Southern Company (The) 2025 Series A Corporate Units (SOMN)
StalwartFairStock Score: 45/100 — MIXED
Key Financials
| Current Price | $50.51 |
| Market Cap | — |
| P/E Ratio | — |
| ROE | 10.99% |
| Dividend Yield | —% |
| Sector | Utilities |
Strengths
- Solid return on equity of 11.0% above cost of capital
- Established organization with 29,502 employees providing operational scale
AI Analysis
Southern Company (The) 2025 Series A Corporate Units is a micro-cap utilities company. The business generates $30.2 billion in annual revenue with a 1.4% net margin. From a quality standpoint, Southern shows adequate 11% ROE and elevated leverage at 1.90x D/E. Growth dynamics show revenue growing at 10.1% and profit growth of -22.1%. Our composite FairStock Score of 45/100 reflects mixed fundamentals overall. Investors should weigh the business quality against the current price and their own margin of safety requirements.
Bull Case
Improving fundamentals and sector tailwinds could drive meaningful earnings growth, compressing the effective multiple for patient investors. Operational leverage in the business model means incremental revenue growth could disproportionately boost bottom-line profitability.
Bear Case
Macro headwinds or sector-specific disruption could pressure margins, particularly if competitive intensity increases in the utilities space. Regulatory changes, input cost inflation, or demand normalization represent underappreciated risks that could materially impact forward estimates.
Data from SEC filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer