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SOUTHERN CO

$93.33 ▲ +0.21 (+0.23%) at close

20 Visible periods

31 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Good

Bullish

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Analytical Summary

SOUTHERN CO shows strong fundamentals with top-quartile Debt to Equity and Operating Margin (%). The company's metrics support a bullish outlook for growth-oriented investors.

Market Cap $102.9B

Dividend Yield 3.15%

Revenue Growth 10.6% ↗

Op. Margin 24.7% ↘

ROIC 16.9% ↘

FCF / Share None

Trailing P/E 23.7x

Price / Book 2.9x

FCF Yield —

Debt / Equity 0.02

info Valuation on last close. End-of-day price, Nov 5, 2026.

20-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$29.55B

↑ +10.6% —

Net Income Profit after all expenses

$4.34B

↓ -1.4% —

Operating Margin Operating profit as % of sales

24.7%

↓ -6.8% 81th

trending_up

Bullish Indicators

Debt to EquityDebt to Equity is in the top quartile (lower is better)
Operating Margin (%)Operating Margin (%) is in the top quartile

warning

Bearish Risks

No bearish risks detected.

Health Breakdown

Profitability ↑

Returns ↑

Financial Health →

Dividend History

Dividend / share · sourced from SEC filings

$2.94 Latest / share

+2.8% YoY

+3.2% 12-yr CAGR

$2.08

FY 2014

$2.15

FY 2015

$2.22

FY 2016

$2.30

FY 2017

$2.38

FY 2018

$2.46

FY 2019

$2.54

FY 2020

$2.62

FY 2021

$2.70

FY 2022

$2.78

FY 2023

$2.86

FY 2024

$2.94

FY 2025

Financial view

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Revenue Growth YoY (%)	10.6% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+253%)	5.8% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+94%)	-13.8% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-558%)	26.7% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+789%)	13.4% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+348%)	-4.9% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-262%)	-8.8% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-395%)	2.0% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-33%)	15.8% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+425%)	13.8% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+359%)	-5.3% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-277%)	8.1% Fair ↑ Fair Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+169%)	3.3% Caution ↑ Caution Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+11%)	-6.3% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-311%)	1.2% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-62%)	10.9% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+263%)	-8.1% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-369%)	11.6% Good Good Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+285%)	—	—
EPS Growth YoY (%)	-2.0% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	10.4% Fair → Fair Stable Year-over-year change in earnings per share Optimal: > 10%	11.0% Fair ↑ Fair Improving Year-over-year change in earnings per share Optimal: > 10%	45.1% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-23.4% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-34.9% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	107.8% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	159.5% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-67.3% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-1.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	18.7% Good ↑ Good Improving Year-over-year change in earnings per share Optimal: > 10%	16.5% Good ↑ Good Improving Year-over-year change in earnings per share Optimal: > 10%	-30.4% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	5.1% Fair → Fair Stable Year-over-year change in earnings per share Optimal: > 10%	8.4% Fair ↑ Fair Improving Year-over-year change in earnings per share Optimal: > 10%	14.5% Fair ↑ Fair Improving Year-over-year change in earnings per share Optimal: > 10%	-8.4% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	-1.3% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—	—
Net Income Growth YoY (%)	-1.4% Weak ↓ Weak Declining Year-over-year change in net income	14.3% Fair ↑ Fair Improving Year-over-year change in net income	12.3% Fair ↑ Fair Improving Year-over-year change in net income	48.5% Excellent ↑ Excellent Improving Year-over-year change in net income	-25.6% Weak ↓ Weak Declining Year-over-year change in net income	-34.6% Weak ↓ Weak Declining Year-over-year change in net income	106.3% Excellent ↑ Excellent Improving Year-over-year change in net income	148.4% Excellent ↑ Excellent Improving Year-over-year change in net income	-63.4% Weak ↓ Weak Declining Year-over-year change in net income	3.9% Caution ↑ Caution Improving Year-over-year change in net income	19.9% Good ↑ Good Improving Year-over-year change in net income	18.8% Good ↑ Good Improving Year-over-year change in net income	-29.2% Weak ↓ Weak Declining Year-over-year change in net income	6.5% Fair ↓ Fair Declining Year-over-year change in net income	11.2% Fair ↑ Fair Improving Year-over-year change in net income	19.4% Good ↑ Good Improving Year-over-year change in net income	-5.5% Weak Weak Year-over-year change in net income	1.4% Caution Caution Year-over-year change in net income	—	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	0.3% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	5.0% Caution ↓ Caution Declining Compound annual revenue growth over 3 years	7.4% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	11.0% Good ↑ Good Improving Compound annual revenue growth over 3 years	-0.5% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-4.0% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	2.5% Caution ↓ Caution Declining Compound annual revenue growth over 3 years	10.3% Good ↑ Good Improving Compound annual revenue growth over 3 years	7.6% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	5.2% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	1.9% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	1.5% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-0.7% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	1.7% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	1.0% Weak Weak Compound annual revenue growth over 3 years	4.4% Caution Caution Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	7.7% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	4.5% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	1.5% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	4.9% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	3.0% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	3.1% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	3.0% Caution ↓ Caution Declining Compound annual revenue growth over 5 years	6.6% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	6.8% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	2.4% Caution ↑ Caution Improving Compound annual revenue growth over 5 years	0.0% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	3.2% Caution ↑ Caution Improving Compound annual revenue growth over 5 years	-0.0% Weak Weak Compound annual revenue growth over 5 years	1.5% Caution Caution Compound annual revenue growth over 5 years	—	—	—	—	—	—
EPS CAGR 3Y (%)	6.3% Fair → Fair Stable Compound annual EPS growth over 3 years	21.2% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	7.3% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	-10.2% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	1.2% Caution ↓ Caution Declining Compound annual EPS growth over 3 years	52.0% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	20.8% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	-5.7% Weak → Weak Stable Compound annual EPS growth over 3 years	-27.3% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	11.0% Good ↑ Good Improving Compound annual EPS growth over 3 years	-1.3% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-5.2% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-7.4% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	9.3% Fair ↑ Fair Improving Compound annual EPS growth over 3 years	4.4% Caution Caution Compound annual EPS growth over 3 years	1.2% Caution Caution Compound annual EPS growth over 3 years	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Operating Margin (%) (%)	24.7% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+23%)	26.4% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+32%)	23.1% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+15%)	18.3% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-8%)	16.0% Fair ↓ Fair Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-20%)	24.0% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+20%)	36.1% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+81%)	17.8% Fair ↓ Fair Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-11%)	10.1% Caution ↓ Caution Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-49%)	23.3% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+16%)	24.5% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+22%)	19.7% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	19.0% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	27.0% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+35%)	24.0% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+20%)	21.8% Good → Good Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+9%)	20.8% Good → Good Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	20.5% Good Good Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	21.7% Good Good Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+8%)	—
Effective Tax Rate (%) (%)	16.6% Good → Good Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	18.5% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	11.4% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	18.8% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	10.4% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	11.2% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	27.5% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	16.3% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	13.3% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	27.3% Caution ↓ Caution Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	32.9% Weak → Weak Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	32.5% Weak ↓ Weak Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	33.2% Weak ↓ Weak Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	35.6% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	35.0% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—	—
Profit Margin (%) (%)	14.7% Fair → Fair Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+22%)	16.5% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+37%)	15.2% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+27%)	11.7% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	10.0% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-17%)	15.2% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+27%)	22.1% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+85%)	9.8% Caution → Caution Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-18%)	4.0% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-66%)	12.7% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+6%)	13.9% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+16%)	11.0% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-8%)	10.0% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-17%)	14.6% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+22%)	12.8% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+7%)	11.7% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	10.8% Fair → Fair Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-10%)	10.6% Fair Fair Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-12%)	11.6% Fair Fair Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	—
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Return on Invested Capital (%)	16.9% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	17.3% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	16.4% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	14.3% Good ↓ Good Declining Return earned on debt + equity capital invested Optimal: > 10%	11.9% Good ↓ Good Declining Return earned on debt + equity capital invested Optimal: > 10%	15.5% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	20.4% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	14.2% Good ↑ Good Improving Return earned on debt + equity capital invested Optimal: > 10%	8.4% Fair ↓ Fair Declining Return earned on debt + equity capital invested Optimal: > 10%	13.6% Good ↑ Good Improving Return earned on debt + equity capital invested Optimal: > 10%	14.0% Good ↑ Good Improving Return earned on debt + equity capital invested Optimal: > 10%	12.3% Good ↓ Good Declining Return earned on debt + equity capital invested Optimal: > 10%	11.4% Good Good Return earned on debt + equity capital invested Optimal: > 10%	15.7% Excellent Excellent Return earned on debt + equity capital invested Optimal: > 10%	—	—	—	—	—	—
Return on Capital (%) (%)	4.7% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	4.9% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	4.2% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	4.0% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	2.9% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	4.0% Weak → Weak Stable Operating profit relative to total assets Optimal: > 10%	6.5% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	3.6% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	2.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	4.2% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	5.5% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	5.2% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	5.0% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	7.1% Fair → Fair Stable Operating profit relative to total assets Optimal: > 10%	7.1% Fair → Fair Stable Operating profit relative to total assets Optimal: > 10%	6.9% Caution → Caution Stable Operating profit relative to total assets Optimal: > 10%	6.3% Caution Caution Operating profit relative to total assets Optimal: > 10%	7.3% Fair Fair Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	12.1% Fair → Fair Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+21%)	13.3% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+33%)	12.2% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+22%)	11.3% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+13%)	8.3% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-17%)	11.1% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+11%)	17.2% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+72%)	9.3% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-7%)	3.8% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-62%)	10.2% Fair → Fair Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: At sector avg	11.8% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+18%)	10.2% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: At sector avg	9.0% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-10%)	13.2% Fair Fair Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+32%)	—	—	—	—	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Debt to Equity (x)	0.02x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-98%)	0.04x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-97%)	0.07x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-94%)	0.09x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-93%)	0.05x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-96%)	0.02x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-98%)	0.07x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-94%)	0.12x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-91%)	0.10x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-92%)	0.09x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-93%)	0.07x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-95%)	0.04x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-97%)	0.08x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-94%)	0.05x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-97%)	—	—	—	—	—	—
Interest Coverage (x)	2.25x Caution ↓ Caution Declining Operating income divided by interest expense Optimal: > 5x	2.58x Caution ↑ Caution Improving Operating income divided by interest expense Optimal: > 5x	2.38x Caution → Caution Stable Operating income divided by interest expense Optimal: > 5x	2.66x Caution ↓ Caution Declining Operating income divided by interest expense Optimal: > 5x	2.01x Caution ↓ Caution Declining Operating income divided by interest expense Optimal: > 5x	2.68x Caution → Caution Stable Operating income divided by interest expense Optimal: > 5x	4.46x Fair ↑ Fair Improving Operating income divided by interest expense Optimal: > 5x	2.28x Caution ↓ Caution Declining Operating income divided by interest expense Optimal: > 5x	1.38x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	3.51x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	5.10x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	4.36x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	3.95x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	5.20x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	4.94x Fair ↑ Fair Improving Operating income divided by interest expense Optimal: > 5x	4.25x Fair ↑ Fair Improving Operating income divided by interest expense Optimal: > 5x	3.61x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	4.05x Fair Fair Operating income divided by interest expense Optimal: > 5x	3.75x Fair Fair Operating income divided by interest expense Optimal: > 5x	—
Net Debt (USD)	$-917.00M	$268.00M	$1.57B	$692.00M	$-358.00M	$-456.00M	$80.00M	$1.52B	$309.00M	$266.00M	$-28.00M	$93.00M	$823.00M	$197.00M	$-456.00M	$850.00M	$-51.00M	$536.00M	$-201.00M	$-167.00M
Debt / EBITDA (x)	0.10x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.19x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.40x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.49x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.39x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.12x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.27x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.70x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.05x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.48x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.32x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.22x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.46x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.18x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.20x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.34x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.20x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.27x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—

📊 What does each share earn? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Revenue per Share (USD)	$26.79	$24.38	$23.13	$27.24	$21.78	$19.26	$20.48	$23.03	$23.03	$20.92	$19.22	$20.59	$19.48	$18.99	$20.60	$20.98	$19.80	$22.21	$20.31	—
Basic EPS, GAAP (USD)	$3.94	$4.02	$3.64	$3.28	$2.26	$2.95	$4.53	$2.18	$0.84	$2.57	$2.60	$2.19	$1.88	$2.70	$2.57	$2.37	$2.07	$2.26	$2.29	—
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Dividend per Share (USD)	$2.94	$2.86	$2.78	$2.70	$2.62	$2.54	$2.46	$2.38	$2.30	$2.22	$2.15	$2.08	$2.01	—	$1.87	$1.80	$1.73	$1.66	$1.59	—
Book Value per Share (USD)	$32.65	$30.30	$28.79	$28.29	$26.27	$26.44	$26.30	$24.24	$24.17	$26.03	$22.63	$22.24	$21.67	$21.01	—	—	—	—	—	—
Tangible Book Value per Share (USD)	$27.70	$25.29	$23.73	$23.11	$20.88	$20.99	$20.74	$18.43	$17.03	$18.44	$22.28	$22.24	$21.67	$21.01	—	—	—	—	—	—
Basic Weighted Avg Shares (shares)	1.10B	1.10B	1.09B	1.07B	1.06B	1.06B	1.05B	1.02B	1.00B	951.00M	910.00M	897.00M	877.00M	871.00M	857.00M	832.00M	795.00M	771.00M	756.00M	—

🏦 How resilient is the balance sheet? 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Working Capital (USD)	$-5.97B	$-5.30B	$-3.04B	$-5.31B	$-1.96B	$-3.46B	$-2.73B	$-4.70B	$-3.52B	$-3.19B	$-2.60B	$-3.10B	$89.00M	$-852.00M	$-305.00M	$-589.00M	$289.00M	$132.00M	—	—
Total Equity (USD)	$36.02B	$33.21B	$31.44B	$30.41B	$27.87B	$27.97B	$27.50B	$24.72B	$24.17B	$24.76B	$20.59B	$19.95B	$19.01B	$18.30B	—	—	—	—	—	—

📋 What is driving earnings? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗	FY 2006 Dec 31, 2006 10-K ↗
Sales/Revenue/Turnover (USD)	$29.55B	$26.72B	$25.25B	$29.28B	$23.11B	$20.38B	$21.42B	$23.50B	$23.03B	$19.90B	$17.49B	$18.47B	$17.09B	$16.54B	$17.66B	$17.46B	$15.74B	$17.13B	$15.35B	—
Net Income, GAAP (USD)	$4.34B	$4.40B	$3.85B	$3.43B	$2.31B	$3.10B	$4.74B	$2.30B	$926.00M	$2.53B	$2.44B	$2.03B	$1.71B	$2.42B	$2.27B	$2.04B	$1.71B	$1.81B	$1.78B	—
Operating Cash Flow (USD)	$9.80B	$9.79B	$7.55B	$6.30B	$6.17B	$6.70B	$5.78B	$6.95B	$6.39B	$4.89B	$6.27B	$5.82B	$6.10B	$4.90B	$5.90B	$3.99B	$3.26B	$3.46B	$3.43B	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 4 days ago 20 years · 73 quarters

SOUTHERN CO

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