NASDAQ · STOCK
Southern Company
$95.61
52W $83.80 – $100.84
70/100
$107.29B
24.7
0.33
Price History (6M)
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Executive Summary
7 analysts weighed in with 43% agreement on a bullish lean. Portfolio Manager: Portfolio position concentration is currently healthy. Risk Analyst: High leverage (debt-to-equity 2.02) amplifies downside in a stress scenario. Overall recommendation: WATCH.
Bull & Bear Case
Bull Case
- Daily trend: uptrend.
- Weekly trend: uptrend.
- Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
- Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
- MACD histogram is negative (-0.015) — bearish momentum.
- Lower Highs / Lower Lows structure confirms bearish price action.
- Risk/reward is unfavorable: 2.5% downside vs 0.8% upside.
AI Investment Committee
Committee Consensus
As of July 11, 2026
Overall Committee Score
70/100
Agreement
80%
Analysts
5
Conviction
High
Value Analyst
neutral
50
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.2% pays you to wait
− Debt-to-equity of 2.02 adds balance-sheet risk to the value case
Growth Analyst
neutral
48
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -6.3% YoY despite any revenue growth
Technical Analyst
neutral
57
/ 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
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
70
/ 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
62
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
bullish
75
/ 100 · Low confidence
The existing book is healthy enough that position-sizing here is a matter of stock selection, not portfolio constraints
+ Portfolio position concentration is currently healthy
Technical Analysis
RSI (14)
49.8
Neutral
MACD Histogram
-0.015
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$93.20
Resistance
$96.40
Bollinger %B
0.57
Inside Bands
Price vs Moving Averages
EMA 9
$95.91
Below
EMA 21
$95.24
Above
EMA 50
$94.52
Above
EMA 200
$92.99
Above
Fundamental Analysis
Valuation
72
Growth
48
Profitability
54
Financial Health
12
Valuation
P/E Ratio
24.7×
P/B Ratio
2.67×
PEG Ratio
—
Dividend Yield
3.19%
52W High
$100.84
52W Low
$83.80
Quality & Growth
ROE
1228.0%
ROA
284.0%
Gross Margin
4003.5%
Operating Margin
2523.0%
Revenue Growth YoY
+874.0%
Debt / Equity
2.02
AI Fundamental Assessment
P/E ratio of 24.7 (inexpensive relative to a 15-40x range); Price-to-book of 2.7x; Revenue growth (YoY) of 8.7%; EPS growth (YoY) of -6.3%; Return on equity of 12.3%; Return on assets of 2.8%; Net margin of 15.1%; Gross margin of 40.0%; Current ratio of 0.65 (tight short-term liquidity); Debt-to-equity of 2.02; Most recent quarter beat estimates by 5.9%; EPS growth accelerating (-65.6% -> +140.0% QoQ); Analyst estimates falling over recent quarters
Key Risks
- MACD histogram is negative (-0.015) — bearish momentum.
- Lower Highs / Lower Lows structure confirms bearish price action.
- Risk/reward is unfavorable: 2.5% downside vs 0.8% upside.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
Get the Full SO Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →
Mobile