Southern Valuation
Is SOT undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
0/6Valuation Score 0/6
Below Future Cash Flow Value
Significantly Below Future Cash Flow Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of SOT when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
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Below Future Cash Flow Value: SOT (CHF71.07) is trading above our estimate of future cash flow value (CHF3.5)
Significantly Below Future Cash Flow Value: SOT is trading above our estimate of future cash flow value.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for SOT?
Key metric: As SOT is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.
| What is SOT's PE Ratio? | |
|---|---|
| PE Ratio | 21.5x |
| Earnings | US$4.66b |
| Market Cap | US$100.28b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | 5.9x |
| Enterprise Value/EBITDA | 12.4x |
| PEG Ratio | 2.1x |
Price to Earnings Ratio vs Peers
How does SOT's PE Ratio compare to its peers?
| Company | Forward PE | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 16.4x | ||
BKW BKW | 17.6x | 3.98% | CHF 6.5b |
REHN Romande Energie Holding | 14.4x | 10.07% | CHF 1.3b |
NEAG naturenergie holding | 6.6x | -14.12% | CHF 1.0b |
CEG Constellation Energy | 27.1x | 17.02% | US$100.9b |
SOT Southern | 21.5x | 10.14% | CHF 100.3b |
Price-To-Earnings vs Peers: SOT is expensive based on its Price-To-Earnings Ratio (21.5x) compared to the peer average (16.4x).
Historical Price to Earnings Ratio
Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.
Fetching historical data
Price to Earnings Ratio vs Industry
How does SOT's PE Ratio compare vs other companies in the European Electric Utilities Industry?
| 0 Companies | Price / Earnings | Estimated Growth | Market Cap |
|---|---|---|---|
| 0 Companies | Estimated Growth | Market Cap |
|---|
Price-To-Earnings vs Industry: SOT is expensive based on its Price-To-Earnings Ratio (21.5x) compared to the European Electric Utilities industry average (15.8x).
Price to Earnings Ratio vs Fair Ratio
What is SOT's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
| Fair Ratio | |
|---|---|
| Current PE Ratio | 21.5x |
| Fair PE Ratio | n/a |
Price-To-Earnings vs Fair Ratio: Insufficient data to calculate SOT's Price-To-Earnings Fair Ratio for valuation analysis.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
| Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
|---|---|---|---|---|---|---|---|
| Current | CHF 71.07 | CHF 81.01 +13.98% | 8.75% | CHF 92.38 | CHF 64.01 | n/a | 19 |
| Sep ’27 | CHF 71.57 | CHF 81.15 +13.39% | 8.69% | CHF 92.25 | CHF 63.92 | n/a | 19 |
| Aug ’27 | CHF 76.84 | CHF 81.50 +6.07% | 8.26% | CHF 92.15 | CHF 63.86 | n/a | 20 |
| Jul ’27 | CHF 77.06 | CHF 81.87 +6.23% | 7.34% | CHF 92.28 | CHF 65.57 | n/a | 19 |
| Jun ’27 | n/a | CHF 79.44 0% | 7.48% | CHF 89.36 | CHF 63.49 | n/a | 19 |
| May ’27 | n/a | CHF 79.42 0% | 6.99% | CHF 89.11 | CHF 63.32 | n/a | 19 |
| Apr ’27 | n/a | CHF 80.85 0% | 7.04% | CHF 89.45 | CHF 64.69 | n/a | 19 |
| Mar ’27 | n/a | CHF 76.18 0% | 8.48% | CHF 83.59 | CHF 58.82 | n/a | 20 |
| Feb ’27 | n/a | CHF 73.06 0% | 9.25% | CHF 82.35 | CHF 57.95 | n/a | 20 |
| Jan ’27 | n/a | CHF 76.97 0% | 9.37% | CHF 86.73 | CHF 60.48 | n/a | 20 |
| Dec ’26 | n/a | CHF 80.13 0% | 7.76% | CHF 88.02 | CHF 60.57 | n/a | 20 |
| Nov ’26 | n/a | CHF 81.09 0% | 8.28% | CHF 91.73 | CHF 60.35 | n/a | 20 |
| Oct ’26 | n/a | CHF 77.19 0% | 9.19% | CHF 86.13 | CHF 59.81 | n/a | 16 |
| Sep ’26 | n/a | CHF 77.51 0% | 8.89% | CHF 86.54 | CHF 60.10 | CHF 71.57 | 17 |
| Aug ’26 | n/a | CHF 77.09 0% | 8.51% | CHF 83.73 | CHF 58.77 | CHF 76.84 | 18 |
| Jul ’26 | n/a | CHF 75.99 0% | 9.24% | CHF 85.08 | CHF 58.90 | CHF 77.06 | 19 |
| Jun ’26 | n/a | CHF 76.12 0% | 9.14% | CHF 86.18 | CHF 59.67 | n/a | 18 |
| May ’26 | n/a | CHF 76.13 0% | 8.74% | CHF 86.28 | CHF 59.73 | n/a | 17 |
| Apr ’26 | n/a | CHF 81.11 0% | 7.86% | CHF 91.99 | CHF 63.69 | n/a | 17 |
| Mar ’26 | n/a | CHF 81.16 0% | 7.90% | CHF 93.30 | CHF 64.59 | n/a | 18 |
| Feb ’26 | n/a | CHF 81.57 0% | 8.30% | CHF 94.71 | CHF 64.66 | n/a | 18 |
| Jan ’26 | n/a | CHF 82.12 0% | 8.33% | CHF 93.46 | CHF 63.80 | n/a | 19 |
| Dec ’25 | n/a | CHF 81.43 0% | 8.02% | CHF 92.25 | CHF 62.09 | n/a | 19 |
| Nov ’25 | n/a | CHF 79.94 0% | 8.02% | CHF 90.54 | CHF 60.94 | n/a | 19 |
| Oct ’25 | n/a | CHF 73.65 0% | 9.38% | CHF 82.08 | CHF 59.24 | n/a | 18 |
| Sep ’25 | n/a | CHF 72.40 0% | 9.18% | CHF 81.31 | CHF 59.29 | n/a | 18 |
Analyst Forecast: Target price is less than 20% higher than the current share price.
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/14 06:00 |
| End of Day Share Price | 2026/09/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Southern Company is covered by 30 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |