Southern Company (SO)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
$88.11-0.74%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
QuarterlyIQ Insights · SO
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $88 SO trades at 2.4× p/b, in line with its 2.0× p/b peer median, and our $87 fair value agrees. It's a high-confidence read. Analysts target $79–$106. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $98.50 | — | — | Analyst | high |
| graham number | 12M | $61.97 | — | — | TTM | high |
| Peer P/B | 12M | $72.64 | 2.0 | 37.11 | TTM | high |
| Peer P/E | 12M | $84.83 | 17.6 | 4.82 | ntm analyst | high |
| Peer P/S | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$79.00 – $106.00 (median $98.50) · 10 analysts · as of 2026-08-13
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $76.97 |
| 2.9 |
| 26.45 |
| TTM |
| high |
| PEG | 12M | $96.46 | 21.0 | 4.60 | TTM | high |
| residual income | 12M | $42.74 | — | — | TTM | high |
| Own P/E history | 12M | $94.85 | 20.6 | 4.60 | TTM | high |
| triangulated | 12M | $110.20 | 23.1 | 4.78 | Triangulated | high |
| Peer P/B | 3Y | $88.77 | 2.0 | 45.35 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $95.47 | 17.6 | 5.42 | Analyst | medium |
| Peer P/S | 3Y | $91.09 | 2.9 | 31.30 | Analyst | medium |
| PEG | 3Y | $113.73 | 21.0 | 5.42 | Analyst | medium |
| Own P/E history | 3Y | $111.83 | 20.6 | 5.42 | Analyst | medium |
| Peer P/B | 5Y | $101.46 | 2.0 | 51.84 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $106.54 | 17.6 | 6.05 | Analyst | high |
| Peer P/S | 5Y | $101.65 | 2.9 | 34.93 | Analyst | high |
| PEG | 5Y | $126.90 | 21.0 | 6.05 | Analyst | high |
| Own P/E history | 5Y | $124.79 | 20.6 | 6.05 | Analyst | high |