SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJC - US8425874042
22.1 USD
+0.04 (+0.18%)
We assign a fundamental rating of 5 out of 10 to SOJC. SOJC was compared to 46 industry peers in the Electric Utilities industry. SOJC has an excellent profitability rating, but there are concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on SOJC.
1. Profitability
1.1 Basic Checks
- In the past year SOJC was profitable.
- SOJC had a positive operating cash flow in the past year.
- SOJC had positive earnings in each of the past 5 years.
- Each year in the past 5 years SOJC had a positive operating cash flow.
1.2 Ratios
- SOJC's Return On Assets of 2.91% is in line compared to the rest of the industry. SOJC outperforms 58.70% of its industry peers.
- SOJC has a Return On Equity of 12.74%. This is in the better half of the industry: SOJC outperforms 73.91% of its industry peers.
- SOJC has a Return On Invested Capital of 4.62%. This is in the better half of the industry: SOJC outperforms 71.74% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for SOJC is in line with the industry average of 4.58%.
- The last Return On Invested Capital (4.62%) for SOJC is above the 3 year average (4.14%), which is a sign of increasing profitability.
| Industry Rank | Sector 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%
1.3 Margins
- SOJC's Profit Margin of 15.42% is fine compared to the rest of the industry. SOJC outperforms 69.57% of its industry peers.
- In the last couple of years the Profit Margin of SOJC has declined.
- Looking at the Operating Margin, with a value of 25.68%, SOJC is in the better half of the industry, outperforming 78.26% of the companies in the same industry.
- SOJC's Operating Margin has been stable in the last couple of years.
- SOJC has a Gross Margin of 89.28%. This is amongst the best in the industry. SOJC outperforms 86.96% of its industry peers.
- SOJC's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector 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%
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.
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.
- Looking at the Altman-Z score, with a value of 0.58, SOJC is doing worse than 78.26% of the companies in the same industry.
- SOJC has a Debt/Equity ratio of 1.85. This is a high value indicating a heavy dependency on external financing.
- Looking at the Debt to Equity ratio, with a value of 1.85, SOJC is doing worse than 78.26% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.58 |
ROIC/WACC0.91
WACC5.09%
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.
- Looking at the Current ratio, with a value of 0.75, SOJC is in line with its industry, 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's Quick ratio of 0.56 is on the low side compared to the rest of the industry. SOJC is outperformed by 63.04% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.75 | ||
| Quick Ratio | 0.56 |
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.
- SOJC shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.40%.
- 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
- The Earnings Per Share is expected to grow by 7.36% on average over the next years.
- SOJC is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.66% yearly.
EPS Next Y8.88%
EPS Next 2Y7.76%
EPS Next 3Y7.68%
EPS Next 5Y7.36%
Revenue Next Year7.91%
Revenue Next 2Y6.46%
Revenue Next 3Y5.96%
Revenue Next 5Y6.66%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- SOJC is valuated cheaply with a Price/Earnings ratio of 5.20.
- Based on the Price/Earnings ratio, SOJC is valued cheaply inside the industry as 89.13% of the companies are valued more expensively.
- SOJC's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.32.
- The Price/Forward Earnings ratio is 4.69, 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.
- SOJC is valuated cheaply when we compare the Price/Forward Earnings ratio to 24.30, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.2 | ||
| Fwd PE | 4.69 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SOJC is valued cheaper than 86.96% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.05 |
4.3 Compensation for Growth
- SOJC's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- The decent profitability rating of SOJC may justify a higher PE ratio.
PEG (NY)0.59
PEG (5Y)0.95
EPS Next 2Y7.76%
EPS Next 3Y7.68%
5. Dividend
5.1 Amount
- SOJC has a Yearly Dividend Yield of 3.33%.
- SOJC's Dividend Yield is comparable with the industry average which is at 2.93.
- SOJC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.86.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.33% |
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
5.3 Sustainability
- 67.01% of the earnings are spent on dividend by SOJC. 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 2Y7.76%
EPS Next 3Y7.68%
SOUTHERN CO - SO 5 1/4 12/01/2077
NYSE:SOJC (1/22/2026, 10:31:00 AM)
22.1
+0.04 (+0.18%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30 2025-10-30/bmo
Earnings (Next)02-19 2026-02-19/amc
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap24.33B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target24.99 (13.08%)
Short Float %0%
Short Ratio0.12
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.33% |
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years2
Ex-DateN/A
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)-0.02%
PT rev (3m)4.28%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-7.45%
EPS NY rev (1m)0.15%
EPS NY rev (3m)0.59%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.46%
Revenue NY rev (1m)-0.29%
Revenue NY rev (3m)1.01%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.2 | ||
| Fwd PE | 4.69 | ||
| P/S | 0.84 | ||
| P/FCF | N/A | ||
| P/OCF | 2.59 | ||
| P/B | 0.7 | ||
| P/tB | 0.82 | ||
| EV/EBITDA | 7.05 |
EPS(TTM)4.25
EY19.23%
EPS(NY)4.71
Fwd EY21.33%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY38.54%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.59
PEG (5Y)0.95
Graham Number55.13
Profitability
| Industry Rank | Sector 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 Rank | Sector 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
WACC5.09%
ROIC/WACC0.91
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 Y8.88%
EPS Next 2Y7.76%
EPS Next 3Y7.68%
EPS Next 5Y7.36%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year7.91%
Revenue Next 2Y6.46%
Revenue Next 3Y5.96%
Revenue Next 5Y6.66%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year87.46%
EBIT Next 3Y30.06%
EBIT Next 5Y20.12%
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 5.2 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 8.88% in the next year.