SOUTHERN CO/THE (SOT.DE) Fundamental Analysis & Valuation

FRA:SOT • US8425871071

Current stock price

81.22 EUR
-0.49 (-0.6%)
Last:

This SOT.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. SOT.DE Profitability Analysis

1.1 Basic Checks

  • SOT had positive earnings in the past year.
  • SOT had a positive operating cash flow in the past year.
  • SOT had positive earnings in each of the past 5 years.
  • Each year in the past 5 years SOT had a positive operating cash flow.
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 2025 0 2B -2B 4B 6B 8B

1.2 Ratios

  • SOT's Return On Assets of 2.79% is on the low side compared to the rest of the industry. SOT is outperformed by 60.71% of its industry peers.
  • SOT has a Return On Equity of 12.05%. This is in the better half of the industry: SOT outperforms 60.71% of its industry peers.
  • SOT has a Return On Invested Capital (4.30%) which is comparable to the rest of the industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SOT is below the industry average of 6.31%.
  • The 3 year average ROIC (4.15%) for SOT is below the current ROIC(4.30%), indicating increased profibility in the last year.
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%
SOT.DE Yearly ROA, ROE, ROICSOT.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • SOT has a better Profit Margin (14.69%) than 75.00% of its industry peers.
  • In the last couple of years the Profit Margin of SOT has remained more or less at the same level.
  • SOT has a Operating Margin of 24.65%. This is amongst the best in the industry. SOT outperforms 82.14% of its industry peers.
  • In the last couple of years the Operating Margin of SOT has remained more or less at the same level.
  • SOT's Gross Margin of 88.95% is amongst the best of the industry. SOT outperforms 85.71% of its industry peers.
  • In the last couple of years the Gross Margin of SOT has remained more or less at the same level.
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%
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 2025 20 40 60 80

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0

2. SOT.DE Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), 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.
  • SOT has a worse debt/assets ratio than last year.
SOT.DE Yearly Shares OutstandingSOT.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 50B 100B 150B

2.2 Solvency

  • Based on the Altman-Z score of 0.96, we must say that SOT is in the distress zone and has some risk of bankruptcy.
  • With a Altman-Z score value of 0.96, SOT is not doing good in the industry: 64.29% of the companies in the same industry are doing better.
  • A Debt/Equity ratio of 1.84 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 1.84, SOT is doing worse than 75.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.96
ROIC/WACC0.66
WACC6.53%
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 2025 0 20B 40B 60B

2.3 Liquidity

  • A Current Ratio of 0.65 indicates that SOT may have some problems paying its short term obligations.
  • The Current ratio of SOT (0.65) is worse than 82.14% of its industry peers.
  • A Quick Ratio of 0.45 indicates that SOT may have some problems paying its short term obligations.
  • SOT has a worse Quick ratio (0.45) than 85.71% of its industry peers.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
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 2025 5B 10B 15B

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

5

3. SOT.DE Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 5.91% over the past year.
  • Measured over the past 5 years, SOT shows a small growth in Earnings Per Share. The EPS has been growing by 5.76% on average per year.
  • SOT shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.58%.
  • Measured over the past years, SOT shows a small growth in Revenue. The Revenue has been growing by 7.72% on average per year.
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

  • Based on estimates for the next years, SOT will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.00% on average per year.
  • SOT is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.80% yearly.
EPS Next Y9.44%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
EPS Next 5Y8%
Revenue Next Year8.79%
Revenue Next 2Y7.21%
Revenue Next 3Y7.06%
Revenue Next 5Y6.8%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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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1

4. SOT.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 21.89 indicates a rather expensive valuation of SOT.
  • SOT's Price/Earnings ratio is a bit more expensive when compared to the industry. SOT is more expensive than 75.00% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 25.54, SOT is valued at the same level.
  • With a Price/Forward Earnings ratio of 20.01, SOT is valued on the expensive side.
  • Based on the Price/Forward Earnings ratio, SOT is valued a bit more expensive than 75.00% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of SOT to the average of the S&P500 Index (22.70), we can say SOT is valued inline with the index average.
Industry RankSector Rank
PE 21.89
Fwd PE 20.01
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 67.86% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 13.19
SOT.DE Per share dataSOT.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20

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)2.32
PEG (5Y)3.8
EPS Next 2Y8.5%
EPS Next 3Y8.58%

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

5

5. SOT.DE Dividend Analysis

5.1 Amount

  • SOT has a Yearly Dividend Yield of 3.08%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 2.98, SOT has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.89, SOT pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.08%

5.2 History

  • The dividend of SOT has a limited annual growth rate of 2.35%.
Dividend Growth(5Y)2.35%
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

  • 69.45% of the earnings are spent on dividend by SOT. This is not a sustainable payout ratio.
  • SOT's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP69.45%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
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 2025 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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SOT.DE Fundamentals: All Metrics, Ratios and Statistics

SOUTHERN CO/THE

FRA:SOT (3/23/2026, 7:00:00 PM)

81.22

-0.49 (-0.6%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-19
Earnings (Next)04-29
Inst Owners72.72%
Inst Owner ChangeN/A
Ins Owners0.12%
Ins Owner ChangeN/A
Market Cap90.92B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts70.63
Price Target85 (4.65%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.08%
Yearly Dividend2.37
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)3%
PT rev (3m)-2.7%
EPS NQ rev (1m)-4.53%
EPS NQ rev (3m)-4.49%
EPS NY rev (1m)0.19%
EPS NY rev (3m)-0.18%
Revenue NQ rev (1m)0.27%
Revenue NQ rev (3m)0.27%
Revenue NY rev (1m)3.42%
Revenue NY rev (3m)3.9%
Valuation
Industry RankSector Rank
PE 21.89
Fwd PE 20.01
P/S 3.57
P/FCF N/A
P/OCF 10.76
P/B 2.93
P/tB 3.45
EV/EBITDA 13.19
EPS(TTM)3.71
EY4.57%
EPS(NY)4.06
Fwd EY5%
FCF(TTM)-2.26
FCFYN/A
OCF(TTM)7.55
OCFY9.3%
SpS22.77
BVpS27.75
TBVpS23.54
PEG (NY)2.32
PEG (5Y)3.8
Graham Number48.13
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 0.96
F-Score4
WACC6.53%
ROIC/WACC0.66
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 Y9.44%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
EPS Next 5Y8%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%
Revenue Next Year8.79%
Revenue Next 2Y7.21%
Revenue Next 3Y7.06%
Revenue Next 5Y6.8%
EBIT growth 1Y3.38%
EBIT growth 3Y8.23%
EBIT growth 5Y7.2%
EBIT Next Year83.86%
EBIT Next 3Y29.67%
EBIT Next 5Y20.51%
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/THE / SOT.DE Fundamental Analysis 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 1 / 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 21.89 and the Price/Book (PB) ratio is 2.93.


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 9.44% in the next year.