SOUTHERN CO/THE (SOT.DE) Stock Fundamental Analysis

FRA:SOT • US8425871071

75.96 EUR
+1.18 (+1.58%)
Last: Feb 10, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

3

SOT gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 27 industry peers in the Electric Utilities industry. There are concerns on the financial health of SOT while its profitability can be described as average. SOT is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • SOT had positive earnings in the past year.
  • In the past year SOT had a positive cash flow from operations.
  • SOT had positive earnings in each of the past 5 years.
  • In the past 5 years SOT always reported a positive cash flow from operatings.
SOT.DE Yearly Net Income VS EBIT VS OCF VS FCFSOT.DE 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 0 2B -2B 4B 6B 8B

1.2 Ratios

  • SOT has a Return On Assets (2.91%) which is in line with its industry peers.
  • Looking at the Return On Equity, with a value of 12.74%, SOT is in the better half of the industry, outperforming 62.96% of the companies in the same industry.
  • SOT has a Return On Invested Capital (4.62%) which is in line with its industry peers.
  • SOT had an Average Return On Invested Capital over the past 3 years of 4.14%. This is below the industry average of 6.36%.
  • The last Return On Invested Capital (4.62%) for SOT is above the 3 year average (4.14%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 2.91%
ROE 12.74%
ROIC 4.62%
ROA(3y)2.83%
ROA(5y)2.58%
ROE(3y)12.5%
ROE(5y)11.4%
ROIC(3y)4.14%
ROIC(5y)4.02%
SOT.DE Yearly ROA, ROE, ROICSOT.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15

1.3 Margins

  • SOT has a Profit Margin of 15.42%. This is in the better half of the industry: SOT outperforms 77.78% of its industry peers.
  • In the last couple of years the Profit Margin of SOT has declined.
  • SOT has a Operating Margin of 25.68%. This is amongst the best in the industry. SOT outperforms 81.48% of its industry peers.
  • In the last couple of years the Operating Margin of SOT has remained more or less at the same level.
  • Looking at the Gross Margin, with a value of 89.28%, SOT belongs to the top of the industry, outperforming 88.89% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SOT has remained more or less at the same level.
Industry RankSector Rank
OM 25.68%
PM (TTM) 15.42%
GM 89.28%
OM growth 3Y5.39%
OM growth 5Y1.06%
PM growth 3Y16.73%
PM growth 5Y-5.73%
GM growth 3Y0.95%
GM growth 5Y0.39%
SOT.DE Yearly Profit, Operating, Gross MarginsSOT.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 SOT is destroying value.
  • SOT has about the same amout of shares outstanding than it did 1 year ago.
  • SOT has about the same amout of shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, SOT has a worse debt to assets ratio.
SOT.DE Yearly Shares OutstandingSOT.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B
SOT.DE Yearly Total Debt VS Total AssetsSOT.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B

2.2 Solvency

  • SOT has an Altman-Z score of 0.96. This is a bad value and indicates that SOT is not financially healthy and even has some risk of bankruptcy.
  • With a Altman-Z score value of 0.96, SOT is not doing good in the industry: 66.67% of the companies in the same industry are doing better.
  • A Debt/Equity ratio of 1.85 is on the high side and indicates that SOT has dependencies on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 1.85, SOT is doing worse than 81.48% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Altman-Z 0.96
ROIC/WACC0.71
WACC6.48%
SOT.DE Yearly LT Debt VS Equity VS FCFSOT.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B 40B

2.3 Liquidity

  • A Current Ratio of 0.75 indicates that SOT may have some problems paying its short term obligations.
  • SOT's Current ratio of 0.75 is on the low side compared to the rest of the industry. SOT is outperformed by 77.78% of its industry peers.
  • SOT has a Quick Ratio of 0.75. This is a bad value and indicates that SOT is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SOT has a Quick ratio of 0.56. This is amonst the worse of the industry: SOT underperforms 85.19% of its industry peers.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.56
SOT.DE Yearly Current Assets VS Current LiabilitesSOT.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

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

5

3. Growth

3.1 Past

  • SOT shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.19%.
  • Measured over the past 5 years, SOT shows a small growth in Earnings Per Share. The EPS has been growing by 5.48% on average per year.
  • The Revenue has grown by 9.40% in the past year. This is quite good.
  • The Revenue has been growing slightly by 4.53% on average over the past years.
EPS 1Y (TTM)1.19%
EPS 3Y5.99%
EPS 5Y5.48%
EPS Q2Q%11.89%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%

3.2 Future

  • Based on estimates for the next years, SOT will show a small growth in Earnings Per Share. The EPS will grow by 7.36% on average per year.
  • Based on estimates for the next years, SOT will show a small growth in Revenue. The Revenue will grow by 6.66% on average per year.
EPS Next Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.36%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.66%

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 accelerating: in the next years the growth will be better than in the last years.
SOT.DE Yearly Revenue VS EstimatesSOT.DE 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 40B
SOT.DE Yearly EPS VS EstimatesSOT.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

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2

4. Valuation

4.1 Price/Earnings Ratio

  • SOT is valuated rather expensively with a Price/Earnings ratio of 21.28.
  • Compared to the rest of the industry, the Price/Earnings ratio of SOT indicates a slightly more expensive valuation: SOT is more expensive than 66.67% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.67, SOT is valued a bit cheaper.
  • With a Price/Forward Earnings ratio of 19.25, SOT is valued on the expensive side.
  • Based on the Price/Forward Earnings ratio, SOT is valued a bit more expensive than the industry average as 70.37% of the companies are valued more cheaply.
  • SOT is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.69, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 21.28
Fwd PE 19.25
SOT.DE Price Earnings VS Forward Price EarningsSOT.DE 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, SOT is valued a bit more expensive than the industry average as 66.67% of the companies are valued more cheaply.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.75
SOT.DE Per share dataSOT.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20 25

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The decent profitability rating of SOT may justify a higher PE ratio.
PEG (NY)2.4
PEG (5Y)3.89
EPS Next 2Y7.56%
EPS Next 3Y7.53%

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

5

5. Dividend

5.1 Amount

  • SOT has a Yearly Dividend Yield of 3.25%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 3.17, SOT has a dividend in line with its industry peers.
  • SOT's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 3.25%

5.2 History

  • The dividend of SOT has a limited annual growth rate of 1.87%.
Dividend Growth(5Y)1.87%
Div Incr YearsN/A
Div Non Decr YearsN/A
SOT.DE Yearly Dividends per shareSOT.DE Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2025 2026 0.5 1 1.5 2 2.5

5.3 Sustainability

  • SOT pays out 67.01% of its income as dividend. This is not a sustainable payout ratio.
  • The dividend of SOT is growing, but earnings are growing more, so the dividend growth is sustainable.
DP67.01%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
SOT.DE Yearly Income VS Free CF VS DividendSOT.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B 4B
SOT.DE Dividend Payout.SOT.DE Dividend Payout, showing the Payout Ratio.SOT.DE Dividend Payout.PayoutRetained Earnings

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SOUTHERN CO/THE

FRA:SOT (2/10/2026, 7:00:00 PM)

75.96

+1.18 (+1.58%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30
Earnings (Next)02-19
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap83.64B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target82.53 (8.65%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.25%
Yearly Dividend2.28
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)1.4%
Min EPS beat(2)-0.3%
Max EPS beat(2)3.1%
EPS beat(4)1
Avg EPS beat(4)-0.4%
Min EPS beat(4)-4.33%
Max EPS beat(4)3.1%
EPS beat(8)5
Avg EPS beat(8)3.95%
EPS beat(12)9
Avg EPS beat(12)4.23%
EPS beat(16)11
Avg EPS beat(16)4.62%
Revenue beat(2)1
Avg Revenue beat(2)3.8%
Min Revenue beat(2)-0.17%
Max Revenue beat(2)7.77%
Revenue beat(4)3
Avg Revenue beat(4)4.4%
Min Revenue beat(4)-0.17%
Max Revenue beat(4)7.77%
Revenue beat(8)4
Avg Revenue beat(8)-1.23%
Revenue beat(12)6
Avg Revenue beat(12)-1.21%
Revenue beat(16)10
Avg Revenue beat(16)3.55%
PT rev (1m)-5.54%
PT rev (3m)N/A
EPS NQ rev (1m)-1.09%
EPS NQ rev (3m)N/A
EPS NY rev (1m)-0.02%
EPS NY rev (3m)N/A
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.31%
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 21.28
Fwd PE 19.25
P/S 3.44
P/FCF N/A
P/OCF 10.61
P/B 2.84
P/tB 3.37
EV/EBITDA 12.75
EPS(TTM)3.57
EY4.7%
EPS(NY)3.95
Fwd EY5.2%
FCF(TTM)-1.39
FCFYN/A
OCF(TTM)7.16
OCFY9.42%
SpS22.07
BVpS26.71
TBVpS22.54
PEG (NY)2.4
PEG (5Y)3.89
Graham Number46.32
Profitability
Industry RankSector Rank
ROA 2.91%
ROE 12.74%
ROCE 5.44%
ROIC 4.62%
ROICexc 4.74%
ROICexgc 4.94%
OM 25.68%
PM (TTM) 15.42%
GM 89.28%
FCFM N/A
ROA(3y)2.83%
ROA(5y)2.58%
ROE(3y)12.5%
ROE(5y)11.4%
ROIC(3y)4.14%
ROIC(5y)4.02%
ROICexc(3y)4.18%
ROICexc(5y)4.06%
ROICexgc(3y)4.38%
ROICexgc(5y)4.26%
ROCE(3y)4.95%
ROCE(5y)4.79%
ROICexgc growth 3Y6.47%
ROICexgc growth 5Y1.27%
ROICexc growth 3Y6.72%
ROICexc growth 5Y1.53%
OM growth 3Y5.39%
OM growth 5Y1.06%
PM growth 3Y16.73%
PM growth 5Y-5.73%
GM growth 3Y0.95%
GM growth 5Y0.39%
F-Score5
Asset Turnover0.19
Health
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Debt/EBITDA 4.91
Cap/Depr 193.96%
Cap/Sales 38.74%
Interest Coverage 2.75
Cash Conversion 71.04%
Profit Quality N/A
Current Ratio 0.75
Quick Ratio 0.56
Altman-Z 0.96
F-Score5
WACC6.48%
ROIC/WACC0.71
Cap/Depr(3y)182.47%
Cap/Depr(5y)184.04%
Cap/Sales(3y)32.2%
Cap/Sales(5y)32.89%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1.19%
EPS 3Y5.99%
EPS 5Y5.48%
EPS Q2Q%11.89%
EPS Next Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.36%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.66%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year85.59%
EBIT Next 3Y29.87%
EBIT Next 5Y20.12%
FCF growth 1Y6.85%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y33.49%
OCF growth 3Y16.63%
OCF growth 5Y11.11%

SOUTHERN CO/THE / SOT.DE FAQ

Can you provide the ChartMill fundamental rating for SOUTHERN CO/THE?

ChartMill assigns a fundamental rating of 3 / 10 to SOT.DE.


What is the valuation status for SOT stock?

ChartMill assigns a valuation rating of 2 / 10 to SOUTHERN CO/THE (SOT.DE). This can be considered as Overvalued.


What is the profitability of SOT stock?

SOUTHERN CO/THE (SOT.DE) has a profitability rating of 6 / 10.


What is the valuation of SOUTHERN CO/THE based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SOUTHERN CO/THE (SOT.DE) is 21.28 and the Price/Book (PB) ratio is 2.84.


What is the earnings growth outlook for SOUTHERN CO/THE?

The Earnings per Share (EPS) of SOUTHERN CO/THE (SOT.DE) is expected to grow by 8.85% in the next year.