Finance ForgeBETA
Crear cuenta gratis
1)Empresas2)Rankings3)Iniciar sesión
Finance Forge Terminal v1.49.5
PrivacidadTérminosCookiesAviso Legal
● Connected
SO US Equity
SOUTHERN CO
86.17USD▼ 0.13%
Utilities
Utilities - Regulated Electric
96)Comparar97)Tesis →
Market Cap
$99.1B
Shares Outstanding
1.2B
EV/EBITDA
22.3×
— Annual —FY2025
Revenue
$29.6B
Operating Margin
24.6%
Net Margin
14.7%
FCF Margin
-9.9%
ROE
12.1%
ROCE
5.3%
Net Debt/EBITDA
8.8×
Current Ratio
0.65
D/E Ratio
1.82
Dividend Yield
3.0%
FCF / Share
-2.55
Book Value / Share
31.31
SO US Equity
86.17USD▼ 0.13%
Tesis →

SOUTHERN CO (SO): análisis fundamental y valoración

SOUTHERN CO cotiza a 86.17 USD y tiene una capitalización bursátil de $99.1B. Datos fundamentales de la SEC EDGAR con hasta 20 años de histórico, insiders, institucionales y valoración DCF.Más empresas del sector Utilities

Price History
Loading...
Perfil
BolsaNYSEPaísUnited StatesEmpleados29,502Beta0.32Web↗ www.southerncompany.com

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 generatio…

Múltiplos de Valoración
P/E (Annual)
22.8×
P/E (TTM)
—
P/FCF (Annual)
—
P/FCF (TTM)
—
EV/EBITDA
22.3×
EV/Revenue
5.5×
P/Sales
3.4×
P/Book
2.8×
Rentabilidad (Último Anual)
Gross Margin
—
Operating Margin
24.6%
Net Margin
14.7%
FCF Margin
-9.9%
ROE
12.1%
ROCE
5.3%
ROA
2.8%
Effective Tax Rate
13.2%
Métricas TTM
Revenue TTM
—
Gross Profit TTM
—
Operating Income TTM
—
Net Income TTM
—
FCF TTM
—
EPS TTM
—
Quarters Used
—
TTM Period
—
Solidez del Balance
Net Debt
$64.0B
Net Debt / EBITDA
8.8×
Debt / Equity
1.82
Current Ratio
0.65
Interest Coverage
2.3×
Working Capital
−$6.0B
Book Value / Share
31.31
Net Debt / Share
55.64
Crecimiento (YoY)
Revenue YoY
+10.6%
Net Income YoY
-1.4%
FCF YoY
-452.3%
EPS Diluted YoY
-1.8%
Retorno al Accionista
Dividend Yield
3.0%
Payout Ratio
69.5%
FCF / Share
-2.55
CapEx % Revenue
43.1%
Rev / Employee
1M
Próximos Eventos
Ex-Dividendo
2026-08-17
Pago Dividendo
2026-09-08
Historial EPS
Periodo2026-112026-072026-042026-02
Real—$1.13$1.32$0.55
Estimado$1.65$1.01$1.21$0.56
Sorpresa—+11.9%+9.1%-1.8%
Empresas similares
Smart Money
vs Sector: Utilities (96 empresas)
MétricaSOMediana SectorΔ
Gross Margin—49.9%—
Operating Margin24.6%20.1%+4.5%
Net Margin14.7%11.9%+2.8%
FCF Margin-9.9%-10.0%+0.1%
ROE12.1%8.5%+3.6%
ROA2.8%2.5%+0.3%
Current Ratio0.650.80-0.15
Debt / Equity1.821.27+0.55
Scoring Fundamental
Piotroski F-Score
4/ 8Moderado
✓F1ROA positivo (rentabilidad activos)
✓F2Flujo caja operativo positivo
✗F3ROA mejora vs año anterior
✓F4Calidad de beneficios (OCF > ROA)
✗F5Apalancamiento baja
✗F6Liquidez mejora (current ratio)
✗F7Sin dilución accionarial
✗F8Margen bruto mejora
✓F9Rotación activos mejora
Altman Z-ScoreZona de Riesgo
0.94
x1_working_capital-0.038
x2_retained_earnings0.095
x3_ebit0.047
x4_market_equity0.848
x5_sales0.190
>2.99 segura · 1.81–2.99 gris · <1.81 riesgo
Capital Allocation
3/ 8Débil
✗FCF+Free cash flow positivo
✗FCFmMargen FCF > 10%
✓DilucSin dilución significativa (< 2%/año en 3 años)
✗Rev↑Revenue CAGR 3 años > 5%
✗ROCERetorno sobre capital empleado > 10%
✗DeudaDeuda neta/EBITDA < 3× (o posición de caja neta)
✓Mg↑Margen operativo ≥ hace 2-3 años (tolerancia -2pp)
✓Inv.R&D + Capex > 3% de revenue (reinversión en el negocio)
Histórico Piotroski F-Score
Histórico de Múltiplos