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STOCK COMPARISON

Southern vs Southern Company (The) Series 2: Fair Value & Quality

Both stocks run through our valuation models. Here is how Southern (SO) and Southern Company (The) Series 2 (SOJE) compare, as of Aug 26, 2026.

As of Aug 26, 2026, Fair Value Calculator sees Southern Company (The) Series 2 as the more attractively valued of the two: Southern trades at $89.97 versus a fair value of $58.81 (-35%), while Southern Company (The) Series 2 trades at $16.15 versus $16.36 (+1%).
Southern
SO · USD · Utilities
-35%
upside to fair value
overvalued
Price$89.97
Fair Value$58.81
Quality43/100
Southern Company (The) Series 2
SOJE · USD · Utilities
+1%
upside to fair value
fairly valued
Price$16.15
Fair Value$16.36
Quality44/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

SouthernSouthern Company (The) Series 2
Valuation
24.5×P/E (TTM)—
3.57×P/S (TTM)—
2.99×P/B1.82×
12.2×EV/EBITDA7.6×
2.74×PEG—
3.3%Dividend yield5.9%
$2.96Dividend per share—
Profitability
14%Net margin0%
26%Operating margin0%
11%Return on equity12%
3%Return on assets0%
Growth
8%Revenue growth (YoY)0%
0.3%Avg. growth/yr (3Y)0.3%
7.7%Avg. growth/yr (5Y)7.7%
Balance & size
1.80×Debt / equity1.25×
$108BMarket cap$66B
expensiveGrowth qualityexpensive

Southern Company (The) Series 2 leads: 4 to 5 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Southernof which business quality 40 · market factors 56 Southern Company (The) Series 2of which business quality 41 · market factors 46
ProfitabilityMargins and returns on capital today
32
32
Quality GrowthAre margins and returns improving?
38
38
CashflowEarnings quality: real cash, not paper profit
50
50
Fin. StrengthBalance sheet, leverage, solvency risk
9
17
InvestmentDisciplined investing over empire-building
49
49
Low VolatilityCalm price path (market factor)
98
100
MomentumPrice trend over the last 3–12 months (market factor)
38
31
52W MomentumDistance to the 52-week high (market factor)
38
11
Net IssuanceBuybacks instead of dilution
75
71

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Southern

Earnings-Based$18.52
Dividend Discount$43.51
Multiples$59.70
Asset-Based$21.41
Economic Profit$20.98
Growth Earnings$58.74

15 of 15 models see the stock below the current price.

Southern Company (The) Series 2

Earnings-Based$6.97
Multiples$17.16
Asset-Based$5.93
Economic Profit$8.36
Growth Earnings$16.27

7 of 13 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Southern
Bear $36.59Fair Value $58.81Bull $81.83
$89.97 = current price (white tick)
Southern Company (The) Series 2
Bear $10.19Fair Value $16.36Bull $21.27
$16.15 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Southern · Utilities

Quality score43 · below median
Fair value upside-35% · below median

Southern Company (The) Series 2 · Utilities

Quality score44 · below median
Fair value upside+1% · above median

Bottom line

As of Aug 26, 2026, Fair Value Calculator sees Southern Company (The) Series 2 as the more attractively valued of the two: Southern trades at $89.97 versus a fair value of $58.81 (-35%), while Southern Company (The) Series 2 trades at $16.15 versus $16.36 (+1%).

Southern Company (The) Series 2 has the higher quality score (44/100).

See the full analysis →
Southern · Southern Company (The) Series 2

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.