Mulya.ai
Ticker
SO
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?l3yr_st
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.510
Beta (levered) ?0.805
Terminal OM% ?23.7%
Segment conc. ?50% dominant
Terminal growth ?4.1%
Bond rating ?BB+ · 2.25%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

SO · The Southern Company

$97.162026-07-21
Sector: Utilities; Industry: Regulated Electric; Sub-Industry: Electric Utilities

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-128.8% vs market
Base · active
$0
-113.6% vs market
Bear
$0
-112.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-12
Base $-13
Bull $-28
Market $97
Median $103
Market Price $97
Mulya.ai Base $-13
Analysts Median $103
Mulya.ai IV range ($-12 · $-28)
Analysts Range ($89 · $112)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$25.3B23.1%13.1%$5.1B−$3.5B$1.6B6.4%5.3%$95.2B$3.52
2024.Q4$25.3B0.0%23.1%18.5%$4.7B−$2.2B$2.5B6.4%4.9%$97.2B$3.52
2025.Q1$26.7B5.8%26.4%18.7%$5.7B−$3.4B$2.3B6.4%5.8%$100.3B$3.90
2025.Q4$26.7B0.0%26.4%16.5%$5.9B−$7.3B−$1.4B6.4%5.9%$100.2B$3.90
2026.Q1$30.2B12.9%24.1%15.4%$6.2B−$7.7B−$1.5B6.5%5.8%$110.9B$3.8715.0
italics below = DCF projection · 10yr Rev CAGR: 4.7%
2027.Q1$31.3B+3.8%25.5%15.8%$6.7B−$5.1B$1.6B7.3%$1.5B5.9%$116.0B$5.9616.3
2028.Q1$33.0B+5.4%25.5%16.3%$7.0B−$7.3B−$270MM7.4%−$235MM5.9%$123.3B$6.2415.6
2029.Q1$34.7B+5.3%25.5%16.8%$7.4B−$7.3B$47MM7.5%$38MM5.8%$130.6B$6.5414.9
2030.Q1$36.5B+5.1%25.5%17.2%$7.7B−$7.2B$476MM7.7%$357MM5.8%$137.8B$6.8414.2
2031.Q1$38.3B+5.0%25.5%17.7%$8.0B−$7.1B$919MM7.8%$639MM5.7%$145.0B$7.1413.6
Term. Yr+$49.6B4.1%23.7%20.0%$9.4B−$4.5B$4.9B8.6%$51.1B8.6%
Active scenario IV: $0 (-113.6% vs market)