The Southern Company (SOJE) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 21.04 means the share price is 21.04 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $104B is the value of all shares combined. Beta 0.43: the stock has moved about 57% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 4, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerThe Southern Company (SOJE) trades at $15.81 with MoonshotScore 56/100 (Grade B). The Southern Company, established in 1945, is a holding company that generates and sells electricity and distributes natural gas. Market cap: $104B, Sector: Utilities.
Price as of Sep 10, 2026 · Last analyzed: May 4, 2026Analyst Coverage for SOJE: SOJE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SOJE against Utilities peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
SOJE: 1/3 scored disciplines lean bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Strongest side: Business Quality (7/10, Moderate). Weakest side: Momentum (3/10, Weak).
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
The Southern Company (SOJE) Utility Operations & Dividend Profile
The Southern Company is a holding entity focused on electricity generation and natural gas distribution across the Southeastern United States. With a diverse portfolio including traditional utilities and renewable energy projects, the company serves millions of customers while navigating evolving energy markets and regulatory landscapes.
What Is the Investment Thesis for SOJE?
The Southern Company presents a stable investment opportunity within the utilities sector, underpinned by its regulated electric and gas operations. With a current P/E ratio of 21.04 and a dividend yield of 3.09%, the company offers a blend of value and income. Key growth catalysts include investments in renewable energy projects and infrastructure upgrades. However, potential risks involve regulatory changes and commodity price volatility. The company's beta of 0.43 suggests lower volatility compared to the broader market, making it a noteworthy option for risk-averse investors seeking long-term stability.
Based on FMP financials and quantitative analysis
SOJE Key Highlights
Market capitalization of $104B, reflecting its significant presence in the utilities sector.
- Profit margin of 14.5%, indicating efficient operations and profitability.
- Gross margin of 43.1%, showcasing strong cost management in electricity generation and natural gas distribution.
- Dividend yield of 3.09%, providing a steady income stream for investors.
- Beta of 0.43, suggesting lower volatility compared to the overall market.
Who Are SOJE's Competitors?
SOJE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DUK Duke Energy Corporation | $119.37 | -0.88% | $93.1B | 525-pillar |
| EIX Edison International | $57.44 | -3.19% | $22.1B | 525-pillar |
| CMS CMS Energy Corporation | $67.68 | -0.72% | $21.2B | 485-pillar |
| NI NiSource Inc. | $41.44 | -0.55% | $19.9B | 465-pillar |
| KEP Korea Electric Power Corporation | $11.93 | -2.29% | $15.3B | 535-pillar |
| NGG National Grid plc | $76.38 | -1.16% | $76.8B | 585-pillar |
| AEP American Electric Power Company | $123.47 | -0.96% | $67.2B | 655-pillar |
| NEE NextEra Energy, Inc. | $82.44 | -0.25% | $172B | 635-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SOJE's Key Strengths?
Stable revenue stream from regulated utility operations.
- Diversified portfolio of electricity generation sources.
- Extensive natural gas distribution network.
- Strong presence in the Southeastern United States.
What Are SOJE's Weaknesses?
Exposure to regulatory changes and compliance costs.
- Dependence on fossil fuels for electricity generation.
- Potential for environmental liabilities.
- Capital-intensive operations.
What Could Drive SOJE Stock Higher?
Investments in renewable energy projects driving long-term growth.
- Infrastructure modernization projects enhancing operational efficiency.
- Regulatory approvals for new energy projects expected in Q3 2026.
- Expansion of natural gas distribution network increasing customer base.
What Are the Key Risks for SOJE?
Rich valuation — a P/E of 21.04 runs well above the Utilities sector’s ~16.80x, leaving little room for a miss.
- Insider selling — insiders were net sellers of roughly $1.2M recently.
- Changes in environmental regulations increasing compliance costs.
- Fluctuations in commodity prices impacting profitability.
- Economic downturns reducing energy demand.
- Cybersecurity threats targeting critical infrastructure.
- Weather-related events disrupting operations.
What Are the Growth Opportunities for SOJE?
- Expansion of Renewable Energy Portfolio: The Southern Company can capitalize on the increasing demand for renewable energy by expanding its Southern Power segment. Investments in solar, wind, and other renewable energy projects can drive growth and align with sustainability goals. The renewable energy market is projected to reach $1.1 trillion by 2027, offering substantial opportunities for growth and diversification.
- Infrastructure Modernization: Upgrading existing infrastructure, including transmission and distribution networks, presents a significant growth opportunity. Modernizing infrastructure enhances reliability, reduces energy losses, and supports the integration of renewable energy sources. Government incentives and regulatory support can further facilitate these investments, ensuring long-term operational efficiency.
- Geographic Expansion in Natural Gas Distribution: Expanding the Southern Company Gas segment into new geographic areas can drive revenue growth. Acquiring or developing natural gas distribution facilities in underserved markets can increase the customer base and market share. The natural gas distribution market is expected to grow as natural gas remains a key energy source for heating and industrial processes.
- Strategic Acquisitions: The Southern Company can pursue strategic acquisitions to expand its capabilities and market presence. Acquiring companies with complementary assets or technologies can enhance operational efficiency and drive synergies. Careful due diligence and integration are essential for maximizing the value of these acquisitions and ensuring long-term growth.
- Investment in Energy Storage Solutions: As renewable energy sources become more prevalent, energy storage solutions are crucial for ensuring grid stability. Investing in battery storage and other energy storage technologies can enhance the reliability of renewable energy and support the integration of intermittent sources. The energy storage market is projected to grow significantly, offering substantial opportunities for The Southern Company.
What Are SOJE's Competitive Advantages?
- Regulated utility operations provide a stable and predictable revenue stream.
- Vertically integrated operations in the electric utility segment.
- Diversified portfolio of electricity generation sources, including renewable energy.
- Extensive natural gas distribution network in multiple states.
What Does SOJE Do?
Founded on November 9, 1945, The Southern Company has evolved into a major player in the energy sector. Initially focused on electric utilities in the Southeast, the company has expanded its operations to include natural gas distribution and renewable energy generation. Through its subsidiaries, The Southern Company provides electricity to customers in Alabama, Georgia, Florida, and Mississippi via its Traditional Electric Operating Companies segment. This segment involves vertically integrated utilities that own generation, transmission, and distribution facilities. The Southern Power segment focuses on constructing, acquiring, owning, and managing generation assets, including renewable energy projects, selling electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. Headquartered in Atlanta, Georgia, The Southern Company continues to adapt to changing energy demands and regulations while maintaining a commitment to reliability and customer service.
What Products and Services Does SOJE Offer?
- Generates and sells electricity through traditional utilities.
- Constructs, acquires, owns, and manages renewable energy projects.
- Sells electricity in the wholesale market through Southern Power.
- Distributes natural gas through natural gas distribution facilities.
- Operates in Alabama, Georgia, Florida, and Mississippi for electric services.
- Operates in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland for natural gas distribution.
How Does SOJE Make Money?
- Generates revenue through the sale of electricity to residential, commercial, and industrial customers.
- Generates revenue through the sale of natural gas to residential, commercial, and industrial customers.
- Operates regulated utilities, ensuring a stable revenue stream.
- Invests in renewable energy projects and sells electricity in the wholesale market.
What Industry Does SOJE Operate In?
The Southern Company operates within the regulated electric and gas utilities industry, which is characterized by stable demand and significant capital investments. The industry is undergoing a transition towards cleaner energy sources, with increasing investments in renewable energy projects. Competitors like Duke Energy Corporation (DUK) and Edison International (EIX) are also adapting to these trends. The Southern Company's diversified portfolio, including traditional utilities and renewable energy assets, positions it to capitalize on the growing demand for reliable and sustainable energy solutions.
Who Are SOJE's Key Customers?
- Residential customers in the Southeast.
- Commercial customers, including businesses and institutions.
- Industrial customers, such as manufacturing plants.
- Wholesale electricity customers through Southern Power.
Research confidence
Broad, current evidence sits behind this analysis.
- ● Scored on 93% of our measures
- ● Price is current
- ● Latest filing 43 days ago
- ● No analyst coverage
Why 56?
Measured against companies in the same sector. The figures below are the factor contributions the scoring engine itself produced.
What is helping
- +0.21 Free cash flow yield (Business Quality)
- +0.17 Return on equity (Business Quality)
- +0.16 Net margin (Business Quality)
What is holding it back
- -0.14 Financial-health checklist (Financial Strength)
- -0.14 Debt to equity (Financial Strength)
- -0.13 Price to book (Valuation)
Contribution = how far the company sits from its sector on that measure, weighted by how much the pillar counts. Not investment advice. How the score is built →
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 55 |
| 2026-08-26 | 57 |
| 2026-08-29 | 57 |
| 2026-09-01 | 54 |
| 2026-09-04 | 56 |
| 2026-09-07 | 53 |
| 2026-09-10 | 54 |
What changed?
The grade moved from 55 to 54 (-1).
What moved it up or down:
- -16 Growth
- -13 Valuation
- -3 Financial Strength
Held back by:
- +6 Momentum
- +1 Business Quality
Over the same 18 days the stock moved -0.5%.
Insider Activity
Over the past six months, The Southern Company insiders filed 30 SEC Form 4 transactions — 15 sales and 15 purchases. On net that is roughly 6K shares disposed (about $1.2M), a signal worth weighing alongside the fundamentals.
Quarterly Financial Performance: The Southern Company
Revenue for The Southern Company came in at $6.98B during Q2 FY2026, a 16.9% contraction versus the preceding quarter. The company recorded net income of $1.17B, with diluted EPS of $1.03. Quarter-over-quarter revenue has been mixed, typical for a unknown company operating in Utilities. Across the four most recent quarters, SOJE averaged $1.04 in diluted EPS.
SOJE Valuation & Market Position
With a $104B market cap, The Southern Company sits in the large-cap segment of the market. Relative to its peer group, SOJE's quantitative score of 56/100 is roughly in line with the peer average of 55/100.
Key Financial Metrics
Return on equity for The Southern Company stands at 12.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.9%, showing how much profit it generates from its asset base. SOJE trades at a trailing price-to-earnings ratio of 21.04, above the Utilities sector average of ~16.80x. Its free cash flow yield is 2.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.79 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 4.6%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
The Southern Company's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile.
Earnings Track Record
The Southern Company has beaten Wall Street's EPS estimate in 4 of its last 8 reported quarters — more hits than misses. Reported results have landed about 1.5% above estimates on average.
Company Profile
The Southern Company operates in the Regulated Electric industry within the Utilities sector. It is headquartered in Atlanta, US. The company is led by CEO Christopher C. Womack. SOJE has traded publicly since 2020.
SOJE Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Stable revenue stream from regulated utility operations.
- Diversified portfolio of electricity generation sources.
- Extensive natural gas distribution network.
- Strong presence in the Southeastern United States.
Bear Case
- Exposure to regulatory changes and compliance costs.
- Dependence on fossil fuels for electricity generation.
- Potential for environmental liabilities.
- Capital-intensive operations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · September 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | $6.98B | $1.17B | $1.03 |
| Q1 FY2026 | $8.40B | $1.36B | $1.20 |
| Q4 FY2025 | $6.98B | $416M | $0.37 |
| Q3 FY2025 | $7.82B | $1.71B | $1.54 |
Q2 FY2026 · filed 30 Jul 2026 · SEC EDGAR →
Based on FMP financials and quantitative analysis
SOJE Latest News
No recent news available for SOJE.
SOJE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SOJE.
Price Targets
Wall Street price target analysis for SOJE.
SOJE MoonshotScore
What does this score mean?
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. SOJE scores 56/100 (Grade B): the number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.
Leadership: Christopher C. Womack
CEO
Christopher C. Womack has served as the CEO of Southern Company since March 31, 2023. Prior to this role, he served as president and CEO of Georgia Power. Womack has a long history with Southern Company, having held various leadership positions within the organization. He holds a Bachelor of Science degree from Western Michigan University and a Master of Business Administration degree from American University. He has also completed executive education programs at Stanford University, Harvard Business School, and the University of Pennsylvania’s Wharton School.
Track Record: During his tenure as president and CEO of Georgia Power, Womack oversaw significant investments in renewable energy and infrastructure modernization. He played a key role in advancing the company's clean energy transition and improving customer service. His leadership has been characterized by a focus on innovation, sustainability, and community engagement. He is now managing 28100 employees.
The Southern Company Utilities Stock: Key Questions Answered
What does the AI Score mean for SOJE?
SOJE holds an AI Score of 56/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers. The Southern Company, established in 1945, is a holding company that generates and sells electricity and distributes natural gas.
Is SOJE a good stock?
Stock Expert AI does not rate SOJE buy, sell or hold. The Southern Company carries a MoonshotScore of 56/100 on the five-pillar engine, a research rating against its peers. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about SOJE stock?
Analyst consensus on The Southern Company stock reflects a stable outlook, driven by its regulated utility operations and dividend yield. Key valuation metrics, such as the P/E ratio of 21.04, suggest a fair valuation relative to its earnings.
What are the key factors to evaluate for SOJE?
The Southern Company (SOJE) holds an AI score of 56/100 (moderate). P/E: 21.04x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SOJE data refresh on this page?
SOJE's price was last updated on Sep 10, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SOJE's recent stock price performance?
The Southern Company (SOJE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable revenue stream from regulated utility operations. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SOJE overvalued or undervalued right now?
The Southern Company (SOJE) trades at 21.04x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of SOJE?
Yes, most major brokerages offer fractional shares of The Southern Company (SOJE) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track SOJE's earnings and financial reports?
The Southern Company (SOJE) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for SOJE earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- Analyst consensus is a general summary and may not reflect all individual opinions.
- Risk factors are based on current market conditions and may change over time.