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SO The Southern Company

Regulated energy utilities provide a defensive-business income comparison. Project costs, regulation and financing needs can affect coverage.

Q-score estimate8.7#94 of 100 assessed stocks

Market capitalization and dividend yield contribute the most. International sales is the largest constraint. Independent estimate from dated inputs, not a publisher Q-score.

Hypothetical investment

Growth of $10,000

Dividends reinvested · no additional contributions

SO would be worth$16,0525-year growth · as of Sep 18, 2026
S&P 500 (SPY)$18,763Same $10,000 · same dates
Total gain / loss+$6,052+60.5% total return
SOS&P 500 (SPY)
Sep 20, 2021 · $10,000 investedSep 18, 2026

Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.

Checking the latest completed session…

Market performance

Total return

Price movement plus reinvested distributions, compared with SPY.

+60.5% over 5 years
1 YEAR TOTAL RETURN-3.4%
Price-6.5%
Dividend+3.1%

Net loss; shares not shown.

#72 return rank · 100 peers
5 YEARS TOTAL RETURN+60.5%+9.9% / yr annualized
Price56% of return+33.7%
Dividend44% of return+26.8%
#41 return rank · 99 peers

Dividend includes all distributions and reinvestment.

Sep 20, 2021Sep 18, 2026
Total return+60.52%
S&P 500 (SPY)+87.63%
Annualized return+9.94%
Largest drawdown-23.28%
Transparent factor breakdown

Why the Q-score estimate is 8.7

Each rank compares this stock with the 100 assessed stocks in the Nanalyze collection.

Official framework
Years increasing dividends2.4
#81 of 100

24 reported increase years. Years / 10, capped at 5 points.

Market capitalization4.1
#26 of 100

$108.76 billion. 2 × log10(market cap in USD billions), limited to 0–5 points.

Dividend yield3.3
#29 of 100

3.13%. 2 × (yield % − 1.5), limited to −2–5 points.

Payout ratio1.0
#75 of 100

75.70%. (90 − payout %) / 15, limited to −2–5 points. Zero or negative payout receives −2 rather than a false coverage reward.

International sales-1.0
#57 of 100

0.00% source geographic share. At most 25%: −1 point; above 25% through 50%: 2.5; above 50%: 5. A verified upper bound is usable only when entirely within the lowest band.

5-year dividend growth-0.7
#87 of 100

2.86%. (5-year growth % − 5) / 3, limited to −2–5 points.

10-year dividend growth-0.4
#89 of 100

3.10%. (10-year growth % − 4) / 2, limited to −2–5 points.

Independent estimate · assessed October 10, 2026. All 100 research stocks use the same rules. Each component is rounded to one decimal before summing; equal totals share a rank. These scores are not Nanalyze’s published Q-scores. Full method

Supplied Quantigence ALL calculator; imported 2026-09-23; effective date unstated. Quantigence Q-Score Calculator - ALL.csv, row 196; source symbol SO. Supplied publisher total: 6.0 (separate scale; not used in this ranking).

Inputs are a supplied calculator snapshot, not live values; its effective date is unstated. Geography and payout definitions are retained as supplied.

A zero geography input is retained from the calculator and is not independent confirmation of no international business.

Income Lens research candidate

Why it is in this section

Regulated energy utilities provide a defensive-business income comparison.

What to investigate

Project costs, regulation and financing needs can affect coverage.

Independent selection; creator ownership or endorsement has not been verified. SDY uses a broader 20-year dividend-increase screen; this does not establish a 25-year record. Q-score not assessed.

SDY issuer holdingsRead the philosophy research