SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Fundamental Analysis & Valuation

NYSE:SOJC • US8425874042

Current stock price

21.65 USD
+0.04 (+0.19%)
Last:

This SOJC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. SOJC Profitability Analysis

1.1 Basic Checks

  • In the past year SOJC was profitable.
  • In the past year SOJC had a positive cash flow from operations.
  • SOJC had positive earnings in each of the past 5 years.
  • In the past 5 years SOJC always reported a positive cash flow from operatings.
SOJC Yearly Net Income VS EBIT VS OCF VS FCFSOJC Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B 6B 8B

1.2 Ratios

  • The Return On Assets of SOJC (2.79%) is better than 61.70% of its industry peers.
  • Looking at the Return On Equity, with a value of 12.05%, SOJC is in the better half of the industry, outperforming 78.72% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 4.30%, SOJC is in the better half of the industry, outperforming 68.09% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SOJC is in line with the industry average of 4.52%.
  • The 3 year average ROIC (4.15%) for SOJC is below the current ROIC(4.30%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.79%
ROE 12.05%
ROIC 4.3%
ROA(3y)2.89%
ROA(5y)2.63%
ROE(3y)12.65%
ROE(5y)11.61%
ROIC(3y)4.15%
ROIC(5y)4%
SOJC Yearly ROA, ROE, ROICSOJC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • SOJC has a Profit Margin of 14.69%. This is in the better half of the industry: SOJC outperforms 68.09% of its industry peers.
  • In the last couple of years the Profit Margin of SOJC has remained more or less at the same level.
  • With a decent Operating Margin value of 24.65%, SOJC is doing good in the industry, outperforming 76.60% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SOJC has remained more or less at the same level.
  • Looking at the Gross Margin, with a value of 88.95%, SOJC belongs to the top of the industry, outperforming 87.23% of the companies in the same industry.
  • SOJC's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 24.65%
PM (TTM) 14.69%
GM 88.95%
OM growth 3Y7.89%
OM growth 5Y-0.48%
PM growth 3Y6.87%
PM growth 5Y-0.82%
GM growth 3Y2.36%
GM growth 5Y-0.17%
SOJC Yearly Profit, Operating, Gross MarginsSOJC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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0

2. SOJC Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SOJC is destroying value.
  • The number of shares outstanding for SOJC remains at a similar level compared to 1 year ago.
  • The number of shares outstanding for SOJC remains at a similar level compared to 5 years ago.
  • SOJC has a worse debt/assets ratio than last year.
SOJC Yearly Shares OutstandingSOJC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
SOJC Yearly Total Debt VS Total AssetsSOJC Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50B 100B 150B

2.2 Solvency

  • Based on the Altman-Z score of 0.55, we must say that SOJC is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of SOJC (0.55) is worse than 78.72% of its industry peers.
  • A Debt/Equity ratio of 1.84 is on the high side and indicates that SOJC has dependencies on debt financing.
  • SOJC's Debt to Equity ratio of 1.84 is on the low side compared to the rest of the industry. SOJC is outperformed by 76.60% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.55
ROIC/WACC0.89
WACC4.84%
SOJC Yearly LT Debt VS Equity VS FCFSOJC Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B 40B 60B

2.3 Liquidity

  • SOJC has a Current Ratio of 0.65. This is a bad value and indicates that SOJC is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Current ratio of SOJC (0.65) is worse than 65.96% of its industry peers.
  • SOJC has a Quick Ratio of 0.65. This is a bad value and indicates that SOJC is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SOJC has a Quick ratio of 0.45. This is in the lower half of the industry: SOJC underperforms 70.21% of its industry peers.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
SOJC Yearly Current Assets VS Current LiabilitesSOJC Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. SOJC Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 5.91% over the past year.
  • Measured over the past 5 years, SOJC shows a small growth in Earnings Per Share. The EPS has been growing by 5.76% on average per year.
  • The Revenue has grown by 10.58% in the past year. This is quite good.
  • Measured over the past years, SOJC shows a small growth in Revenue. The Revenue has been growing by 7.72% on average per year.
EPS 1Y (TTM)5.91%
EPS 3Y6%
EPS 5Y5.76%
EPS Q2Q%10%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%

3.2 Future

  • Based on estimates for the next years, SOJC will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.00% on average per year.
  • Based on estimates for the next years, SOJC will show a small growth in Revenue. The Revenue will grow by 6.80% on average per year.
EPS Next Y9.42%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
EPS Next 5Y8%
Revenue Next Year8.18%
Revenue Next 2Y6.87%
Revenue Next 3Y6.63%
Revenue Next 5Y6.8%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
SOJC Yearly Revenue VS EstimatesSOJC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 10B 20B 30B 40B
SOJC Yearly EPS VS EstimatesSOJC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

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7

4. SOJC Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 5.03, which indicates a rather cheap valuation of SOJC.
  • SOJC's Price/Earnings ratio is rather cheap when compared to the industry. SOJC is cheaper than 87.23% of the companies in the same industry.
  • SOJC is valuated cheaply when we compare the Price/Earnings ratio to 27.71, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 4.60 indicates a rather cheap valuation of SOJC.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SOJC indicates a rather cheap valuation: SOJC is cheaper than 89.36% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 38.09. SOJC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 5.03
Fwd PE 4.6
SOJC Price Earnings VS Forward Price EarningsSOJC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SOJC is valued cheaply inside the industry as 87.23% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.1
SOJC Per share dataSOJC EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • SOJC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.53
PEG (5Y)0.87
EPS Next 2Y8.55%
EPS Next 3Y8.64%

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5

5. SOJC Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.12%, SOJC has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 2.79, SOJC has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.81, SOJC pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.12%

5.2 History

  • The dividend of SOJC has a limited annual growth rate of 2.35%.
  • SOJC has been paying a dividend for over 5 years, so it has already some track record.
  • SOJC has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)2.35%
Div Incr Years0
Div Non Decr Years3
SOJC Yearly Dividends per shareSOJC Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • SOJC pays out 69.45% of its income as dividend. This is not a sustainable payout ratio.
  • The dividend of SOJC is growing, but earnings are growing more, so the dividend growth is sustainable.
DP69.45%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
SOJC Yearly Income VS Free CF VS DividendSOJC Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B
SOJC Dividend Payout.SOJC Dividend Payout, showing the Payout Ratio.SOJC Dividend Payout.PayoutRetained Earnings

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SOJC Fundamentals: All Metrics, Ratios and Statistics

SOUTHERN CO - SO 5 1/4 12/01/2077

NYSE:SOJC (4/21/2026, 4:15:00 PM)

21.65

+0.04 (+0.19%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-19
Earnings (Next)04-30
Inst Owners72.64%
Inst Owner ChangeN/A
Ins Owners0.12%
Ins Owner ChangeN/A
Market Cap24.41B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts71.25
Price Target22.71 (4.9%)
Short Float %0%
Short Ratio0.82
Dividend
Industry RankSector Rank
Dividend Yield 3.12%
Yearly Dividend2.74
Dividend Growth(5Y)2.35%
DP69.45%
Div Incr Years0
Div Non Decr Years3
Ex-Date05-29
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-1.9%
Min EPS beat(2)-6.91%
Max EPS beat(2)3.1%
EPS beat(4)1
Avg EPS beat(4)-1.04%
Min EPS beat(4)-6.91%
Max EPS beat(4)3.1%
EPS beat(8)4
Avg EPS beat(8)2.67%
EPS beat(12)8
Avg EPS beat(12)3.33%
EPS beat(16)11
Avg EPS beat(16)4.23%
Revenue beat(2)1
Avg Revenue beat(2)2.15%
Min Revenue beat(2)-0.17%
Max Revenue beat(2)4.47%
Revenue beat(4)3
Avg Revenue beat(4)4.34%
Min Revenue beat(4)-0.17%
Max Revenue beat(4)7.77%
Revenue beat(8)5
Avg Revenue beat(8)2.53%
Revenue beat(12)6
Avg Revenue beat(12)-2.95%
Revenue beat(16)10
Avg Revenue beat(16)2.77%
PT rev (1m)-4.18%
PT rev (3m)-9.1%
EPS NQ rev (1m)0.14%
EPS NQ rev (3m)-4.35%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)-0.19%
Revenue NQ rev (1m)-0.51%
Revenue NQ rev (3m)-0.24%
Revenue NY rev (1m)-0.56%
Revenue NY rev (3m)3.58%
Valuation
Industry RankSector Rank
PE 5.03
Fwd PE 4.6
P/S 0.83
P/FCF N/A
P/OCF 2.49
P/B 0.68
P/tB 0.8
EV/EBITDA 7.1
EPS(TTM)4.3
EY19.86%
EPS(NY)4.71
Fwd EY21.73%
FCF(TTM)-2.6
FCFYN/A
OCF(TTM)8.7
OCFY40.16%
SpS26.21
BVpS31.95
TBVpS27.1
PEG (NY)0.53
PEG (5Y)0.87
Graham Number55.5973 (156.8%)
Profitability
Industry RankSector Rank
ROA 2.79%
ROE 12.05%
ROCE 5.25%
ROIC 4.3%
ROICexc 4.36%
ROICexgc 4.53%
OM 24.65%
PM (TTM) 14.69%
GM 88.95%
FCFM N/A
ROA(3y)2.89%
ROA(5y)2.63%
ROE(3y)12.65%
ROE(5y)11.61%
ROIC(3y)4.15%
ROIC(5y)4%
ROICexc(3y)4.19%
ROICexc(5y)4.04%
ROICexgc(3y)4.37%
ROICexgc(5y)4.23%
ROCE(3y)5.09%
ROCE(5y)4.91%
ROICexgc growth 3Y3.03%
ROICexgc growth 5Y2.27%
ROICexc growth 3Y3.28%
ROICexc growth 5Y2.54%
OM growth 3Y7.89%
OM growth 5Y-0.48%
PM growth 3Y6.87%
PM growth 5Y-0.82%
GM growth 3Y2.36%
GM growth 5Y-0.17%
F-Score4
Asset Turnover0.19
Health
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Debt/EBITDA 4.98
Cap/Depr 211.23%
Cap/Sales 43.1%
Interest Coverage 2.71
Cash Conversion 73.62%
Profit Quality N/A
Current Ratio 0.65
Quick Ratio 0.45
Altman-Z 0.55
F-Score4
WACC4.84%
ROIC/WACC0.89
Cap/Depr(3y)187.9%
Cap/Depr(5y)188.18%
Cap/Sales(3y)37.54%
Cap/Sales(5y)34.2%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)5.91%
EPS 3Y6%
EPS 5Y5.76%
EPS Q2Q%10%
EPS Next Y9.42%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
EPS Next 5Y8%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%
Revenue Next Year8.18%
Revenue Next 2Y6.87%
Revenue Next 3Y6.63%
Revenue Next 5Y6.8%
EBIT growth 1Y3.38%
EBIT growth 3Y8.23%
EBIT growth 5Y7.2%
EBIT Next Year83.92%
EBIT Next 3Y30.23%
EBIT Next 5Y20.51%
FCF growth 1Y-452.34%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y0.14%
OCF growth 3Y15.86%
OCF growth 5Y7.92%

SOUTHERN CO - SO 5 1/4 12/01/2077 / SOJC Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for SOUTHERN CO - SO 5 1/4 12/01/2077?

ChartMill assigns a fundamental rating of 4 / 10 to SOJC.


What is the valuation status of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) stock?

ChartMill assigns a valuation rating of 7 / 10 to SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC). This can be considered as Undervalued.


How profitable is SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) stock?

SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) has a profitability rating of 7 / 10.


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

The Price/Earnings (PE) ratio for SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is 5.03 and the Price/Book (PB) ratio is 0.68.


What is the financial health of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) stock?

The financial health rating of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is 0 / 10.