SO (SO)

Secondary decision view: valuation · portfolio context · the data you need before acting on a single-source signal.
Neutral

SO is rated NEUTRAL because its price far exceeds every calculated floor, yet its extreme implied-volatility rank cautions against directional bias.

  • The current price of $93.10 trades 17.39% above the highest of three valid floors (the valuation floor at $54.41), putting it in the 'far' buyzone bucket with a distance of 1,639.3%.
  • Implied volatility rank is 92.9% – the highest decile – signaling heightened uncertainty that discourages a strong directional call.
  • No red-flag risk alerts exist, and the floor confidence is high, so the stock is not fundamentally distressed despite trading well above intrinsic estimates.
Verdict bucket from deterministic rule (validation / floor distance / risk alerts). LLM narration only — never picks the bucket.

BUY-ZONE DECISION rule signal

$93.10 $5.35 engine floor
far above at floor

SO is far above the floor (~1639.3% above) — adding here means paying a premium vs. your own threshold. Wait or take partial position only with a strong directional view.

RULES & ALERTS FIRING

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VALUATION

Valuation data not yet available for this ticker. Try again in a few minutes.

Floor Engine

ideal USD 93.10 Confidence high
discount-to-floor: 17.39×
DIVIDEND high
USD 42.58
Yield reverts to historical 95th-percentile (extreme yield level)
45y dividend history (≥10), dividend method reliable
VALUATION high
USD 54.41
PE reverts to historical 5th-percentile (extreme undervaluation)
EPV high
USD 5.35
Zero-growth scenario + current cash/debt (Greenwald franchise value)
EPV GROWTH PREMIUM low
method skipped: ROIC (5.7%) does not exceed WACC (8.0%); the company is not earning excess returns, so EPV without growth premium is the appropriate anchor.
EPV × franchise-value multiplier (compounder premium when ROIC > WACC)

YOUR WATCHLIST CONTEXT

○ anonymous
What you'll see after sign-in
Your floor
$XXX.XX
Your golden
$XXX.XX
Market
XXX

· Your personal floor / golden price overlay on the live price

· Per-ticker rule alerts when this stock crosses your thresholds

· Position P&L overlay — what this ticker means inside your full portfolio

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IMPLIED VOLATILITY

CURRENT IV 22.5% HV (30D) 18.6% IV RANK (1Y) 93 HIGH
IV vs HV · last 1 year

Earnings Reactions

SO
8 earnings events · last 2 years
Avg Gap%
+0.72%
Avg Day%
+2.11%
Up Hit Rate
62%
Next Earnings · est.
2026-07-30
in 78d
24-08
24-10
25-02
25-05
25-07
25-10
26-02
26-04
Bar height = |Gap%| normalized to the period max. Green = up, red = down.
Date Time EPS Surprise Gap% Day% Week%
2026-04-30 BMO 1.32 +8.9% +1.06% +3.41% -1.16%
2026-02-19 BMO 0.38 -38.4% +4.90% +4.40% +5.83%
2025-10-30 BMO 1.60 +6.0% -0.48% +1.67% -2.79%
2025-07-31 BMO 0.92 +4.7% -0.02% -0.44% +0.47%
2025-05-01 BMO 1.23 +3.0% +0.60% -0.47% -1.72%
2025-02-20 BMO 0.50 -1.7% -2.29% +1.55% +2.09%
2024-10-31 BMO 1.43 +6.7% +1.49% +1.87% -2.72%
2024-08-01 BMO 1.10 +18.5% +0.48% +4.85% +3.52%

Is SO (SO) overvalued right now?

Whether SO (SO) is overvalued depends on the lens you use: trailing P/E vs its own history, CAPE vs the broader market, earnings yield vs Treasury yields. We surface all three so you don't have to pick one in isolation.

SO (SO) — what's the SELL PUT risk profile?

Selling cash-secured puts on SO (SO) is a common income strategy, but the right strike depends on your floor price (the level you'd happily own at) and the option chain's buffer/APY tradeoff. The full ladder view (deferred to a future release) ranks candidates by buffer percentage first, then APY — see the option ladder methodology for why buffer matters more than yield in this strategy.

SO (SO) — which option strategy fits your view?

If you're bullish long-term but cautious near-term on SO (SO), SELL PUT into your floor zone collects premium while waiting for a better entry. If you already own it and are neutral-to-mildly-bullish, COVERED CALL caps upside but harvests time decay. The wrong strategy on the right ticker still loses money — match the trade to your view, not the other way around.

SO (SO) — is now a good entry?

Entry timing on SO (SO) is a function of your floor price (hard buy zone) and golden price (back-the-truck-up zone). Both are personal — set them in your watchlist and we'll alert you when the market hits either level.

FAQ

Why does SO show different P/E numbers on different sites?

Different data providers use different earnings windows (TTM vs forward, GAAP vs adjusted) and update at different cadences. We surface trailing P/E with a 5-year percentile rank to give context — a P/E of 30 is hot for one stock and cold for another.

Does this page show SO's implied volatility?

Not on this v0 page — the dedicated volatility tool covers IV with multi-source voting (IBKR + Polygon + yfinance). For pure IV lookup, use /tools/volatility. This page is for decision-stage queries that pull together valuation + portfolio context.

How is this different from Yahoo Finance or 雪球's SO page?

Those sites are great for raw data discovery — last price, news, headline P/E. This page is built for the second look: you've already seen a single-dimension signal somewhere else, now you need multi-dimensional decision context (your floor, the valuation percentile, your portfolio overlay) in one view, not five tabs.