The Southern Company (SO) Fair Value 2026

SO · Utilities - Regulated Electric ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

6.7 /10

32 fundamental signals · 9 models active

Value Trap Risk

SAFE (18/100)

Quick Summary — As of 2026-08-28, The Southern Company (SO) trades at $88.25, versus a $54.24 median fair value across its 9 active models — 38.5% below the current price. QOC: 6.7/10. Value Trap Risk: 18/100 (SAFE). 9/13 models active.

Key Facts

Ticker
SO
Price
$88.25
Quality Score
6.7/10
Value Trap Risk
18/100
Models Active
9/13
Last Updated
Strength: 9 independent models provide multi-angle coverage
Risk: Majority of models suggest overvaluation

Is The Southern Company (SO) Undervalued or Overvalued in 2026?

According to CirclFi’s 9-model valuation engine, The Southern Company (SO) appears overvalued as of : the median of 9 independent fair value estimates is $54.24, 38.5% below the current price of $88.25. Estimates range from $9.93 to $117.69. SO scores 6.7/10 on fundamental quality and 18/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.4% versus its own 13-model consensus, across 3,809 rated companies as of 2026-08-28. SO’s -38.5% gap is wider than that market norm, and the Utilities - Regulated Electric sector median is -25.4%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy The Southern Company Stock in 2026? →

What Fair Value Does Each Model Give SO?

9 Intrinsic Value Models vs. Current Price ($88.25)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $9.93 -88.7%
Ensemble · Low Conviction
 $49.67 -43.7%
Intrinsic · High Conviction
 $27.90 -68.4%
Intrinsic · High Conviction
 $54.24 -38.5%
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What Is SO's Fair Value Range?

Spread across 9 independent models · $9.93 to $117.69

CirclFi's 9 active models place The Southern Company (SO) between $9.93 and $117.69 per share, a spread of 199% of the median. The median of that range — $54.24 — is the fair value CirclFi publishes for SO, against a current price of $88.25.

Low · EPVHigh · Regime Cross
$9.93median $54.24$117.69
Where the range comes from
Most bearish modelEarnings Power Value (EPV)$9.93
Most bullish modelRegime Cross-Sectional$117.69
Model agreement1 bullish · 7 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for SO. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on SO, not a CirclFi price target. How each model works →

What Is The Southern Company (SO) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, The Southern Company's intrinsic value is estimated at $54.24. Trading at its current price of $88.25, the valuation engine raises significant caution: 7 of 9 models flag downside risk, projecting a median implied return of -38.5%. The most optimistic model, Regime Cross, places fair value at $117.69 (+33.4%), while EPV — the most conservative — estimates $9.93 (-88.7%). This +122.1% gap reflects genuine analytical uncertainty about The Southern Company's intrinsic worth. Among models with highest confidence, EPV lean bearish — adding weight to the bearish side of the thesis.

What Do the Models Say About SO?

9 of 13 models are currently active for SO. Of these, 1 model suggests upside while 8 models suggest overvaluation. Taken together, their median fair value for SO is $54.24 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does SO Rank in Utilities - Regulated Electric?

Among 40 Utilities - Regulated Electric stocks, SO ranks #34 by Quality of Company score. CirclFi's QOC score of 6.7/10 evaluates 32 fundamental signals. A score of 6.7 indicates above-average quality.

The Southern Company's positioning within the Utilities - Regulated Electric segment means that customer growth rate plays an outsized role in fundamental analysis. The sector's unique characteristics — including constructive regulatory environment — shape both the opportunity set and risk profile.

Is SO a Value Trap?

CirclFi's Value Trap algorithm assigns SO a score of 18/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

9 of 13 models are active for The Southern Company. Moderate coverage provides meaningful perspective. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, The Southern Company earns a quality score of 6.7/10. This respectable rating reflects the company's standing across 32 fundamental signals spanning profitability, growth consistency, balance sheet strength, and capital allocation efficiency.

The gap between the most bullish and bearish model spans +122.1% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every SO valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across SO's 9 active models, average confidence is 47%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy The Southern Company Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Utilities - Regulated Electric Stocks Should You Also Analyze?

11 related Utilities - Regulated Electric stocks with 13-model coverage

EMAEmera IncorporatedQOC 6.8TXNMTXNM Energy, Inc.QOC 6.6DDominion Energy, Inc.QOC 6.8FEFirstEnergy Corp.QOC 6.5HEHawaiian Electric Industries, Inc.QOC 6.9EDNEmpresa Distribuidora y Comercializadora Norte Sociedad AnónimaQOC 6.5CEPUCentral Puerto S.A.QOC 8.1EIXEdison InternationalQOC 7.4OGEOGE Energy Corp.QOC 7.1CIGCompanhia Energética de Minas Gerais - CEMIGQOC 8.5GNEGenie Energy Ltd.QOC 8.4

Read investment analysis: EMA · TXNM · D · FE · HE · EDN · CEPU · EIX · OGE · CIG · GNE

Which Other Stocks Have a Similar Quality Score to SO?

7 companies across all industries closest to SO’s Quality of Company score of 6.7/10.

KTKT CorporationQOC 6.7KCKingsoft Cloud Holdings LimitedQOC 6.7MTUSMetallus Inc.QOC 6.7BXMTBlackstone Mortgage Trust, Inc.QOC 6.7INSMInsmed IncorporatedQOC 6.7CRNXCrinetics Pharmaceuticals, Inc.QOC 6.7NVDANVIDIA CorporationQOC 10.0

Read investment analysis: KT · KC · MTUS · BXMT · INSM · CRNX · NVDA

What Else Do Investors Ask About The Southern Company’s Valuation?

What is The Southern Company's intrinsic value in 2026?

CirclFi puts The Southern Company (SO)'s intrinsic value at $54.24 — the median of 9 independent model estimates as of 2026-08-28, ranging from $9.93 to $117.69. The Quality of Company score is 6.7/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is SO overvalued or undervalued right now?

At $88.25, 1 of 9 active models suggest SO may be undervalued, while 8 indicate potential overvaluation. The median of all 9 fair value estimates is $54.24, 38.5% below the current price of $88.25 — a consensus view that SO is overvalued. The assessment depends on which methodology best fits The Southern Company's business model in Utilities - Regulated Electric.

What does a Quality of Company score of 6.7 mean for SO?

The Southern Company's QOC of 6.7/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores between 5-7 reflect moderate fundamentals with areas for improvement.

How many valuation models does CirclFi run on SO?

CirclFi analyzes SO with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 9 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on SO?

Of the 9 models currently active on SO, Regime Cross-Sectional is the most bullish at $117.69 per share, and Earnings Power Value (EPV) is the most bearish at $9.93. CirclFi's published fair value for SO is the median of that range, $54.24, not either extreme. The gap between the two ends equals 199% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is SO a value trap in 2026?

The Southern Company's Value Trap score is 18/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 9-model valuation engine, The Southern Company (SO) has a median fair value of $54.24 — 38.5% below the current price of $88.25 — as of 2026-08-28.” Source: circlfi.com/stock/SO/ · Methodology
Primary sources for this SO valuation
  • Financial statements: The Southern Company 10-K and 10-Q filings on SEC EDGAR (CIK 0000092122) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for SO as of ; valuations recomputed .

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