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SOT

The Southern Company
Chart
€80.56
Latest Week 2026-06-05
UtilitiesUtilities - Regulated ElectricLARGE
Snapshot 2026-06-07 · 0.0w · Fresh
0.08
OS Score
26.0%
Value
16.0%
Quality
43.0%
Momentum
4/9
F-Score
0.204
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
1 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
8.8%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
26.0%ile
P/E
20.8×
P/S
3.0×
P/B
2.4×
E/P
0.0480
FCF Yield
-0.021
EBITDA/EV
0.088
SH Yield
0.010
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
68.00000000
/100 — 1=cheapest
VC2 (Trending Value)
68.00000000
/100
VC3 (Buyback)
70.00000000
/100
Negative FCF yield (-2.1%) — the business is currently cash-consumptive.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
16.0%ile
ROE
0.118
ROA
0.028
Net Margin
0.145
Op Margin
0.242
GPA
0.092
Current
0.65
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.106
Earn Growth
-0.031
Stability
0.439
lower=better
Accruals
-0.034
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
43.0%ile
6M Return
9.5%
Vol 252d
19.3%
Vol 60d
42.4%
↑ Expanding
Max DD 12M
-8.1%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (42%) is expanding vs long-term (19%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.08
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Utilities · 22 peers
Sector Value %ile
26.1%
Sector Quality %ile
39.1%
P/E z-score
0.24
P/B z-score
0.44
Sector Avg OS
35.3%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
EOAN E.ON SE 75.0% 73.0% 19.0% 73.0%
ENA Endesa, S.A. 75.0% 37.0% 82.0% 83.0%
UN0 Uniper SE 63.0% 70.0% 7.0% 67.0%
OEWA VERBUND AG 61.0% 63.0% 58.0% 29.0%
GZF Engie SA 57.0% 57.0% 7.0% 85.0%
D2G Ørsted A/S 56.0% 92.0% 16.0% 4.0%
PCG PG&E Corporation 56.0% 71.0% 13.0% 48.0%
IBE1 Iberdrola, S.A. 53.0% 29.0% 66.0% 75.0%
Factor Interactions
Volatility Expanding
60-day vol (42%) significantly exceeds 252-day (19%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
45.5% avg (7 factors)
Quality
D
42.0% avg (7 factors)
Momentum
C
49.3% avg (1 factors)
Risk
A
84.5% avg (1 factors)
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.080—1—
Value %ile0.260—1—
Quality %ile0.160—1—
Momentum %ile0.430—0—
F-Score4.000—1—
Confidence0.879—1—
Volatility0.193—1—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
20.81
Earnings Yield (E/P)
0.0480
Price / Sales
3.01
Price / Book
2.45
Price / Cash Flow
9.29
FCF Yield
-2.1%
EBITDA / EV
8.8%
Sales Yield (1/P·S)
0.1819
Shareholder Yield
Div + net buyback / mktcap
1.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
11.8%
Return on Assets
2.8%
Net Margin
14.5%
Operating Margin
24.2%
Gross Profit / Assets
Novy-Marx GPA
9.2%
Current Ratio
0.65
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.034
MomentumPrice trend strength over different horizons
6M Return
9.5%
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
10.6%
Earnings Growth (YoY)
-3.1%
Earnings Stability (CV)
Lower = more stable
0.439
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
4
Dividend Yield
3.4%
Buyback Yield
-2.3%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
68
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
68
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
70
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity