Southern Valuation
Is SO * undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
0/6Valuation Score 0/6
Below Fair Value
Significantly Below Fair 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 SO * when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: SO * (MX$1792.93) is trading above our estimate of fair value (MX$371.23)
Significantly Below Fair Value: SO * is trading above our estimate of fair value.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for SO *?
Other financial metrics that can be useful for relative valuation.
| What is SO *'s n/a Ratio? | |
|---|---|
| n/a | 0x |
| n/a | n/a |
| Market Cap | US$97.01b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | 6.2x |
| Enterprise Value/EBITDA | 12.6x |
| PEG Ratio | 3.8x |
Price to Earnings Ratio vs Peers
How does SO *'s PE Ratio compare to its peers?
| Company | Forward PE | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 18.9x | ||
IBE Iberdrola | 13.1x | -2.5% | €84.8b |
DUK Duke Energy | 19.4x | 6.8% | US$87.0b |
ENEL Enel | 13.5x | 6.6% | €71.4b |
CEG Constellation Energy | 29.5x | 8.2% | US$80.7b |
SO * Southern | 20.4x | 5.4% | Mex$97.0b |
Price-To-Earnings vs Peers: SO * is expensive based on its Price-To-Earnings Ratio (20.4x) compared to the peer average (18.9x).
Price to Earnings Ratio vs Industry
How does SO *'s PE Ratio compare vs other companies in the South American Electric Utilities Industry?
Price-To-Earnings vs Industry: SO * is expensive based on its Price-To-Earnings Ratio (20.4x) compared to the South American Electric Utilities industry average (8.3x).
Price to Earnings Ratio vs Fair Ratio
What is SO *'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 | 20.4x |
| Fair PE Ratio | n/a |
Price-To-Earnings vs Fair Ratio: Insufficient data to calculate SO *'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 | Mex$1,792.93 | Mex$1,861.84 +3.8% | 8.0% | Mex$2,108.77 | Mex$1,419.36 | n/a | 19 |
| Oct ’25 | Mex$1,772.52 | Mex$1,707.02 -3.7% | 9.4% | Mex$1,902.48 | Mex$1,372.92 | n/a | 18 |
| Sep ’25 | n/a | Mex$1,695.26 0% | 9.2% | Mex$1,903.94 | Mex$1,388.29 | n/a | 18 |
| Aug ’25 | Mex$1,515.00 | Mex$1,493.47 -1.4% | 7.1% | Mex$1,633.17 | Mex$1,314.05 | n/a | 19 |
| Jul ’25 | n/a | Mex$1,402.00 0% | 7.0% | Mex$1,549.77 | Mex$1,196.32 | n/a | 19 |
| Jun ’25 | n/a | Mex$1,303.77 0% | 6.5% | Mex$1,442.08 | Mex$1,119.74 | n/a | 19 |
| May ’25 | n/a | Mex$1,276.03 0% | 6.0% | Mex$1,400.08 | Mex$1,126.89 | n/a | 19 |
| Apr ’25 | Mex$1,185.00 | Mex$1,232.20 +4.0% | 6.6% | Mex$1,358.61 | Mex$1,076.95 | n/a | 19 |
| Mar ’25 | n/a | Mex$1,269.22 0% | 6.6% | Mex$1,403.41 | Mex$1,112.46 | n/a | 19 |
| Feb ’25 | n/a | Mex$1,290.92 0% | 5.9% | Mex$1,413.36 | Mex$1,154.82 | n/a | 19 |
| Jan ’25 | n/a | Mex$1,254.14 0% | 6.9% | Mex$1,396.65 | Mex$1,090.07 | n/a | 19 |
| Dec ’24 | n/a | Mex$1,263.46 0% | 7.0% | Mex$1,423.82 | Mex$1,111.27 | n/a | 17 |
| Nov ’24 | n/a | Mex$1,320.18 0% | 7.6% | Mex$1,483.98 | Mex$1,172.53 | Mex$1,792.93 | 17 |
| Oct ’24 | n/a | Mex$1,257.16 0% | 6.6% | Mex$1,396.05 | Mex$1,120.29 | Mex$1,772.52 | 17 |
| Sep ’24 | n/a | Mex$1,221.50 0% | 6.6% | Mex$1,357.55 | Mex$1,089.39 | n/a | 17 |
| Aug ’24 | n/a | Mex$1,230.74 0% | 7.5% | Mex$1,346.30 | Mex$1,009.72 | Mex$1,515.00 | 15 |
| Jul ’24 | n/a | Mex$1,252.73 0% | 7.5% | Mex$1,374.11 | Mex$1,030.58 | n/a | 15 |
| Jun ’24 | n/a | Mex$1,303.84 0% | 7.9% | Mex$1,467.46 | Mex$1,091.64 | n/a | 14 |
| May ’24 | n/a | Mex$1,313.82 0% | 7.5% | Mex$1,474.35 | Mex$1,132.73 | n/a | 14 |
| Apr ’24 | n/a | Mex$1,296.52 0% | 7.9% | Mex$1,457.27 | Mex$1,051.44 | Mex$1,185.00 | 14 |
| Mar ’24 | n/a | Mex$1,282.89 0% | 7.0% | Mex$1,466.33 | Mex$1,104.28 | n/a | 15 |
| Feb ’24 | Mex$1,541.31 | Mex$1,345.67 -12.7% | 6.4% | Mex$1,519.50 | Mex$1,200.60 | n/a | 15 |
| Jan ’24 | n/a | Mex$1,384.54 0% | 8.7% | Mex$1,656.09 | Mex$1,207.97 | n/a | 16 |
| Dec ’23 | n/a | Mex$1,315.98 0% | 9.1% | Mex$1,551.06 | Mex$1,143.91 | n/a | 16 |
| Nov ’23 | n/a | Mex$1,341.21 0% | 9.7% | Mex$1,563.92 | Mex$1,088.80 | n/a | 16 |
Analyst Forecast: Target price is less than 20% higher than the current share price.