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Southern Company

SO Utilities Unknown Updated July 31, 2026
$94.60
52W $83.80 – $100.84
50/100
$106.57B
22.7
0.33
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+1.9%
-1.5%
1.28:1
Moderate

Is SO Bullish or Bearish?

Mixed. Innellis AI committee rates Southern Company (SO) Watch with a composite score of 50/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +10.30 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 — -9.70 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. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Growth Analyst remains cautious — eps declining -6.3% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.2% pays you to wait — Value
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Debt-to-equity of 2.02 adds balance-sheet risk to the value case — Value
  • EPS declining -6.3% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 2.02) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.65 is tight -- limited short-term liquidity cushion — 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 July 31, 2026
Overall Committee Score
50/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 64%
of 45 Utilities peers
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 bearish
32 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -6.3% YoY despite any revenue growth
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
45 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− High leverage (debt-to-equity 2.02) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
58 / 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 2744.14)
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Investment Thesis Evolution

Committee score weakened from 54.2 to 49.7.

Analyst-level changes:
  • Growth Analyst: stance neutral->bearish; score 48->32 (-17); +1 bearish signal(s).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: score 69->61 (-8); +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
41.2
Neutral
MACD Histogram
-0.186
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$93.20
Resistance
$96.40
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$95.55 Below
EMA 21
$95.54 Below
EMA 50
$95.03 Below
EMA 200
$93.36 Above

Fundamental Analysis

Valuation
51
Growth
57
Profitability
0
Financial Health
17
Cash Flow
36
Valuation
P/E Ratio 22.7×
P/B Ratio 2.54×
PEG Ratio 3.27
Dividend Yield 0.03%
52W High $100.84
52W Low $83.80
Quality & Growth
ROE 12.0%
ROA 2.8%
Gross Margin 43.4%
Operating Margin 24.2%
Revenue Growth YoY
Debt / Equity 1.82
AI Fundamental Assessment
P/E ratio of 22.7 (inexpensive relative to a 15-40x range); Price-to-book of 2.5x; PEG ratio of 3.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.2%; Gross margin of 0.4%; Current ratio of 0.79 (tight short-term liquidity); Debt-to-equity of 1.82; Free cash flow margin of 0.3% (thin cash generation); 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
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Explore SO Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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