SO
US EQUITY
Utilities
Electric Utilities
CIK: 92122
Southern Company (SO) Quant Factor Diagnostic & Fair Value Model
Southern Company (Ticker: SO) is listed in the Utilities sector (Electric Utilities). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$92.89
-0.99%
Latest Close (2026-10-23)
Market Cap: $7.39B
P/E Ratio: 19.4
Momentum Strength
3M / 12M
-3.72%
1M: +12.06%
12M: -4.71%
Quality (ROE)
Point-in-Time
+13.59%
Trailing Return on Equity
Technical Trend
RSI 14
78.8
SMA50: $87.73
SMA200: $92.30
Valuation Multiplier
Trailing
19.4
Moderate Valuation Corridor (15x - 30x P/E)
📊
Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
SO trades within a typical sector multiple band (19.4x P/E), broadly aligned with trailing earnings.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线整理 (MA20/50)
Piotroski F-Score: 4/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 92122 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-03-31 | 2026-04-30 | $8.40B | $1.36B | $1.23B | $1.20 |
| 10-Q | 2025-12-31 | 2026-04-30 | - | - | - | - |
| 10-Q | 2025-03-31 | 2026-04-30 | $7.78B | $1.33B | $1.25B | $1.21 |
| 10-K | 2025-12-31 | 2026-02-19 | $29.55B | $4.34B | $9.80B | $3.92 |
| 10-K | 2024-12-31 | 2026-02-19 | $26.72B | $4.40B | $9.79B | $3.99 |
| 10-K | 2023-12-31 | 2026-02-19 | $25.25B | $3.98B | $7.55B | $3.62 |
| 10-Q | 2025-09-30 | 2025-10-30 | $7.82B | $1.71B | $7.21B | $1.54 |
| 10-Q | 2024-12-31 | 2025-10-30 | - | - | - | - |
💡 Methodology & Frequently Asked Questions
Key reference details regarding Southern Company (SO) valuation multiples, momentum factors, and point-in-time filing conventions.
How should SO's current valuation multiple be interpreted? ↓
SO trades at a trailing P/E of 19.4x within the Utilities sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are SO's key momentum and technical factor indicators? ↓
As of the latest close, SO shows a 1-month return of +12.06%, 3-month return of -3.72%, and 12-month return of -4.71%, with a 14-day RSI of 78.8. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for SO? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can SO be incorporated into systematic factor models? ↓
SO can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.