The Southern Company
SO · Utilities · · USDFahodi Score HOLD Mid-term (Position)
58
/ 100
Technical
75
Trend & RS
65
Momentum
60
Fundamental
56
Macro
24
Liquidity
90
| Component | Score | Weight |
|---|---|---|
| Technical | 75.0 | 20% |
| Trend & RS | 64.6 | 30% |
| Momentum | 60.0 | 15% |
| Fundamental | 55.6 | 10% |
| Macro | 23.6 | 20% |
| Liquidity | 90.3 | 5% |
Trade Setup
| Entry | 93.34 |
| Stop Loss | 89.70 (3.9%) |
| Target 1 (1:1) | 96.98 (+3.9%) |
| Target 2 (2:1) | 100.62 (+7.8%) |
| ATR(14) | 1.82 (1.9%) |
| Risk per Share | 3.64 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 71.8 | +0.87 | |
| Momentum | 54.6 | +0.18 | |
| Quality | 35.2 | -0.59 | |
| Composite | 53.9 | ||
Quality Scores
Piotroski F-Score
5
/9 —
Average
✓
✓
✗
✗
✗
✗
✓
✓
✓
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
Insufficient Data
Valuation vs Peers Overvalued
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 21.3 | 16.0 | +33% above |
| P/B Ratio | 2.4 | 1.8 | Above |
| Dividend Yield | 3.3% | 3.5% | Below avg |
Comparing against Utilities median multiples.
Trading at a premium to sector peers — verify growth justifies premium.
Intrinsic Value (DCF) Fairly Valued
Intrinsic Value
85.71
vs
Market Price
93.34
Upside
-8.2%
| Margin of Safety | -8.9% |
| Stage 1 PV (5yr FCF) | 22,484,786,319 |
| Terminal Value PV | 76,114,819,834 |
| Total Enterprise Value | 98,599,606,153 |
Assumptions
| Base FCF | 4,030,871,813 |
| Growth Rate (5yr) | 13.0% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
38.24%
Full Kelly
19.12%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 58/100. Estimated win rate 57%, avg win 8.5%, avg loss 3.8%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary STRONG BUY
3
Bullish Signals
1
Bearish Signals
61.89
RSI(14)
1.7567
MACD
Relative Strength (RS) NEUTRAL
61
/ 99
RS Rating
O'Neil filter: <80
| RS vs SPY | → FLAT (+6.5% vs SPY 3M) |
| RS vs Sector | INLINE (Utilities) |
| RS New High | ✓ RS at 3-month high Institutional accumulation signal |
| Sector Outperformance | -2.5% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
NEUTRAL:
In line with the market — no strong outperformance or underperformance.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 61.89 | NEUTRAL |
| Macd | 1.7567 | BULLISH |
| Ma Cross | 88.1 / 91.62 | DEATH CROSS |
| Trend Short | ABOVE SMA50 | |
| Trend Long | ABOVE SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 2.34x | HIGH |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 99.58 |
| Bollinger Upper | 96.21 |
| SMA(200) | 91.62 |
| SMA(50) | 88.1 |
| SMA(20) | 91.32 |
| Current Price | 93.34 |
| Bollinger Lower | 86.43 |
| 52-Week Low | 81.69 |
| ATR(14) | 1.82 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
DISTRIBUTION C
Confidence
78%
Upthrust (potential)
Acc: 1.0 |
Dist: 3.5 |
Markup: 0.0 |
Markdown: 0.0
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 0.9x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 0.89x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.76x | Normal bar — no special VSA pattern |
| 2026-11-04 | Stopping Volume | 2.76x | High volume, wide spread, but closes mid — absorption of supply |
| 2026-11-05 | Normal | 2.34x | Normal bar — no special VSA pattern |
Ichimoku Cloud BULLISH
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 93.06 | Above Kijun |
| Kijun-sen (26) | 88.87 | Base line |
| Senkou A | 90.96 | Leading span A |
| Senkou B | 88.70 | Leading span B |
| Cloud | 88.70 – 90.96 | Bullish (Green) |
| Price vs Cloud | 93.34 | Above Cloud |
| Chikou Span | 83.47 | Bullish |
| Alignment Score | 4/4 | BULLISH |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE OFF
No squeeze
Momentum:
BULLISH FADING
BB: 86.43 – 96.21 | KC: 88.57 – 94.07
Divergences (last 60 bars)
| Type | Indicator | Bars Ago | Strength |
|---|---|---|---|
| Regular Bearish | RSI | 4 | |
| Regular Bearish | RSI | 11 | |
| Regular Bearish | MACD | 11 |
Anchored VWAP
VWAP: 89.31
Anchor: 2026-09-29 (52w Low)
ABOVE AVWAP
+4.5%
Heikin-Ashi Trend
WEAKLY BULLISH
Full data via /api/advanced/SO
Valuation
| Metric | Value |
|---|---|
| Market Cap | 107.37B |
| P/E (TTM) | 21.31 |
| Forward P/E | N/A |
| P/B | 2.41 |
| EPS | 4.38 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 13.0% |
| Profit Margin | 16.0% |
| ROE | 11.9% |
| Debt/Equity | 168.49 |
| Current Ratio | 0.84 |
| Dividend Yield | 3.3% |
| Payout Ratio | N/A |
| Beta | N/A |
Trading Data
93.34
Open
93.34
Day High
93.34
Day Low
15.87M
Volume (2.5x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)