↳ Sector Median Analytics
Cash Flow Composite 0.8 1.1 1.3
↳ 3-Year OCF CAGR
↳ Capped Z-Score 0.59
↳ Sector Median Analytics
↳ Operating Cash Flow Margin
↳ Capped Z-Score 0.44 0.49 0.48
↳ Sector Median Analytics
↳ Free Cash Flow Margin
↳ Capped Z-Score -0.44 -0.19 0.02
↳ Sector Median Analytics
Balance Sheet Composite 1.5 2.6 3.3
↳ Return on Assets
↳ Capped Z-Score -0.01 0.14 0.51
↳ Sector Median Analytics
↳ Capital Intensity Ratio
↳ Capped Z-Score -0.37 -0.18 -0.19
↳ Sector Median Analytics
↳ Asset Turnover
↳ Capped Z-Score -0.22 -0.24 -0.23
↳ Sector Median Analytics
↳ Equity Multiplier
↳ Capped Z-Score 0.32 0.73 0.65
↳ Sector Median Analytics
↳ Return on Equity
↳ Capped Z-Score 0.23 0.68 0.88
↳ Sector Median Analytics
↳ Return on Invested Capital (ROIC)
↳ Capped Z-Score 0.07 0.36 0.55
↳ Sector Median Analytics

Market α

i
Weighted: -4.8
Certain Market alpha components limited due to negative cash flows.
Metric/Statistic Ticker Value
Market Valuation Composite -1.9
↳ Trailing P/E
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↳ Sector Median
↳ Forward P/E
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↳ Sector Median
↳ PEG Ratio
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↳ Sector Median
↳ EV/EBITDA
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↳ Sector Median
↳ EV/Revenue
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↳ Sector Median
↳ Potential Upside/(Downside) - Street Estimate
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↳ Sector Median
Relative (Discount)/ Premium - Operations
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↳ Actual Enterprise Value/Invested Capital:
↳ Predicted EV/Invested Capital:
↳ Fundamental Surplus:
Implied FCFF Growth Rate CURRENT
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↳ Weighted Historic FCFF Growth:
↳ Sector Median FCFF Growth:
↳ FCFF Growth Surplus:
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↳ FCFF Growth Surplus z-score:
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Implied FCFE Growth Rate CURRENT
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↳ Weighted Historic FCFE Growth:
↳ Sector Median FCFE Growth:
↳ FCFE Growth Surplus:
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↳ FCFE Growth Surplus z-score:
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WACC
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↳ Cost/Weight of Equity:
↳ Cost/Weight of Debt:

Company Profile & Operations

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The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.