The Southern Company
SOUtilitiesNASDAQUtilities - Regulated Electric · Last scanned Sep 4, 2026
Scan Results
Daily timeframe1 of 4 indicators bullish as of Sep 3
Part of the utilities sector, The Southern Company (SO) is listed under Utilities - Regulated Electric. With a market capitalization of $102.12B, it sits in large-cap territory. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets.
Market Cap
$102.12B
Beta
0.33
P/E (TTM)
21.29
P/E (Fwd)
18.03
EPS (TTM)
$4.17
EPS (Fwd)
$4.92
ROE
11.5%
ROA
3.3%
Cash
$2.98B
Total Debt
$77.09B
Free CF
-$3.91B
52W Change
-3.8%
Annual Financials
Cash vs Debt
Where SO stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, SO finished 4.91% below its 150-day moving average ($92.87) and 3.00% below its 200-day moving average ($91.04). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is SO overbought or oversold?
At the September 3, 2026 close, SO's RSI(14) was 24.9, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $2.98B in cash, though total debt stands at $77.09B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Free cash flow is running at -$3.91B, which bears watching. Negative free cash flow can be acceptable during heavy investment periods but needs to improve over time. Return on equity stands at 11.5%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 3.3% is on the lower side, which is common in asset-heavy industries. Revenue has been relatively flat, moving from $29.28B (2022) to $29.55B (2025).
With a beta below 0.7, The Southern Company typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. The company is burning cash at the operating level, which is not unusual for growth-phase companies but adds risk if it persists. No single metric tells the full story. Reviewing SO's risk profile alongside its fundamentals and technical indicators provides a more complete picture.