SO Southern Company
too hard · 36
Owner-earnings value$62.03
Price$82.88
Margin of safety
-25.2%
Quality gate · 36/100
⚠ sub-hurdle returns (median roic 6% < 9%) · over-levered (net debt/EBITDA 4.9x > 4x)
Median ROIC6.2%
Gross margin48.3%
Net debt / EBITDA4.9x
FCF conversion-32%
Share count / yr+0.6%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 4.66B |
| Owner-earnings yield | 4.9% |
| Free-cash-flow yield | -3.4% |
| Growth used (normalized) | 0.3% |
| Market-implied growth (reverse DCF) | 7.2% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 4.67B | 0.3% | 4.29B |
| 2 | 4.70B | 0.6% | 3.96B |
| 3 | 4.74B | 0.9% | 3.66B |
| 4 | 4.80B | 1.2% | 3.40B |
| 5 | 4.87B | 1.5% | 3.17B |
| 6 | 4.96B | 1.8% | 2.96B |
| 7 | 5.06B | 2.1% | 2.77B |
| 8 | 5.19B | 2.4% | 2.60B |
| 9 | 5.33B | 2.7% | 2.45B |
| 10 | 5.49B | 3.0% | 2.32B |
Recent news
score · 8 articles
- The Math Doesn't Lie: What It Really Costs to Generate $300 in Dividend Income From Southern Company Stock
- Southern (SO) Signs Google Nuclear Deal As Valuation Upside Faces A Fresh Test
- America Needs More Electricity. Here’s What It Could Mean for DTE Energy
- VST Keeps Writing Checks To Its Shareholders
- 4 Utility Stocks With Reliable Dividends and a Massive New Growth Engine
- Down 7% in 4 Weeks, Here's Why You Should You Buy the Dip in Southern Co. (SO)
- Southern Company Just Inked a Power Agreement With a Leading Big Tech Stock
- Southern Co. (SO) Falls More Steeply Than Broader Market: What Investors Need to Know
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~7%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.