SuperworthSouthern SO
- Market cap
- $106.9B
- PE
- 22.4×
- 10y median 21.4×
- Forward PE
- 20.0×
- 10y median 19.4×
- Price to sales
- 3.5×
- EV/EBIT
- 24.6×
- Revenue, 12 months
- $30.2B
- +6% on a year ago
- Net margin
- 15.4%
- Free cash flow yield
- −3.3%
Southern trades at 22.4× trailing earnings, near its ten-year median. Revenue was $30.2B over the last twelve months, up 6% on a year earlier with a 15% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $7B−17% | $6B−14% | $6.6B+3% | $6.5B+12% | $7.3B+4% | $6.3B+5% | $7.8B+17% | $7B+8% | $7.8B+8% | $7B+10% | $8.4B+8% | $7B+0% | |
| Cost of revenue | $1.8B−48% | $1.8B−10% | $1.9B−17% | $1.6B+4% | $1.7B−8% | $1.7B−7% | $2.4B+25% | $1.8B+15% | $1.9B+13% | $2.1B+23% | $2.8B+18% | $1.7B−6% |
| Gross profit | $5.2B+5% | $4.2B−16% | $4.7B+13% | $4.9B+16% | $5.6B+8% | $4.7B+10% | $5.4B+14% | $5.2B+6% | $5.9B+6% | $4.9B+5% | $5.6B+4% | $5.3B+2% |
| $2.1B−4% | $1.2B+775% | $1.7B+40% | $1.9B+50% | $2.4B+12% | $1.1B−12% | $2B+18% | $1.8B−9% | $2.6B+10% | $917M−13% | $2B+0% | $1.8B+1% | |
| Interest expense | $620M+21% | $634M+13% | $665M+14% | $694M+14% | $692M+12% | $693M+9% | $714M+7% | $874M+26% | $755M+9% | $895M+29% | $778M+9% | $796M−9% |
| Pre-tax income | $1.7B−9% | $800M | $1.3B+44% | $1.5B+61% | $1.9B+11% | $545M−32% | $1.6B+20% | $1.1B−23% | $2.1B+10% | $196M−64% | $1.6B+1% | $1.4B+20% |
| $297M−28% | $4M | $223M+130% | $290M+196% | $377M+27% | $79M+1875% | $280M+26% | $289M−0% | $404M+7% | −$145M | $228M−19% | $187M−35% | |
| Net income | $1.4B−4% | $855M | $1.1B+31% | $1.2B+44% | $1.5B+8% | $534M−38% | $1.3B+18% | $880M−27% | $1.7B+12% | $416M−22% | $1.4B+2% | $1.2B+33% |
| $1.29−4% | $0.78 | $1.03+30% | $1.09+43% | $1.39+8% | $0.48−39% | $1.21+18% | $0.79−28% | $1.54+11% | $0.37−23% | $1.20−1% | $1.03+30% | |
| 1.1B+1% | 1.1B+1% | 1.1B+0% | 1.1B+0% | 1.1B+0% | 1.1B+0% | 1.1B+1% | 1.1B+1% | 1.1B+1% | 1.1B+1% | 1.1B+2% | 1.1B+3% |
Gross profit: 36 periods, Q3 FY17 to Q2 FY26: not printed by the filing, worked out from its own lines.
Net income: Q2 FY14 and Q3 FY14: not printed by the filing, worked out from its own lines.
EPS, diluted: 19 periods, Q2 FY08 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 15 periods, Q4 FY08 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY21 and Q4 FY22: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $8.4B | $8B to $8.6B | $1.71 | $1.64 to $1.75 | 10 |
| Q4 FY26 | $7B | $6.8B to $7.3B | $0.43 | $0.40 to $0.52 | 9 |
| Q1 FY27 | $8.7B | $8.2B to $9.1B | $1.34 | $1.25 to $1.42 | 6 |
| Q2 FY27 | $7.5B | $7.1B to $7.9B | $1.17 | $1.09 to $1.24 | 3 |
| Q3 FY27 | $8.9B | $8.4B to $9.3B | $1.84 | $1.72 to $1.96 | 3 |
| Q4 FY27 | $7.5B | $7.2B to $7.9B | $0.53 | $0.50 to $0.57 | 6 |
| Q1 FY28 | $9.5B | $9.1B to $10B | $1.47 | $1.38 to $1.57 | 8 |
| Q2 FY28 | $8.1B | $7.7B to $8.5B | $1.38 | $1.29 to $1.47 | 4 |
Peers
Companies in Regulated Electric nearest Southern's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| SOSouthern | $106.9B | 22.4× | 21.4× | 20.0× | 3.5× | +6% | 15.4% |
| DUKDuke Energy | $97.4B | 18.8× | 21.4× | 18.5× | 2.9× | +6% | 15.8% |
| AEPAmerican Electric Power | $70.6B | 22.4× | 19.7× | 19.4× | 3.1× | +10% | 13.8% |
| NEENextEra Energy | $171.2B | 14.8× | 26.5× | 19.3× | 5.9× | +10% | 40.4% |
| DDominion Energy | $57.3B | 22.7× | 23.2× | 17.7× | 3.2× | +19% | 14.0% |
| ETREntergy | $50.1B | 27.5× | 19.1× | 22.8× | 3.7× | +10% | 13.5% |
| XELXcel Energy | $48.8B | 21.4× | 21.6× | 18.4× | 3.3× | +5% | 15.3% |
| EXCExelon | $45.9B | 16.2× | 16.3× | 15.1× | 1.8× | +7% | 11.0% |
| EDConsolidated Edison | $42.8B | 19.0× | 19.1× | 18.3× | 2.4× | +9% | 12.5% |
| WECWEC Energy | $36.2B | 21.5× | 21.8× | 20.7× | 3.6× | +9% | 16.7% |
| PEGPublic Service Enterprise | $35.9B | 17.9× | 19.1× | 16.1× | 2.9× | +13% | 16.0% |
| Peer median | $49.4B | 20.2× | 20.6× | 18.4× | 3.1× | +10% | 14.6% |
Investors who own it
Investors we follow who held Southern at the end of Jun 30, 2026, from their 13F filings.
- Baillie GiffordBaillie Gifford0.0% of portfoliotrimmed
More on Southern
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Dividend yield
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
Its groups
About
- Industry
- Regulated Electric
- Sector
- Utilities
Valuation data, not investment advice. Prices as of .