SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJD - US8425878001
20.31 USD
+0.01 (+0.05%)
20.2811 USD
-0.03 (-0.14%)
Overall SOJD gets a fundamental rating of 5 out of 10. We evaluated SOJD against 47 industry peers in the Electric Utilities industry. SOJD scores excellent on profitability, but there are concerns on its financial health. SOJD may be a bit undervalued, certainly considering the very reasonable score on growth
1. Profitability
1.1 Basic Checks
SOJD had positive earnings in the past year.
In the past year SOJD had a positive cash flow from operations.
In the past 5 years SOJD has always been profitable.
In the past 5 years SOJD always reported a positive cash flow from operatings.
1.2 Ratios
With a Return On Assets value of 2.91%, SOJD perfoms like the industry average, outperforming 57.45% of the companies in the same industry.
The Return On Equity of SOJD (12.74%) is better than 76.60% of its industry peers.
SOJD's Return On Invested Capital of 4.62% is fine compared to the rest of the industry. SOJD outperforms 70.21% of its industry peers.
The Average Return On Invested Capital over the past 3 years for SOJD is in line with the industry average of 5.04%.
The last Return On Invested Capital (4.62%) for SOJD 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
SOJD has a Profit Margin of 15.42%. This is in the better half of the industry: SOJD outperforms 72.34% of its industry peers.
SOJD's Profit Margin has declined in the last couple of years.
SOJD's Operating Margin of 25.68% is amongst the best of the industry. SOJD outperforms 80.85% of its industry peers.
SOJD's Operating Margin has been stable in the last couple of years.
With an excellent Gross Margin value of 89.28%, SOJD belongs to the best of the industry, outperforming 89.36% of the companies in the same industry.
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.
SOJD has about the same amout of shares outstanding than it did 5 years ago.
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.
SOJD has a Altman-Z score of 0.57. This is amonst the worse of the industry: SOJD underperforms 80.85% of its industry peers.
A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJD has dependencies on debt financing.
SOJD has a worse Debt to Equity ratio (1.85) than 78.72% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.57 |
ROIC/WACC0.95
WACC4.87%
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.
SOJD's Current ratio of 0.75 is in line compared to the rest of the industry. SOJD outperforms 40.43% of its industry peers.
A Quick Ratio of 0.56 indicates that SOJD may have some problems paying its short term obligations.
SOJD's Quick ratio of 0.56 is on the low side compared to the rest of the industry. SOJD is outperformed by 63.83% 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
SOJD is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.18% yearly.
The Revenue is expected to grow by 6.32% on average over the next years.
EPS Next Y8.71%
EPS Next 2Y7.78%
EPS Next 3Y7.76%
EPS Next 5Y7.18%
Revenue Next Year8.22%
Revenue Next 2Y6.48%
Revenue Next 3Y5.99%
Revenue Next 5Y6.32%
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.
4. Valuation
4.1 Price/Earnings Ratio
SOJD is valuated cheaply with a Price/Earnings ratio of 4.78.
89.36% of the companies in the same industry are more expensive than SOJD, based on the Price/Earnings ratio.
Compared to an average S&P500 Price/Earnings ratio of 26.61, SOJD is valued rather cheaply.
A Price/Forward Earnings ratio of 4.31 indicates a rather cheap valuation of SOJD.
Compared to the rest of the industry, the Price/Forward Earnings ratio of SOJD indicates a rather cheap valuation: SOJD is cheaper than 91.49% of the companies listed in the same industry.
SOJD's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 24.01.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.78 | ||
| Fwd PE | 4.31 |
4.2 Price Multiples
SOJD's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SOJD is cheaper than 87.23% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 6.91 |
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)0.87
EPS Next 2Y7.78%
EPS Next 3Y7.76%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.39%, SOJD has a reasonable but not impressive dividend return.
SOJD's Dividend Yield is comparable with the industry average which is at 2.95.
Compared to an average S&P500 Dividend Yield of 1.87, SOJD pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.39% |
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 2Y7.78%
EPS Next 3Y7.76%
SOUTHERN CO - SO 4.95 01/30/2080
NYSE:SOJD (12/22/2025, 8:15:04 PM)
After market: 20.2811 -0.03 (-0.14%)20.31
+0.01 (+0.05%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners74.14%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap22.36B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70.3
Price Target23.22 (14.33%)
Short Float %0%
Short Ratio0.1
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.39% |
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)0.67%
PT rev (3m)-1.92%
EPS NQ rev (1m)-1.51%
EPS NQ rev (3m)-8.62%
EPS NY rev (1m)0.32%
EPS NY rev (3m)0.49%
Revenue NQ rev (1m)-1.91%
Revenue NQ rev (3m)-4.81%
Revenue NY rev (1m)0.55%
Revenue NY rev (3m)1.3%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.78 | ||
| Fwd PE | 4.31 | ||
| P/S | 0.77 | ||
| P/FCF | N/A | ||
| P/OCF | 2.38 | ||
| P/B | 0.64 | ||
| P/tB | 0.76 | ||
| EV/EBITDA | 6.91 |
EPS(TTM)4.25
EY20.93%
EPS(NY)4.72
Fwd EY23.22%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY41.93%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.55
PEG (5Y)0.87
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
WACC4.87%
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 Y8.71%
EPS Next 2Y7.78%
EPS Next 3Y7.76%
EPS Next 5Y7.18%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year8.22%
Revenue Next 2Y6.48%
Revenue Next 3Y5.99%
Revenue Next 5Y6.32%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year88.88%
EBIT Next 3Y30.14%
EBIT Next 5Y19.79%
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.
Can you provide the valuation status for SOUTHERN CO - SO 4.95 01/30/2080?
ChartMill assigns a valuation rating of 7 / 10 to SOUTHERN CO - SO 4.95 01/30/2080 (SOJD). This can be considered as Undervalued.
How profitable is SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) stock?
SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) has a profitability rating of 7 / 10.
What is the valuation of SOUTHERN CO - SO 4.95 01/30/2080 based on its PE and PB ratios?
The Price/Earnings (PE) ratio for SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is 4.78 and the Price/Book (PB) ratio is 0.64.
Can you provide the expected EPS growth for SOJD stock?
The Earnings per Share (EPS) of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is expected to grow by 8.71% in the next year.