Southern Company

SO · Utilities

Sustainability score

23.9Rank 487 overall / 16 in Utilities

Southern Company's distance from the ideal is driven mostly by Emissions intensity and Asset turnover. It sits closest to the frontier on Controversy level.

3th percentile of the index, 50th percentile of Utilities

Environmental

Social

Financial/Operational

Distance-to-ideal decomposition

Emissions intensity

34%

ESG risk score

14%

Controversy level

Asset turnover

21%

Net margin

FCF margin

20%

Net debt / EBITDA

Pillar weight shares: Environmental 24%, Social 23%, Financial/Operational 53%

Generating AI analysis...

Net-zero scenario

SO · Southern Company

Laggard · bottom 20% of Utilities · score 34.9 · rank 29/31

Cleanup cost: 0.61 yrs · $9.1bn; Sector median 0.55 yrs
Revenue at risk: 76%; Sector median 65%
Revenue upside: 8%; Sector median 15%
Can it pay: 4.9x debt load; FCF margin -11% · sector median 5.4x

Verdict: SELLHolds under ±50% costsData: reportedUnderweight −0.2pp

Cleanup bill by source

Purchased electricity	$4.0M
On-site fuel combustion	$9.1bn
Vehicle fleets	n/a
Process emissions	$0
Fugitive emissions	$9.2M

Why

Underweight: burden 0.61 years of earnings (sector median 0.55 years), fossil revenue 76%, beneficiary revenue 8%, net debt/EBITDA 4.9x; largest gaps to the sector ideal: beneficiary revenue share and fossil revenue share.

Southern Company

Sustainability score

Net-zero scenario

SO · Southern Company

Cleanup bill by source

Why

Utilities peers

Key takeaways

Explanation

Southern Company

Sustainability score

Net-zero scenario

SO · Southern Company

Cleanup bill by source

Why

Utilities peers

Key takeaways

Explanation