SOUTHERN CO - SO 7 1/8 12/15/28 (SOMN) Stock Fundamental Analysis

NYSE:SOMN • US8425878423

53.3 USD
-0.4 (-0.74%)
Last: Feb 27, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Taking everything into account, SOMN scores 4 out of 10 in our fundamental rating. SOMN was compared to 46 industry peers in the Electric Utilities industry. While SOMN has a great profitability rating, there are quite some concerns on its financial health. SOMN is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • SOMN had positive earnings in the past year.
  • In the past year SOMN had a positive cash flow from operations.
  • Each year in the past 5 years SOMN has been profitable.
  • Each year in the past 5 years SOMN had a positive operating cash flow.
SOMN Yearly Net Income VS EBIT VS OCF VS FCFSOMN Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B 6B 8B

1.2 Ratios

  • The Return On Assets of SOMN (2.79%) is comparable to the rest of the industry.
  • SOMN's Return On Equity of 12.05% is fine compared to the rest of the industry. SOMN outperforms 71.74% of its industry peers.
  • SOMN has a Return On Invested Capital of 4.30%. This is in the better half of the industry: SOMN outperforms 63.04% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SOMN is in line with the industry average of 4.55%.
  • The last Return On Invested Capital (4.30%) for SOMN is above the 3 year average (4.15%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 2.79%
ROE 12.05%
ROIC 4.3%
ROA(3y)2.89%
ROA(5y)2.63%
ROE(3y)12.65%
ROE(5y)11.61%
ROIC(3y)4.15%
ROIC(5y)4%
SOMN Yearly ROA, ROE, ROICSOMN Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • Looking at the Profit Margin, with a value of 14.69%, SOMN is in the better half of the industry, outperforming 63.04% of the companies in the same industry.
  • In the last couple of years the Profit Margin of SOMN has remained more or less at the same level.
  • With a decent Operating Margin value of 24.65%, SOMN is doing good in the industry, outperforming 71.74% of the companies in the same industry.
  • SOMN's Operating Margin has been stable in the last couple of years.
  • Looking at the Gross Margin, with a value of 88.95%, SOMN belongs to the top of the industry, outperforming 82.61% of the companies in the same industry.
  • SOMN's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 24.65%
PM (TTM) 14.69%
GM 88.95%
OM growth 3Y7.89%
OM growth 5Y-0.48%
PM growth 3Y6.87%
PM growth 5Y-0.82%
GM growth 3Y2.36%
GM growth 5Y-0.17%
SOMN Yearly Profit, Operating, Gross MarginsSOMN Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

0

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SOMN is destroying value.
  • The number of shares outstanding for SOMN remains at a similar level compared to 1 year ago.
  • Compared to 5 years ago, SOMN has about the same amount of shares outstanding.
  • Compared to 1 year ago, SOMN has a worse debt to assets ratio.
SOMN Yearly Shares OutstandingSOMN Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
SOMN Yearly Total Debt VS Total AssetsSOMN Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50B 100B 150B

2.2 Solvency

  • Based on the Altman-Z score of 0.73, we must say that SOMN is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.73, SOMN is doing worse than 65.22% of the companies in the same industry.
  • A Debt/Equity ratio of 1.84 is on the high side and indicates that SOMN has dependencies on debt financing.
  • With a Debt to Equity ratio value of 1.84, SOMN is not doing good in the industry: 80.43% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.73
ROIC/WACC0.75
WACC5.71%
SOMN Yearly LT Debt VS Equity VS FCFSOMN Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B 40B 60B

2.3 Liquidity

  • SOMN has a Current Ratio of 0.65. This is a bad value and indicates that SOMN is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SOMN has a worse Current ratio (0.65) than 71.74% of its industry peers.
  • A Quick Ratio of 0.45 indicates that SOMN may have some problems paying its short term obligations.
  • SOMN has a Quick ratio of 0.45. This is in the lower half of the industry: SOMN underperforms 76.09% of its industry peers.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
SOMN Yearly Current Assets VS Current LiabilitesSOMN Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • SOMN shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 5.91%.
  • The Earnings Per Share has been growing slightly by 5.76% on average over the past years.
  • SOMN shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.58%.
  • The Revenue has been growing slightly by 7.72% on average over the past years.
EPS 1Y (TTM)5.91%
EPS 3Y6%
EPS 5Y5.76%
EPS Q2Q%10%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%

3.2 Future

  • The Earnings Per Share is expected to grow by 7.71% on average over the next years.
  • The Revenue is expected to grow by 6.16% on average over the next years.
EPS Next Y9.22%
EPS Next 2Y8.34%
EPS Next 3Y7.73%
EPS Next 5Y7.71%
Revenue Next Year5.19%
Revenue Next 2Y5.25%
Revenue Next 3Y5.33%
Revenue Next 5Y6.16%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SOMN Yearly Revenue VS EstimatesSOMN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 10B 20B 30B
SOMN Yearly EPS VS EstimatesSOMN Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

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5

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 12.40, SOMN is valued correctly.
  • Compared to the rest of the industry, the Price/Earnings ratio of SOMN indicates a somewhat cheap valuation: SOMN is cheaper than 73.91% of the companies listed in the same industry.
  • SOMN's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.10.
  • Based on the Price/Forward Earnings ratio of 11.35, the valuation of SOMN can be described as reasonable.
  • Based on the Price/Forward Earnings ratio, SOMN is valued cheaper than 80.43% of the companies in the same industry.
  • SOMN's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 28.06.
Industry RankSector Rank
PE 12.4
Fwd PE 11.35
SOMN Price Earnings VS Forward Price EarningsSOMN Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SOMN is valued a bit cheaper than the industry average as 71.74% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 9.72
SOMN Per share dataSOMN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • SOMN has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.34
PEG (5Y)2.15
EPS Next 2Y8.34%
EPS Next 3Y7.73%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 5.68%, SOMN is a good candidate for dividend investing.
  • SOMN's Dividend Yield is rather good when compared to the industry average which is at 3.14. SOMN pays more dividend than 91.30% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.80, SOMN pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.68%

5.2 History

  • The dividend of SOMN has a limited annual growth rate of 2.35%.
  • SOMN does not have a reliable dividend history as it only pays dividend since a couple or years.
Dividend Growth(5Y)2.35%
Div Incr YearsN/A
Div Non Decr YearsN/A

5.3 Sustainability

  • SOMN pays out 69.45% of its income as dividend. This is not a sustainable payout ratio.
  • SOMN's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP69.45%
EPS Next 2Y8.34%
EPS Next 3Y7.73%
SOMN Yearly Income VS Free CF VS DividendSOMN Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B
SOMN Dividend Payout.SOMN Dividend Payout, showing the Payout Ratio.SOMN Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

SOUTHERN CO - SO 7 1/8 12/15/28

NYSE:SOMN (2/27/2026, 8:04:00 PM)

53.3

-0.4 (-0.74%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-19
Earnings (Next)04-29
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap58.69B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts69.38
Price Target55.9 (4.88%)
Short Float %0.03%
Short Ratio1.06
Dividend
Industry RankSector Rank
Dividend Yield 5.68%
Yearly Dividend2.74
Dividend Growth(5Y)2.35%
DP69.45%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-1.9%
Min EPS beat(2)-6.91%
Max EPS beat(2)3.1%
EPS beat(4)1
Avg EPS beat(4)-1.04%
Min EPS beat(4)-6.91%
Max EPS beat(4)3.1%
EPS beat(8)4
Avg EPS beat(8)2.67%
EPS beat(12)8
Avg EPS beat(12)3.33%
EPS beat(16)11
Avg EPS beat(16)4.23%
Revenue beat(2)1
Avg Revenue beat(2)2.15%
Min Revenue beat(2)-0.17%
Max Revenue beat(2)4.47%
Revenue beat(4)3
Avg Revenue beat(4)4.34%
Min Revenue beat(4)-0.17%
Max Revenue beat(4)7.77%
Revenue beat(8)5
Avg Revenue beat(8)2.53%
Revenue beat(12)6
Avg Revenue beat(12)-2.95%
Revenue beat(16)10
Avg Revenue beat(16)2.77%
PT rev (1m)-1.31%
PT rev (3m)N/A
EPS NQ rev (1m)0.23%
EPS NQ rev (3m)N/A
EPS NY rev (1m)-0.02%
EPS NY rev (3m)N/A
Revenue NQ rev (1m)0.09%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.01%
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 12.4
Fwd PE 11.35
P/S 1.99
P/FCF N/A
P/OCF 5.99
P/B 1.63
P/tB 1.92
EV/EBITDA 9.72
EPS(TTM)4.3
EY8.07%
EPS(NY)4.7
Fwd EY8.81%
FCF(TTM)-2.67
FCFYN/A
OCF(TTM)8.9
OCFY16.7%
SpS26.84
BVpS32.71
TBVpS27.75
PEG (NY)1.34
PEG (5Y)2.15
Graham Number56.25
Profitability
Industry RankSector Rank
ROA 2.79%
ROE 12.05%
ROCE 5.25%
ROIC 4.3%
ROICexc 4.36%
ROICexgc 4.53%
OM 24.65%
PM (TTM) 14.69%
GM 88.95%
FCFM N/A
ROA(3y)2.89%
ROA(5y)2.63%
ROE(3y)12.65%
ROE(5y)11.61%
ROIC(3y)4.15%
ROIC(5y)4%
ROICexc(3y)4.19%
ROICexc(5y)4.04%
ROICexgc(3y)4.37%
ROICexgc(5y)4.23%
ROCE(3y)5.09%
ROCE(5y)4.91%
ROICexgc growth 3Y3.03%
ROICexgc growth 5Y2.27%
ROICexc growth 3Y3.28%
ROICexc growth 5Y2.54%
OM growth 3Y7.89%
OM growth 5Y-0.48%
PM growth 3Y6.87%
PM growth 5Y-0.82%
GM growth 3Y2.36%
GM growth 5Y-0.17%
F-Score4
Asset Turnover0.19
Health
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Debt/EBITDA 4.98
Cap/Depr 211.23%
Cap/Sales 43.1%
Interest Coverage 2.71
Cash Conversion 73.62%
Profit Quality N/A
Current Ratio 0.65
Quick Ratio 0.45
Altman-Z 0.73
F-Score4
WACC5.71%
ROIC/WACC0.75
Cap/Depr(3y)187.9%
Cap/Depr(5y)188.18%
Cap/Sales(3y)37.54%
Cap/Sales(5y)34.2%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)5.91%
EPS 3Y6%
EPS 5Y5.76%
EPS Q2Q%10%
EPS Next Y9.22%
EPS Next 2Y8.34%
EPS Next 3Y7.73%
EPS Next 5Y7.71%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%
Revenue Next Year5.19%
Revenue Next 2Y5.25%
Revenue Next 3Y5.33%
Revenue Next 5Y6.16%
EBIT growth 1Y3.38%
EBIT growth 3Y8.23%
EBIT growth 5Y7.2%
EBIT Next Year80.49%
EBIT Next 3Y28.47%
EBIT Next 5Y19.86%
FCF growth 1Y-452.34%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y0.14%
OCF growth 3Y15.86%
OCF growth 5Y7.92%

SOUTHERN CO - SO 7 1/8 12/15/28 / SOMN FAQ

Can you provide the ChartMill fundamental rating for SOUTHERN CO - SO 7 1/8 12/15/28?

ChartMill assigns a fundamental rating of 4 / 10 to SOMN.


Can you provide the valuation status for SOUTHERN CO - SO 7 1/8 12/15/28?

ChartMill assigns a valuation rating of 5 / 10 to SOUTHERN CO - SO 7 1/8 12/15/28 (SOMN). This can be considered as Fairly Valued.


How profitable is SOUTHERN CO - SO 7 1/8 12/15/28 (SOMN) stock?

SOUTHERN CO - SO 7 1/8 12/15/28 (SOMN) has a profitability rating of 7 / 10.


What is the earnings growth outlook for SOUTHERN CO - SO 7 1/8 12/15/28?

The Earnings per Share (EPS) of SOUTHERN CO - SO 7 1/8 12/15/28 (SOMN) is expected to grow by 9.22% in the next year.


How sustainable is the dividend of SOUTHERN CO - SO 7 1/8 12/15/28 (SOMN) stock?

The dividend rating of SOUTHERN CO - SO 7 1/8 12/15/28 (SOMN) is 5 / 10 and the dividend payout ratio is 69.45%.