SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) Fundamental Analysis & Valuation

NYSE:SOJD • US8425878001

Current stock price

20.27 USD
-0.11 (-0.54%)
Last:

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

7

1. SOJD Profitability Analysis

1.1 Basic Checks

  • In the past year SOJD was profitable.
  • SOJD had a positive operating cash flow in the past year.
  • In the past 5 years SOJD has always been profitable.
  • SOJD had a positive operating cash flow in each of the past 5 years.
SOJD Yearly Net Income VS EBIT VS OCF VS FCFSOJD 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

  • SOJD has a better Return On Assets (2.79%) than 63.04% of its industry peers.
  • The Return On Equity of SOJD (12.05%) is better than 78.26% of its industry peers.
  • The Return On Invested Capital of SOJD (4.30%) is better than 69.57% 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 4.49%.
  • The 3 year average ROIC (4.15%) for SOJD 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%
SOJD Yearly ROA, ROE, ROICSOJD Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • The Profit Margin of SOJD (14.69%) is better than 69.57% of its industry peers.
  • In the last couple of years the Profit Margin of SOJD has remained more or less at the same level.
  • SOJD has a better Operating Margin (24.65%) than 78.26% of its industry peers.
  • SOJD's Operating Margin has been stable in the last couple of years.
  • SOJD's Gross Margin of 88.95% is amongst the best of the industry. SOJD outperforms 89.13% of its industry peers.
  • SOJD'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%
SOJD Yearly Profit, Operating, Gross MarginsSOJD 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. SOJD Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SOJD is destroying value.
  • Compared to 1 year ago, SOJD has about the same amount of shares outstanding.
  • The number of shares outstanding for SOJD remains at a similar level compared to 5 years ago.
  • Compared to 1 year ago, SOJD has a worse debt to assets ratio.
SOJD Yearly Shares OutstandingSOJD Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
SOJD Yearly Total Debt VS Total AssetsSOJD 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 SOJD is in the distress zone and has some risk of bankruptcy.
  • SOJD's Altman-Z score of 0.55 is on the low side compared to the rest of the industry. SOJD is outperformed by 80.43% of its industry peers.
  • SOJD has a Debt/Equity ratio of 1.84. This is a high value indicating a heavy dependency on external financing.
  • SOJD's Debt to Equity ratio of 1.84 is on the low side compared to the rest of the industry. SOJD is outperformed by 73.91% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.55
ROIC/WACC0.88
WACC4.88%
SOJD Yearly LT Debt VS Equity VS FCFSOJD 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

  • SOJD has a Current Ratio of 0.65. 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 has a worse Current ratio (0.65) than 63.04% of its industry peers.
  • A Quick Ratio of 0.45 indicates that SOJD may have some problems paying its short term obligations.
  • SOJD has a worse Quick ratio (0.45) than 67.39% of its industry peers.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
SOJD Yearly Current Assets VS Current LiabilitesSOJD 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. SOJD Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 5.91% over the past year.
  • SOJD shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.76% yearly.
  • The Revenue has grown by 10.58% in the past year. This is quite good.
  • SOJD shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.72% yearly.
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

  • The Earnings Per Share is expected to grow by 8.00% on average over the next years. This is quite good.
  • Based on estimates for the next years, SOJD will show a small growth in Revenue. The Revenue will grow by 6.80% on average per year.
EPS Next Y9.44%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
EPS Next 5Y8%
Revenue Next Year8.73%
Revenue Next 2Y7.16%
Revenue Next 3Y7.14%
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.
SOJD Yearly Revenue VS EstimatesSOJD 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
SOJD Yearly EPS VS EstimatesSOJD 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. SOJD Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 4.71 indicates a rather cheap valuation of SOJD.
  • Compared to the rest of the industry, the Price/Earnings ratio of SOJD indicates a rather cheap valuation: SOJD is cheaper than 91.30% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of SOJD to the average of the S&P500 Index (25.71), we can say SOJD is valued rather cheaply.
  • The Price/Forward Earnings ratio is 4.31, which 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 91.30% 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 23.83.
Industry RankSector Rank
PE 4.71
Fwd PE 4.31
SOJD Price Earnings VS Forward Price EarningsSOJD Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • 89.13% of the companies in the same industry are more expensive than SOJD, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 6.99
SOJD Per share dataSOJD 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.
  • SOJD has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.5
PEG (5Y)0.82
EPS Next 2Y8.5%
EPS Next 3Y8.58%

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

5

5. SOJD Dividend Analysis

5.1 Amount

  • SOJD has a Yearly Dividend Yield of 3.03%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 2.87, SOJD has a dividend in line with its industry peers.
  • SOJD's Dividend Yield is rather good when compared to the S&P500 average which is at 1.91.
Industry RankSector Rank
Dividend Yield 3.03%

5.2 History

  • The dividend of SOJD has a limited annual growth rate of 2.35%.
  • 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)2.35%
Div Incr Years0
Div Non Decr Years4
SOJD Yearly Dividends per shareSOJD 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

  • SOJD pays out 69.45% of its income as dividend. This is not a sustainable payout ratio.
  • The dividend of SOJD is growing, but earnings are growing more, so the dividend growth is sustainable.
DP69.45%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
SOJD Yearly Income VS Free CF VS DividendSOJD 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
SOJD Dividend Payout.SOJD Dividend Payout, showing the Payout Ratio.SOJD Dividend Payout.PayoutRetained Earnings

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SOJD Fundamentals: All Metrics, Ratios and Statistics

SOUTHERN CO - SO 4.95 01/30/2080

NYSE:SOJD (3/16/2026, 4:15:00 PM)

20.27

-0.11 (-0.54%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-19
Earnings (Next)04-29
Inst Owners72.72%
Inst Owner ChangeN/A
Ins Owners0.12%
Ins Owner ChangeN/A
Market Cap22.69B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts70.63
Price Target21.87 (7.89%)
Short Float %0.01%
Short Ratio1.81
Dividend
Industry RankSector Rank
Dividend Yield 3.03%
Yearly Dividend2.74
Dividend Growth(5Y)2.35%
DP69.45%
Div Incr Years0
Div Non Decr Years4
Ex-Date01-29
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)-3.31%
PT rev (3m)-5.8%
EPS NQ rev (1m)-4.53%
EPS NQ rev (3m)-5.09%
EPS NY rev (1m)0.19%
EPS NY rev (3m)-0.23%
Revenue NQ rev (1m)0.27%
Revenue NQ rev (3m)0.27%
Revenue NY rev (1m)3.37%
Revenue NY rev (3m)4.07%
Valuation
Industry RankSector Rank
PE 4.71
Fwd PE 4.31
P/S 0.77
P/FCF N/A
P/OCF 2.31
P/B 0.63
P/tB 0.74
EV/EBITDA 6.99
EPS(TTM)4.3
EY21.21%
EPS(NY)4.71
Fwd EY23.22%
FCF(TTM)-2.62
FCFYN/A
OCF(TTM)8.76
OCFY43.2%
SpS26.4
BVpS32.17
TBVpS27.3
PEG (NY)0.5
PEG (5Y)0.82
Graham Number55.79
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
WACC4.88%
ROIC/WACC0.88
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 Y9.44%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
EPS Next 5Y8%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%
Revenue Next Year8.73%
Revenue Next 2Y7.16%
Revenue Next 3Y7.14%
Revenue Next 5Y6.8%
EBIT growth 1Y3.38%
EBIT growth 3Y8.23%
EBIT growth 5Y7.2%
EBIT Next Year83.86%
EBIT Next 3Y29.67%
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 4.95 01/30/2080 / SOJD Fundamental Analysis FAQ

What is the fundamental rating for SOJD stock?

ChartMill assigns a fundamental rating of 4 / 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 4.71 and the Price/Book (PB) ratio is 0.63.


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 0 / 10.