SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079 (SJIJ) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:SJIJ • US8385182071

16.58 USD
+0.56 (+3.5%)
At close: Feb 16, 2023
16.6 USD
+0.02 (+0.12%)
After Hours: 2/16/2023, 9:11:16 PM
Fundamental Rating

3

Taking everything into account, SJIJ scores 3 out of 10 in our fundamental rating. SJIJ was compared to 14 industry peers in the Gas Utilities industry. SJIJ has a bad profitability rating. Also its financial health evaluation is rather negative. SJIJ is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

2

1. Profitability

1.1 Basic Checks

  • SJIJ had positive earnings in the past year.
  • SJIJ had a positive operating cash flow in the past year.
SJIJ Yearly Net Income VS EBIT VS OCF VS FCFSJIJ Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 0 200M -200M

1.2 Ratios

  • SJIJ has a Return On Assets (1.95%) which is in line with its industry peers.
  • With a Return On Equity value of 7.54%, SJIJ perfoms like the industry average, outperforming 56.25% of the companies in the same industry.
  • With a Return On Invested Capital value of 4.12%, SJIJ perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
  • SJIJ had an Average Return On Invested Capital over the past 3 years of 4.28%. This is below the industry average of 8.42%.
Industry RankSector Rank
ROA 1.95%
ROE 7.54%
ROIC 4.12%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)4.28%
ROIC(5y)N/A
SJIJ Yearly ROA, ROE, ROICSJIJ Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 0 2 4 6 8

1.3 Margins

  • SJIJ has a Profit Margin (5.99%) which is in line with its industry peers.
  • SJIJ's Profit Margin has declined in the last couple of years.
  • With a Operating Margin value of 13.52%, SJIJ is not doing good in the industry: 62.50% of the companies in the same industry are doing better.
  • In the last couple of years the Operating Margin of SJIJ has remained more or less at the same level.
  • With a Gross Margin value of 30.15%, SJIJ is not doing good in the industry: 75.00% of the companies in the same industry are doing better.
  • In the last couple of years the Gross Margin of SJIJ has declined.
Industry RankSector Rank
OM 13.52%
PM (TTM) 5.99%
GM 30.15%
OM growth 3Y13.89%
OM growth 5Y-1.33%
PM growth 3Y60.06%
PM growth 5Y-17.34%
GM growth 3Y1.44%
GM growth 5Y-3.11%
SJIJ Yearly Profit, Operating, Gross MarginsSJIJ Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 0 10 20 30 40

More info and screens

1

2. Health

2.1 Basic Checks

  • SJIJ has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • Compared to 1 year ago, SJIJ has more shares outstanding
  • Compared to 1 year ago, SJIJ has an improved debt to assets ratio.
SJIJ Yearly Shares OutstandingSJIJ Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 20M 40M 60M 80M 100M
SJIJ Yearly Total Debt VS Total AssetsSJIJ Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2B 4B 6B

2.2 Solvency

  • Based on the Altman-Z score of 0.68, we must say that SJIJ is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of SJIJ (0.68) is worse than 75.00% of its industry peers.
  • A Debt/Equity ratio of 1.74 is on the high side and indicates that SJIJ has dependencies on debt financing.
  • The Debt to Equity ratio of SJIJ (1.74) is worse than 75.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.74
Debt/FCF N/A
Altman-Z 0.68
ROIC/WACC0.71
WACC5.78%
SJIJ Yearly LT Debt VS Equity VS FCFSJIJ Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 0 1B 2B 3B

2.3 Liquidity

  • A Current Ratio of 0.70 indicates that SJIJ may have some problems paying its short term obligations.
  • SJIJ has a Current ratio (0.70) which is in line with its industry peers.
  • A Quick Ratio of 0.59 indicates that SJIJ may have some problems paying its short term obligations.
  • SJIJ has a better Quick ratio (0.59) than 62.50% of its industry peers.
Industry RankSector Rank
Current Ratio 0.7
Quick Ratio 0.59
SJIJ Yearly Current Assets VS Current LiabilitesSJIJ Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 500M 1B 1.5B

More info and screens

4

3. Growth

3.1 Past

  • SJIJ shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -1.73%.
  • SJIJ shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 3.99% yearly.
  • Looking at the last year, SJIJ shows a very strong growth in Revenue. The Revenue has grown by 40.66%.
  • Measured over the past years, SJIJ shows a quite strong growth in Revenue. The Revenue has been growing by 13.96% on average per year.
EPS 1Y (TTM)-1.73%
EPS 3Y5.24%
EPS 5Y3.99%
EPS Q2Q%-5.88%
Revenue 1Y (TTM)40.66%
Revenue growth 3Y6.67%
Revenue growth 5Y13.96%
Sales Q2Q%66.43%

3.2 Future

  • The Earnings Per Share is expected to grow by 3.84% on average over the next years.
  • The Revenue is expected to grow by 5.82% on average over the next years.
EPS Next Y2.99%
EPS Next 2Y3.91%
EPS Next 3Y4.69%
EPS Next 5Y3.84%
Revenue Next Year33.17%
Revenue Next 2Y12.56%
Revenue Next 3Y8.14%
Revenue Next 5Y5.82%

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SJIJ Yearly Revenue VS EstimatesSJIJ Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 500M 1B 1.5B 2B
SJIJ Yearly EPS VS EstimatesSJIJ Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

More info and screens

5

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 9.75, the valuation of SJIJ can be described as reasonable.
  • Based on the Price/Earnings ratio, SJIJ is valued cheaper than 81.25% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 28.41. SJIJ is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 9.09, the valuation of SJIJ can be described as reasonable.
  • 87.50% of the companies in the same industry are more expensive than SJIJ, based on the Price/Forward Earnings ratio.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 25.64, SJIJ is valued rather cheaply.
Industry RankSector Rank
PE 9.75
Fwd PE 9.09
SJIJ Price Earnings VS Forward Price EarningsSJIJ Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SJIJ indicates a rather cheap valuation: SJIJ is cheaper than 81.25% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 9.94
SJIJ Per share dataSJIJ EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates SJIJ does not grow enough to justify the current Price/Earnings ratio.
PEG (NY)3.26
PEG (5Y)2.45
EPS Next 2Y3.91%
EPS Next 3Y4.69%

More info and screens

3

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.47%, SJIJ has a reasonable but not impressive dividend return.
  • SJIJ's Dividend Yield is comparable with the industry average which is at 3.89.
  • SJIJ's Dividend Yield is rather good when compared to the S&P500 average which is at 1.83.
Industry RankSector Rank
Dividend Yield 3.47%

5.2 History

  • The dividend of SJIJ has a limited annual growth rate of 2.61%.
  • SJIJ does not have a reliable dividend history as it only pays dividend since a couple or years.
Dividend Growth(5Y)2.61%
Div Incr Years0
Div Non Decr Years0
SJIJ Yearly Dividends per shareSJIJ Yearly Dividends per shareYearly Dividends per share 2021 2022 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • 92.56% of the earnings are spent on dividend by SJIJ. This is not a sustainable payout ratio.
  • The dividend of SJIJ is growing, but earnings are growing more, so the dividend growth is sustainable.
DP92.56%
EPS Next 2Y3.91%
EPS Next 3Y4.69%
SJIJ Yearly Income VS Free CF VS DividendSJIJ Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 0 100M -100M -200M -300M
SJIJ Dividend Payout.SJIJ Dividend Payout, showing the Payout Ratio.SJIJ Dividend Payout.PayoutRetained Earnings

More info and screens

SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079

NYSE:SJIJ (2/16/2023, 9:11:16 PM)

After market: 16.6 +0.02 (+0.12%)

16.58

+0.56 (+3.5%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryGas Utilities
Earnings (Last)02-22
Earnings (Next)05-02
Inst OwnersN/A
Inst Owner ChangeN/A
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap2.03B
Revenue(TTM)2.58B
Net Income(TTM)154.75M
Analysts49.33
Price Target19.78 (19.3%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.47%
Yearly Dividend1.21
Dividend Growth(5Y)2.61%
DP92.56%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)106.85%
Min EPS beat(2)-1.43%
Max EPS beat(2)215.12%
EPS beat(4)3
Avg EPS beat(4)56.51%
Min EPS beat(4)-1.43%
Max EPS beat(4)215.12%
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)52.95%
Min Revenue beat(2)52.11%
Max Revenue beat(2)53.8%
Revenue beat(4)4
Avg Revenue beat(4)37.39%
Min Revenue beat(4)16.92%
Max Revenue beat(4)53.8%
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)16.02%
EPS NQ rev (1m)0.28%
EPS NQ rev (3m)0.28%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.96%
Revenue NQ rev (1m)-1.17%
Revenue NQ rev (3m)-1.17%
Revenue NY rev (1m)0%
Revenue NY rev (3m)5.2%
Valuation
Industry RankSector Rank
PE 9.75
Fwd PE 9.09
P/S 0.79
P/FCF N/A
P/OCF 5.43
P/B 0.99
P/tB 1.51
EV/EBITDA 9.94
EPS(TTM)1.7
EY10.25%
EPS(NY)1.82
Fwd EY11.01%
FCF(TTM)-2.02
FCFYN/A
OCF(TTM)3.05
OCFY18.42%
SpS21.11
BVpS16.76
TBVpS10.98
PEG (NY)3.26
PEG (5Y)2.45
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 1.95%
ROE 7.54%
ROCE N/A
ROIC 4.12%
ROICexc 4.15%
ROICexgc 4.62%
OM 13.52%
PM (TTM) 5.99%
GM 30.15%
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)4.28%
ROIC(5y)N/A
ROICexc(3y)3.78%
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3Y5.44%
ROICexgc growth 5Y-1.67%
ROICexc growth 3Y7.53%
ROICexc growth 5Y-3.77%
OM growth 3Y13.89%
OM growth 5Y-1.33%
PM growth 3Y60.06%
PM growth 5Y-17.34%
GM growth 3Y1.44%
GM growth 5Y-3.11%
F-Score7
Asset Turnover0.33
Health
Industry RankSector Rank
Debt/Equity 1.74
Debt/FCF N/A
Debt/EBITDA 6.77
Cap/Depr 293.63%
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.7
Quick Ratio 0.59
Altman-Z 0.68
F-Score7
WACC5.78%
ROIC/WACC0.71
Cap/Depr(3y)304.83%
Cap/Depr(5y)278.44%
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-1.73%
EPS 3Y5.24%
EPS 5Y3.99%
EPS Q2Q%-5.88%
EPS Next Y2.99%
EPS Next 2Y3.91%
EPS Next 3Y4.69%
EPS Next 5Y3.84%
Revenue 1Y (TTM)40.66%
Revenue growth 3Y6.67%
Revenue growth 5Y13.96%
Sales Q2Q%66.43%
Revenue Next Year33.17%
Revenue Next 2Y12.56%
Revenue Next 3Y8.14%
Revenue Next 5Y5.82%
EBIT growth 1Y15.84%
EBIT growth 3Y21.49%
EBIT growth 5Y12.45%
EBIT Next Year58.98%
EBIT Next 3Y25.98%
EBIT Next 5Y18.01%
FCF growth 1Y-4.25%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y47.34%
OCF growth 3Y23.9%
OCF growth 5Y0.79%

SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079 / SJIJ FAQ

What is the ChartMill fundamental rating of SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079 (SJIJ) stock?

ChartMill assigns a fundamental rating of 3 / 10 to SJIJ.


What is the valuation status for SJIJ stock?

ChartMill assigns a valuation rating of 7 / 10 to SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079 (SJIJ). This can be considered as Undervalued.


Can you provide the profitability details for SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079?

SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079 (SJIJ) has a profitability rating of 2 / 10.


Can you provide the PE and PB ratios for SJIJ stock?

The Price/Earnings (PE) ratio for SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079 (SJIJ) is 9.75 and the Price/Book (PB) ratio is 0.99.


How financially healthy is SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079?

The financial health rating of SOUTH JERSEY INDUSTRIES - SJI 5 5/8 09/16/2079 (SJIJ) is 2 / 10.