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

NYSE:SOJC • US8425874042

22.29 USD
+0.06 (+0.27%)
Last: Feb 13, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, SOJC scores 5 out of 10 in our fundamental rating. SOJC was compared to 46 industry peers in the Electric Utilities industry. While SOJC has a great profitability rating, there are quite some concerns on its financial health. SOJC scores decently on growth, while it is valued quite cheap. This could make an interesting combination.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • SOJC had positive earnings in the past year.
  • SOJC had a positive operating cash flow in the past year.
  • SOJC had positive earnings in each of the past 5 years.
  • SOJC had a positive operating cash flow in each of the past 5 years.
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 0 2B -2B 4B 6B 8B

1.2 Ratios

  • The Return On Assets of SOJC (2.91%) is comparable to the rest of the industry.
  • Looking at the Return On Equity, with a value of 12.74%, SOJC is in the better half of the industry, outperforming 78.26% of the companies in the same industry.
  • SOJC has a better Return On Invested Capital (4.62%) than 71.74% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SOJC is in line with the industry average of 4.58%.
  • The 3 year average ROIC (4.14%) for SOJC is below the current ROIC(4.62%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.91%
ROE 12.74%
ROIC 4.62%
ROA(3y)2.83%
ROA(5y)2.58%
ROE(3y)12.5%
ROE(5y)11.4%
ROIC(3y)4.14%
ROIC(5y)4.02%
SOJC Yearly ROA, ROE, ROICSOJC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15

1.3 Margins

  • Looking at the Profit Margin, with a value of 15.42%, SOJC is in the better half of the industry, outperforming 69.57% of the companies in the same industry.
  • SOJC's Profit Margin has declined in the last couple of years.
  • With an excellent Operating Margin value of 25.68%, SOJC belongs to the best of the industry, outperforming 80.43% 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 89.28%, SOJC belongs to the top of the industry, outperforming 86.96% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SOJC has remained more or less at the same level.
Industry RankSector Rank
OM 25.68%
PM (TTM) 15.42%
GM 89.28%
OM growth 3Y5.39%
OM growth 5Y1.06%
PM growth 3Y16.73%
PM growth 5Y-5.73%
GM growth 3Y0.95%
GM growth 5Y0.39%
SOJC Yearly Profit, Operating, Gross MarginsSOJC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SOJC is destroying value.
  • Compared to 1 year ago, SOJC has about the same amount of shares outstanding.
  • Compared to 5 years ago, SOJC has about the same amount of shares outstanding.
  • Compared to 1 year ago, SOJC has a worse debt to assets ratio.
SOJC Yearly Shares OutstandingSOJC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 50B 100B

2.2 Solvency

  • Based on the Altman-Z score of 0.58, we must say that SOJC is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of SOJC (0.58) is worse than 76.09% of its industry peers.
  • SOJC has a Debt/Equity ratio of 1.85. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of SOJC (1.85) is worse than 78.26% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Altman-Z 0.58
ROIC/WACC0.95
WACC4.87%
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 0 20B 40B

2.3 Liquidity

  • SOJC has a Current Ratio of 0.75. This is a bad value and indicates that SOJC is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Current ratio value of 0.75, SOJC perfoms like the industry average, outperforming 41.30% of the companies in the same industry.
  • SOJC has a Quick Ratio of 0.75. 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 0.56. This is in the lower half of the industry: SOJC underperforms 63.04% of its industry peers.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.56
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 5B 10B 15B

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

5

3. Growth

3.1 Past

  • SOJC shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.19%.
  • Measured over the past 5 years, SOJC shows a small growth in Earnings Per Share. The EPS has been growing by 5.48% on average per year.
  • The Revenue has grown by 9.40% in the past year. This is quite good.
  • The Revenue has been growing slightly by 4.53% on average over the past years.
EPS 1Y (TTM)1.19%
EPS 3Y5.99%
EPS 5Y5.48%
EPS Q2Q%11.89%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%

3.2 Future

  • SOJC is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.39% yearly.
  • Based on estimates for the next years, SOJC will show a small growth in Revenue. The Revenue will grow by 6.59% on average per year.
EPS Next Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.39%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.59%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
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
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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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • SOJC is valuated cheaply with a Price/Earnings ratio of 5.24.
  • Based on the Price/Earnings ratio, SOJC is valued cheaper than 86.96% of the companies in the same industry.
  • SOJC's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.68.
  • The Price/Forward Earnings ratio is 4.75, which indicates a rather cheap valuation of SOJC.
  • Based on the Price/Forward Earnings ratio, SOJC is valued cheaper than 89.13% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 28.06. SOJC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 5.24
Fwd PE 4.75
SOJC Price Earnings VS Forward Price EarningsSOJC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • SOJC's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SOJC is cheaper than 86.96% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.07
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)0.59
PEG (5Y)0.96
EPS Next 2Y7.56%
EPS Next 3Y7.53%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • SOJC has a Yearly Dividend Yield of 3.20%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 2.82, SOJC has a dividend in line with its industry peers.
  • SOJC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.84.
Industry RankSector Rank
Dividend Yield 3.2%

5.2 History

  • The dividend of SOJC has a limited annual growth rate of 1.87%.
  • SOJC has been paying a dividend for over 5 years, so it has already some track record.
  • The dividend of SOJC decreased in the last 3 years.
Dividend Growth(5Y)1.87%
Div Incr Years0
Div Non Decr Years2
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 67.01% 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.
DP67.01%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
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 0 2B -2B 4B
SOJC Dividend Payout.SOJC Dividend Payout, showing the Payout Ratio.SOJC Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

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

NYSE:SOJC (2/13/2026, 8:04:00 PM)

22.29

+0.06 (+0.27%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30
Earnings (Next)02-19
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap24.54B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts69.38
Price Target24.51 (9.96%)
Short Float %0%
Short Ratio0.35
Dividend
Industry RankSector Rank
Dividend Yield 3.2%
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years2
Ex-Date02-27
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)1.4%
Min EPS beat(2)-0.3%
Max EPS beat(2)3.1%
EPS beat(4)1
Avg EPS beat(4)-0.4%
Min EPS beat(4)-4.33%
Max EPS beat(4)3.1%
EPS beat(8)5
Avg EPS beat(8)3.95%
EPS beat(12)9
Avg EPS beat(12)4.23%
EPS beat(16)11
Avg EPS beat(16)4.62%
Revenue beat(2)1
Avg Revenue beat(2)3.8%
Min Revenue beat(2)-0.17%
Max Revenue beat(2)7.77%
Revenue beat(4)3
Avg Revenue beat(4)4.4%
Min Revenue beat(4)-0.17%
Max Revenue beat(4)7.77%
Revenue beat(8)4
Avg Revenue beat(8)-1.23%
Revenue beat(12)6
Avg Revenue beat(12)-1.21%
Revenue beat(16)10
Avg Revenue beat(16)3.55%
PT rev (1m)-2.45%
PT rev (3m)-2.64%
EPS NQ rev (1m)-1.09%
EPS NQ rev (3m)-2.58%
EPS NY rev (1m)-0.02%
EPS NY rev (3m)0.45%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)-1.68%
Revenue NY rev (1m)0.56%
Revenue NY rev (3m)0.82%
Valuation
Industry RankSector Rank
PE 5.24
Fwd PE 4.75
P/S 0.85
P/FCF N/A
P/OCF 2.62
P/B 0.7
P/tB 0.83
EV/EBITDA 7.07
EPS(TTM)4.25
EY19.07%
EPS(NY)4.7
Fwd EY21.07%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY38.21%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.59
PEG (5Y)0.96
Graham Number55.13
Profitability
Industry RankSector Rank
ROA 2.91%
ROE 12.74%
ROCE 5.44%
ROIC 4.62%
ROICexc 4.74%
ROICexgc 4.94%
OM 25.68%
PM (TTM) 15.42%
GM 89.28%
FCFM N/A
ROA(3y)2.83%
ROA(5y)2.58%
ROE(3y)12.5%
ROE(5y)11.4%
ROIC(3y)4.14%
ROIC(5y)4.02%
ROICexc(3y)4.18%
ROICexc(5y)4.06%
ROICexgc(3y)4.38%
ROICexgc(5y)4.26%
ROCE(3y)4.95%
ROCE(5y)4.79%
ROICexgc growth 3Y6.47%
ROICexgc growth 5Y1.27%
ROICexc growth 3Y6.72%
ROICexc growth 5Y1.53%
OM growth 3Y5.39%
OM growth 5Y1.06%
PM growth 3Y16.73%
PM growth 5Y-5.73%
GM growth 3Y0.95%
GM growth 5Y0.39%
F-Score5
Asset Turnover0.19
Health
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Debt/EBITDA 4.91
Cap/Depr 193.96%
Cap/Sales 38.74%
Interest Coverage 2.75
Cash Conversion 71.04%
Profit Quality N/A
Current Ratio 0.75
Quick Ratio 0.56
Altman-Z 0.58
F-Score5
WACC4.87%
ROIC/WACC0.95
Cap/Depr(3y)182.47%
Cap/Depr(5y)184.04%
Cap/Sales(3y)32.2%
Cap/Sales(5y)32.89%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1.19%
EPS 3Y5.99%
EPS 5Y5.48%
EPS Q2Q%11.89%
EPS Next Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.39%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.59%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year85.59%
EBIT Next 3Y29.87%
EBIT Next 5Y20.21%
FCF growth 1Y6.85%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y33.49%
OCF growth 3Y16.63%
OCF growth 5Y11.11%

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

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

ChartMill assigns a fundamental rating of 5 / 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.


Can you provide the profitability details for SOUTHERN CO - SO 5 1/4 12/01/2077?

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


What are the PE and PB ratios of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) stock?

The Price/Earnings (PE) ratio for SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is 5.24 and the Price/Book (PB) ratio is 0.7.


Can you provide the expected EPS growth for SOJC stock?

The Earnings per Share (EPS) of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is expected to grow by 8.85% in the next year.