SO · NYSE · STOCK
Southern (SO) Stock Analysis
$90.11
52W $83.80 – $100.84
47/100
$102.31B
21.3
0.33
Is SO Bullish or Bearish?
Mixed.
Innellis AI committee rates Southern Company (SO) Watch with a composite score of 47/100
, based on 6 analysts with 50% agreement.
Last updated August 24, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +12.81 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -7.19 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 2.02) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Dividend yield of 4.0% pays you to wait — Value
Bear Case
- Debt-to-equity of 2.02 adds balance-sheet risk to the value case — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 18 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
- MACD histogram negative -- bearish momentum — Technical
- Price trading below the lower Bollinger Band -- stretched to the downside — Technical
- High leverage (debt-to-equity 2.02) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 24, 2026
Overall Committee Score
47/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 85%
of 56 Utilities peers
Value Analyst
neutral
50
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 4.0% pays you to wait
− Debt-to-equity of 2.02 adds balance-sheet risk to the value case
Growth Analyst
bearish
38
/ 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
bearish
38
/ 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 18 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst
bearish
32
/ 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.02) amplifies downside in a stress scenario
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
60
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
Investment Thesis Evolution
Committee score moved marginally from 47.2 to 47.2.
Comparing 2026-08-23 to 2026-08-24 (1 day apart).
Technical Analysis
RSI (14)
17.8
Oversold
MACD Histogram
-0.280
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$85.02
Resistance
$89.59
Bollinger %B
-0.05
Below Lower Band
Price vs Moving Averages
EMA 9
$91.65
Below
EMA 21
$92.78
Below
EMA 50
$93.70
Below
EMA 200
$93.19
Below
Fundamental Analysis
Valuation
53
Growth
57
Profitability
56
Financial Health
14
Cash Flow
70
Valuation
P/E Ratio
21.3×
P/B Ratio
2.56×
PEG Ratio
3.08
Dividend Yield
3.37%
52W High
$100.84
52W Low
$83.80
Quality & Growth
ROE
1205.3%
ROA
278.8%
Gross Margin
4339.6%
Operating Margin
2418.7%
Revenue Growth YoY
—
Debt / Equity
1.95
AI Fundamental Assessment
P/E ratio of 21.3 (inexpensive relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 3.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.1%; Return on assets of 2.8%; Net margin of 15.4%; Gross margin of 43.4%; Current ratio of 0.79 (tight short-term liquidity); Debt-to-equity of 1.95; Free cash flow per share is positive (2.26); Most recent quarter beat estimates by 9.6%; 2 consecutive earnings beats; EPS growth decelerating (+140.0% -> -14.4% QoQ); Analyst estimates rising over recent quarters
Get the Full SO Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →