Southern Co.

SO CONSTRUCTIVE LOW EQUITY DEMO

$130.05 -0.28% 1-day change from the stored snapshot · 27 hours ago

DEMO DATASET last stored bar 2026-10-23 · scores computed 2026-10-23 17:35:23 · every figure below is read from these rows, nothing is computed in the browser

Price · stored daily bars

126 bars ending 2026-10-23 · demo data

Indicators are computed from the same stored closes the score used; the forecast fan is drawn from qm_predictions, not from a live model call. how this is drawn

Open$129.45

Day range$131.00 / $129.11

Prev close$130.41

Volume9.00M

RVOL 30d1.41×session volume over stored 30-day average

Avg $ volume$796M

Market cap$70.6B

HV2013.2% ann.

Beta0.31

RSI(14)68.0

ATR %2.36%

Max drawdown-34.6%

52-week rangefrom $115.18 to $179.92

52-week low / high$115.18 / $179.92

From 52w high-27.7%

Liquiditynot storeddays of average volume to fill 1% of float

Forecast

Stored scenarios from the last pipeline run. The model that wrote them is named on each row; no forecast is generated when you look at this page.

Horizon	Ref	Bull high	Base range	Bear low	P10 → P90	P(up)	Confidence	Risk
1D 2026-10-23 17:35:23	130.05	131.35 +1.0%	129.40 → 130.70 -0.5% … +0.5%	128.75 -1.0%	129.40 → 131.35	54.0%	70 760 bars, blended vol 15%, score 60, coverage 100%%	LOW HV 14.5% ann. · 760 bars
5D 2026-10-23 17:35:23	130.05	132.65 +2.0%	128.75 → 131.35 -1.0% … +1.0%	127.45 -2.0%	128.75 → 132.65	55.0%	70 760 bars, blended vol 15%, score 60, coverage 100%%	LOW HV 14.5% ann. · 760 bars
1M 2026-10-23 17:35:23	130.05	135.25 +4.0%	128.75 → 132.65 -1.0% … +2.0%	126.15 -3.0%	126.15 → 133.95	55.0%	70 760 bars, blended vol 15%, score 60, coverage 100%%	LOW HV 14.5% ann. · 760 bars
3M 2026-10-23 17:35:23	130.05	139.80 +7.5%	128.10 → 133.95 -1.5% … +3.0%	122.25 -6.0%	124.20 → 137.85	55.0%	70 760 bars, blended vol 15%, score 60, coverage 100%%	LOW HV 14.5% ann. · 760 bars
6M 2026-10-23 17:35:23	130.05	143.71 +10.5%	126.15 → 135.90 -3.0% … +4.5%	120.30 -7.5%	122.25 → 141.75	55.0%	70 760 bars, blended vol 15%, score 60, coverage 100%%	LOW HV 14.5% ann. · 760 bars
12M 2026-10-23 17:35:23	130.05	149.56 +15.0%	123.55 → 139.80 -5.0% … +7.5%	113.79 -12.5%	120.30 → 146.31	55.0%	70 760 bars, blended vol 15%, score 60, coverage 100%%	LOW HV 14.5% ann. · 760 bars

Bull case

If a volatility-compressed setup resolving upward would accelerate the move, the upside path is the 80–95th percentile band shown here.

band +0.5% … +1.0% · 130.05 – 130.05

Base case

mildly positive

band -0.5% … +0.5% · 130.05 – 130.05

Bear case

Downside triggers: a market-wide risk-off move alone can carry the 5–20th percentile band. Treat the 5–20th percentile band as the stress case for sizing, not as a worst case.

band -1.0% … -0.5% · 130.05 – 130.05

Catalysts the model is watching

Earnings report 2026-10-23 (after close)
Street target implies 4.9%

Key risks & invalidation

Binary event: 2026-10-23

Model assumptions

Realised volatility stays near its recent level (blended 14.5% annualised).
The scoring tilt persists over the window; no structural break (fraud, delisting, forced guidance cut).
Returns are approximated as lognormal; fat tails are handled by widening, not by point forecasts.
Index regime assumed: sideways.
Close below the 143.57 support band or the strategy stop.
Earnings or regulatory headline that changes forward estimates by more than the modelled window σ.
Volatility expanding beyond 23% annualised invalidates position sizing.
Loss of the fundamental pillars used in the score (guidance cut, covenant breach, auditor change).

Reference price 130.05 at 2026-10-23 17:35:23 · regime at generation sideways · data demo · freshness 0s. These bands are conditional distributions from stored inputs, not advice or a promise about outcomes.

Fundamentals

Latest stored period · FY2026 · filed 2026-12-31

snapshot JSON

Revenue$13.2BYoY +0.6%

EPS (TTM)5.81growth -0.0%

Net income$3.15B

Free cash flow$2.24Bmargin 24.4%

Gross margin52.7%

Operating margin26.1%

ROE20.9%

ROIC10.9%

Debt / equity1.84

Current ratio0.75

Interest cover5.51×

Net debt$1.83B

P/E21.96×

P/E forward21.96×

PEGnot stored

P/S · P/B · EV/EBITDA5.23 · 4.59 · 15.14

Dividend yield5.52%payout 35%

Buyback yield-0.88%

Profit margin23.8%

Cash$1.67B

Stored periods (raw rows, newest first)

Period	Revenue	Revenue YoY	EPS	Gross margin	Op margin	FCF margin	ROE	Filed
FY2026 FY	$13.2B	+0.6%	5.81	52.7%	26.1%	24.4%	20.9%	2026-12-31
FY2025 FY	$13.5B	-1.3%	5.92	51.2%	26.3%	21.0%	13.4%	2025-12-31
FY2024 FY	$13.3B	+1.1%	5.82	56.2%	24.6%	20.7%	11.6%	2024-12-31
FY2023 FY	$13.6B	+1.4%	5.96	56.8%	26.3%	16.8%	23.4%	2023-12-31
Q4 2026 Q	$3.40B	+1.4%	1.49	56.8%	26.3%	16.8%	23.4%	2026-07-01

Earnings and estimates

Next stored report 2026-12-10 · 0 day(s) away

Implied move3.4%from the stored option chain

EPS estimate1.56

Revenue estimate$3.31B

Consensus index61.7stored on 0–100 in the snapshot; higher = more constructive

% buy ratingsnot storednull on this row — the snapshot job did not store it

Target upsidenot stored

Gap risk0.32%median overnight gap

Time of daybmo

Report	EPS est	EPS actual	Surprise	Rev est	Rev actual	Guidance	Source
2026-12-10	1.56	not stored	not stored	$3.31B	not stored	none	synthetic_demo
2026-10-23	1.56	not stored	not stored	$3.31B	not stored	none	synthetic_demo
2026-07-19	1.39	1.42	+1.9%	$3.31B	$3.36B	raise	synthetic_demo
2026-06-01	1.53	1.49	-2.2%	$3.31B	$3.28B	raise	synthetic_demo
2026-04-14	1.40	1.60	+14.1%	$3.31B	$3.34B	maintain	synthetic_demo
2026-02-25	1.52	1.43	-5.5%	$3.31B	$3.46B	maintain	synthetic_demo
2026-01-08	1.57	1.40	-10.7%	$3.31B	$3.46B	raise	synthetic_demo
2025-11-21	1.37	1.52	+11.3%	$3.31B	$3.19B	raise	synthetic_demo

As of	Horizon	EPS avg	EPS high	EPS low	Revenue	Analysts	90d revisions
2026-10-23	FY1	6.11	7.22	5.57	$14.2B	27	9 / 2
2026-10-23	FY2	6.11	6.99	5.73	$13.5B	13	1 / 1
2026-10-23	Q1	1.70	2.00	1.68	$3.58B	16	7 / 1
2026-10-23	Q2	1.54	1.70	1.47	$3.54B	7	1 / 1

Analyst actions

Stored rating changes and targets. The consensus numbers are the same ones the sentiment component read.

Date	Firm	Action	From	To	Target	Consensus	% buy
2026-10-07	Halcyon Partners	maintained	Outperform	Outperform	$125.48	4.38	3%
2026-09-02	Blue Harbor Capital Research	maintained	Hold	Hold	$130.76	4.38	4%
2026-07-07	Meridian Research	downgrade	Buy	Buy	$115.91	4.38	5%
2026-05-22	Northgate Securities	downgrade	Buy	Outperform	$162.88	4.38	10%
2026-04-07	Northgate Securities	downgrade	Buy	Buy	$147.21	4.38	11%

Ownership, insiders and short interest

Inst. position change-61.6%reported change vs the prior stored quarter

Net insider (USD)$-26.7M

Short % of float11.7%

Days to cover20.5

Period end	Holder	Type	Shares	Value	% float	Change
2026-09-01	Vanguard Index Group	fund	28.4M	$3.69B	8.4%	not stored
2026-09-01	Vanguard Index Group	fund	28.4M	$3.69B	8.4%	not stored
2026-09-01	Vanguard Index Group	fund	28.4M	$3.69B	8.4%	not stored
2026-09-01	Vanguard Index Group	fund	28.4M	$3.69B	8.4%	not stored
2026-09-01	Vanguard Index Group	fund	28.4M	$3.69B	8.4%	not stored
2026-09-01	State Street Global Advisors	fund	17.2M	$2.24B	5.1%	not stored
2026-09-01	State Street Global Advisors	fund	17.2M	$2.24B	5.1%	not stored
2026-09-01	State Street Global Advisors	fund	17.2M	$2.24B	5.1%	not stored

Trade date	Owner	Title	Type	Shares	Price	Value	Owned after
2026-09-30	Demo Officer 7AA475	Director	Sale - Open Market	205k	$142.62	$26.7M	5.35M
2026-07-13	Demo Officer 260405	General Counsel	Grant	172k	$119.09	$22.4M	5.67M
2026-06-20	Demo Officer AE05C8	Director	Buy - 10b5-1 Plan	18.8k	$149.50	$2.45M	649k
2026-02-16	Demo Officer 954C8E	VP, Product	Option Exercise (option)	140k	$131.44	$18.2M	729k

Dividends and splits

Ex-date	Pay date	Amount	Frequency	Yield at ex
2026-09-11	2026-09-29	$1.795	quarterly	5.52%
2026-06-12	2026-06-30	$1.802	quarterly	5.52%
2026-03-20	2026-04-07	$1.809	quarterly	5.52%
2025-12-05	2025-12-23	$1.817	quarterly	5.52%
2025-08-29	2025-09-16	$1.824	quarterly	5.52%
2025-06-13	2025-07-01	$1.831	quarterly	5.52%
2025-03-21	2025-04-08	$1.838	quarterly	5.52%
2024-12-13	2024-12-31	$1.845	quarterly	5.52%
2024-09-20	2024-10-08	$1.852	quarterly	5.52%

Nothing stored yet.

Options

No chain stored for this symbol

Full chain Flow

No option chain stored.

Chains are only stored for symbols the options job covers, and only for the expiry it snapshots.

Open the flow page for a symbol that has data, or run the options ingestion.

News mentioning SO

Stored headlines linked to this security, newest first. Sentiment scores come from the stored scorer, not from this page.

No stored headline mentions this symbol.

Score

qm_ai_scores row #849

60.0

composite / 100 · model score-1.0.0

CONSTRUCTIVE risk LOW confidence 65

Technical 25 64.2

Fundamental 25 59.1

Momentum 15 51.9

Sentiment 10 58.4

Institutional 10 26.0

Risk 15 86.4

Why the model scored it this way

RISK Correlation 96
Correlation to benchmark 0.63-year rolling: 0.32
RISK Liquidity 96
Average $796M traded per session
RISK Sector Risk 95
Sector average volatility 15.6%
RISK Gap Risk 95
Median overnight gap 0.32% — position sizing must survive opens
SENTIMENT Estimate Revisions 92
Net EPS estimate revisions (90d): 13
RISK Volatility 90
20-day realised volatility 13.2% annualised
RISK Market Risk 85
Benchmark volatility 20.1% · regime: Sideways · normal vol · risk-off
SENTIMENT Analyst Consensus 16
Analyst consensus score 4.38 (1=Strong Buy, 5=Sell) across 5 ratings
FUNDAMENTAL Free Cash Flow 82
FCF margin 24.4%
SENTIMENT Sentiment Delta 82
30-day sentiment change 9 pts
RISK Beta 81
Beta 0.31 vs the reference index
FUNDAMENTAL Operating Margin 79
Operating margin 26.1%
TECHNICAL Volatility Compression 78
Bollinger width 12.6%
INSTITUTIONAL Institutional Flows 22
Reported 13F-style positioning change -61.7% vs prior quarter2026-09-01

Scored on synthetic demonstration data. Directionally realistic, not a forecast of any real market.

Category ranks

Position among scored securities in each evidence category.

Category	Score	Rank	Evidence
INCOME	88.7	1	Yield 5.52% · payout 35% · FCF margin 24.4%
INCOME	88.7	1	Yield 5.52% · payout 35% · FCF margin 24.4%
INCOME	88.7	1	Yield 5.52% · payout 35% · FCF margin 24.4%
INCOME	88.7	1	Yield 5.52% · payout 35% · FCF margin 24.4%
INCOME	88.7	1	Yield 5.52% · payout 35% · FCF margin 24.4%
DEFENSIVE	73.6	2	Volatility 13.2% with beta 0.31 and fundamental quality 59
DEFENSIVE	73.6	2	Volatility 13.2% with beta 0.31 and fundamental quality 59
DEFENSIVE	73.6	2	Volatility 13.2% with beta 0.31 and fundamental quality 59
DEFENSIVE	73.6	2	Volatility 13.2% with beta 0.31 and fundamental quality 59
DEFENSIVE	73.6	2	Volatility 13.2% with beta 0.31 and fundamental quality 59

Levels

Stored support/resistance from the snapshot row, not drawn from the chart in the browser.

Resistance (stored): $130.21
Support (stored): $124.82
20-day SMA: $125.79
50-day SMA: $122.89
200-day SMA: $143.57
Trend: up
Above SMA50 / SMA200: yes / no
From 52w high: -27.7%
MACD histogram: 0.328
RSI(14): 68.0
Relative strength (3m): -2.2%
RS rank: not stored /100

Sentiment

Stored buckets (each row is one scoring run over the news window).

Bucket start	Score	Label	Mentions	Method
2026-10-20 13:00	+7%	neutral	23	synthetic demo tone index — not real sentiment
2026-10-20 14:00	+7%	neutral	23	synthetic demo tone index — not real sentiment
2026-10-20 16:00	+7%	neutral	23	synthetic demo tone index — not real sentiment
2026-10-20 17:00	+7%	neutral	23	synthetic demo tone index — not real sentiment
2026-10-23 13:00	+47%	positive	42	synthetic demo tone index — not real sentiment
2026-10-23 14:00	+47%	positive	42	synthetic demo tone index — not real sentiment
2026-10-23 16:00	+47%	positive	42	synthetic demo tone index — not real sentiment
2026-10-23 17:00	+47%	positive	42	synthetic demo tone index — not real sentiment

Catalysts and risks

Stored catalysts

Earnings report 2026-10-23 (after close)
Street target implies 4.9%

Stored risks

Binary event: 2026-10-23

Same sector

Ranked by stored composite score.

Symbol	Price	1d	Score	Stance
AEP	$85.29	-0.01%	65.7	ACCUMULATE
DUK	$40.31	-1.22%	58.7	CONSTRUCTIVE
NEE	$78.32	+0.33%	56.9	NEUTRAL
XLU	$88.00	-0.28%	55.1	NEUTRAL

Validation

Forecasts on this symbol whose horizon has matured, scored against the stored bars.

All models

Nothing to score yet: settle the matured forecasts with php bin/pipeline.php --cmd=settle and this table fills with realised-versus-forecast rows.

Peer comparison

Symbol	Price	1d	Cap	P/E	PEG	P/S	P/B	Rev growth	EPS growth	ROE	Gross	Op margin
AEP	$85.29	-0.01%	$44.5B	16.51×	not stored	3.84×	4.75×	-0.8%	-0.9%	28.8%	53.3%	27.0%
NEE	$78.32	+0.33%	$43.4B	16.01×	9.84	2.84×	2.79×	+0.4%	+1.8%	17.4%	40.4%	18.2%
DUK	$40.31	-1.22%	$20.2B	15.95×	10.69	2.91×	5.78×	+0.2%	+1.8%	36.2%	40.7%	19.4%

What this page did not do.

It did not fetch a quote, call an external model, or extend the chart. It read 156000 stored bar rows in total across the universe (demo data, last trade 2026-10-23), and the score shown here was written at 2026-10-23 17:35 by model score-1.0.0.