Southern (SO)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from SO's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Southern's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $23.1B | $29.3B | $25.3B | $26.7B | $29.6B |
| Net income | $2.4B | $3.5B | $4.0B | $4.4B | $4.3B |
| Free cash flow | -$1.4B | -$1.6B | -$1.5B | $833M | -$2.9B |
| EPS (diluted) | $2.24 | $3.26 | $3.62 | $3.99 | $3.92 |
| Operating margin | 16.0% | 18.3% | 23.1% | 26.4% | 24.7% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own SO
From each investor's latest 13F filing (what a 13F shows). 5 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $44M | 0.02% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $20M | 0.05% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | $5M | 0.00% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Trimmed | $323,021 | 0.02% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Held | $264,638 | 0.15% | Q2 2026 |
Insider buying
Open-market purchases by Southern's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Dec 2, 2025 | Jared Moskowitz |
0 | $89.04 | — |
| Dec 2, 2025 | Jared Moskowitz |
0 | $89.04 | — |
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In the full deep dive
Questions
Are Southern insiders buying the stock?
2 open-market insider purchases of SO in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Southern?
5 of the superinvestors Investingly tracks hold SO in their latest 13F, including Cliff Asness, Joel Greenblatt, Hersh Cohen.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.