SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJD - US8425878001
20.66 USD
0 (0%)
We assign a fundamental rating of 5 out of 10 to SOJD. SOJD was compared to 46 industry peers in the Electric Utilities industry. While SOJD has a great profitability rating, there are quite some concerns on its financial health. SOJD scores decently on growth, while it is valued quite cheap. This could make an interesting combination. Finally SOJD also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
In the past year SOJD was profitable.
In the past year SOJD had a positive cash flow from operations.
Each year in the past 5 years SOJD has been profitable.
Each year in the past 5 years SOJD had a positive operating cash flow.
1.2 Ratios
Looking at the Return On Assets, with a value of 2.91%, SOJD is in the better half of the industry, outperforming 60.87% of the companies in the same industry.
Looking at the Return On Equity, with a value of 12.74%, SOJD is in the better half of the industry, outperforming 76.09% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 4.62%, SOJD is in the better half of the industry, outperforming 73.91% of the companies in the same industry.
SOJD had an Average Return On Invested Capital over the past 3 years of 4.14%. This is in line with the industry average of 4.58%.
The 3 year average ROIC (4.14%) for SOJD is below the current ROIC(4.62%), indicating increased profibility in the last year.
| 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
With a decent Profit Margin value of 15.42%, SOJD is doing good in the industry, outperforming 71.74% of the companies in the same industry.
SOJD's Profit Margin has declined in the last couple of years.
With an excellent Operating Margin value of 25.68%, SOJD belongs to the best of the industry, outperforming 80.43% of the companies in the same industry.
SOJD's Operating Margin has been stable in the last couple of years.
SOJD has a better Gross Margin (89.28%) than 89.13% of its industry peers.
In the last couple of years the Gross Margin of SOJD has remained more or less at the same level.
| 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
SOJD has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
SOJD has about the same amout of shares outstanding than it did 1 year ago.
Compared to 5 years ago, SOJD has about the same amount of shares outstanding.
Compared to 1 year ago, SOJD has a worse debt to assets ratio.
2.2 Solvency
SOJD has an Altman-Z score of 0.57. This is a bad value and indicates that SOJD is not financially healthy and even has some risk of bankruptcy.
With a Altman-Z score value of 0.57, SOJD is not doing good in the industry: 80.43% of the companies in the same industry are doing better.
A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJD has dependencies on debt financing.
SOJD's Debt to Equity ratio of 1.85 is on the low side compared to the rest of the industry. SOJD is outperformed by 76.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.57 |
ROIC/WACC0.93
WACC4.95%
2.3 Liquidity
SOJD has a Current Ratio of 0.75. This is a bad value and indicates that SOJD 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, SOJD is in line with its industry, outperforming 43.48% of the companies in the same industry.
A Quick Ratio of 0.56 indicates that SOJD may have some problems paying its short term obligations.
SOJD has a Quick ratio of 0.56. This is in the lower half of the industry: SOJD underperforms 60.87% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.75 | ||
| Quick Ratio | 0.56 |
3. Growth
3.1 Past
The Earnings Per Share has been growing slightly by 1.19% over the past year.
The Earnings Per Share has been growing slightly by 5.48% on average over the past years.
Looking at the last year, SOJD shows a quite strong growth in Revenue. The Revenue has grown by 9.40% in the last year.
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.
Based on estimates for the next years, SOJD will show a small growth in Revenue. The Revenue will grow by 6.66% on average per year.
EPS Next Y8.88%
EPS Next 2Y7.76%
EPS Next 3Y7.68%
EPS Next 5Y7.36%
Revenue Next Year8.18%
Revenue Next 2Y6.59%
Revenue Next 3Y6.04%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 4.86, which indicates a rather cheap valuation of SOJD.
SOJD's Price/Earnings ratio is rather cheap when compared to the industry. SOJD is cheaper than 89.13% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 27.25. SOJD is valued rather cheaply when compared to this.
The Price/Forward Earnings ratio is 4.38, which indicates a rather cheap valuation of SOJD.
Based on the Price/Forward Earnings ratio, SOJD is valued cheaper than 91.30% of the companies in the same industry.
SOJD is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.98, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.86 | ||
| Fwd PE | 4.38 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SOJD indicates a rather cheap valuation: SOJD is cheaper than 89.13% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 6.94 |
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.
SOJD has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.55
PEG (5Y)0.89
EPS Next 2Y7.76%
EPS Next 3Y7.68%
5. Dividend
5.1 Amount
SOJD has a Yearly Dividend Yield of 6.38%, which is a nice return.
SOJD's Dividend Yield is rather good when compared to the industry average which is at 3.46. SOJD pays more dividend than 89.13% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 1.92, SOJD pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.38% |
5.2 History
The dividend of SOJD has a limited annual growth rate of 1.87%.
SOJD has been paying a dividend for over 5 years, so it has already some track record.
SOJD has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)1.87%
Div Incr Years0
Div Non Decr Years4
5.3 Sustainability
SOJD pays out 67.01% of its income as dividend. This is not a sustainable payout ratio.
SOJD's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP67.01%
EPS Next 2Y7.76%
EPS Next 3Y7.68%
SOUTHERN CO - SO 4.95 01/30/2080
NYSE:SOJD (1/13/2026, 9:36:02 AM)
20.66
0 (0%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap22.75B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target23.42 (13.36%)
Short Float %0%
Short Ratio0.26
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.38% |
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years4
Ex-Date
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)0.86%
PT rev (3m)6.38%
EPS NQ rev (1m)-1.1%
EPS NQ rev (3m)-8.5%
EPS NY rev (1m)0.15%
EPS NY rev (3m)0.59%
Revenue NQ rev (1m)0.47%
Revenue NQ rev (3m)-4.81%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)1.26%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.86 | ||
| Fwd PE | 4.38 | ||
| P/S | 0.79 | ||
| P/FCF | N/A | ||
| P/OCF | 2.43 | ||
| P/B | 0.65 | ||
| P/tB | 0.77 | ||
| EV/EBITDA | 6.94 |
EPS(TTM)4.25
EY20.57%
EPS(NY)4.71
Fwd EY22.82%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY41.22%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.55
PEG (5Y)0.89
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 | 0.57 |
F-Score5
WACC4.95%
ROIC/WACC0.93
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 Year8.18%
Revenue Next 2Y6.59%
Revenue Next 3Y6.04%
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 4.95 01/30/2080 / SOJD FAQ
What is the fundamental rating for SOJD stock?
ChartMill assigns a fundamental rating of 5 / 10 to SOJD.
What is the valuation status of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) stock?
ChartMill assigns a valuation rating of 7 / 10 to SOUTHERN CO - SO 4.95 01/30/2080 (SOJD). This can be considered as Undervalued.
What is the profitability of SOJD stock?
SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) has a profitability rating of 7 / 10.
Can you provide the PE and PB ratios for SOJD stock?
The Price/Earnings (PE) ratio for SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is 4.86 and the Price/Book (PB) ratio is 0.65.
What is the financial health of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) stock?
The financial health rating of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is 1 / 10.