Stocks / SO
SO stock forecast
SOUTHERN CO · Utilities · Utilities - Regulated Electric
The model's rating
Greatly Underperform
SO is rated Greatly Underperform as of September 29, 2026: its medium-term return forecast is in the bottom fifth of the stocks the model scores.
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SO is not among the 20 largest holdings published for 2026 Q4. See the portfolio
SO against the S&P 500
| Period | SO | S&P 500 (SPY) |
|---|---|---|
| 1 month | -5.8% | -0.3% |
| 3 months | -12.1% | +2.5% |
| Year to date | -2.6% | +12.7% |
| 1 year | -9.7% | +15.7% |
Total return, dividends included.
Key numbers
| Price | $82.89 |
| Market cap | 95.35 Billion |
| P/E (trailing 12 months) | 19.9 |
| P/S (trailing 12 months) | 3.2 |
| P/B (latest quarter) | 2.6 |
| Gross margin | 43.3% |
| Net profit margin | 15.4% |
| Return on equity | 11.9% |
| Beta | -0.2 |
As of July 29, 2026.
SO and its closest peers
| Stock | Company | Market cap | Model rating | |
|---|---|---|---|---|
| DUK | DUKE ENERGY CORP | 88.89 Billion | Underperform | SO vs DUK |
| AEP | AMERICAN ELECTRIC POWER CO INC | 64.59 Billion | Underperform | SO vs AEP |
| D | DOMINION ENERGY INC | 53.23 Billion | Underperform | SO vs D |
| ETR | ENTERGY CORP | 46.32 Billion | Underperform | |
| XEL | XCEL ENERGY INC | 44.02 Billion | Greatly Underperform | |
| EXC | EXELON CORP | 41.7 Billion | Underperform |
Questions
What does the Upfront Investment model say about SO?
The model rates SOUTHERN CO (SO) "Greatly Underperform" as of September 29, 2026, which means its medium-term return forecast is in the bottom fifth of the stocks the model scores. The rating is a statistical forecast, not a recommendation to buy or sell.
How is the SO rating produced?
A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.
Is SO in the Upfront Investment model portfolio?
SO is not among the 20 largest holdings published for 2026 Q4.
The rating is the output of a statistical model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.