SOUTHERN CO - SO 4.2 10/15/60 (SOJE) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SOJE • US8425878837
18.22 USD
-0.01 (-0.05%)
Last: Feb 6, 2026, 08:06 PM
SOJE gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 46 industry peers in the Electric Utilities industry. While SOJE has a great profitability rating, there are quite some concerns on its financial health. SOJE scores decently on growth, while it is valued quite cheap. This could make an interesting combination.
1. Profitability
1.1 Basic Checks
- In the past year SOJE was profitable.
- In the past year SOJE had a positive cash flow from operations.
- SOJE had positive earnings in each of the past 5 years.
- In the past 5 years SOJE always reported a positive cash flow from operatings.
1.2 Ratios
- SOJE has a Return On Assets of 2.91%. This is in the better half of the industry: SOJE outperforms 63.04% of its industry peers.
- Looking at the Return On Equity, with a value of 12.74%, SOJE is in the better half of the industry, outperforming 78.26% of the companies in the same industry.
- The Return On Invested Capital of SOJE (4.62%) is better than 76.09% of its industry peers.
- SOJE had an Average Return On Invested Capital over the past 3 years of 4.14%. This is in line with the industry average of 4.57%.
- The last Return On Invested Capital (4.62%) for SOJE 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
- SOJE has a Profit Margin of 15.42%. This is in the better half of the industry: SOJE outperforms 73.91% of its industry peers.
- In the last couple of years the Profit Margin of SOJE has declined.
- SOJE has a better Operating Margin (25.68%) than 82.61% of its industry peers.
- SOJE's Operating Margin has been stable in the last couple of years.
- The Gross Margin of SOJE (89.28%) is better than 91.30% of its industry peers.
- SOJE'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), SOJE is destroying value.
- SOJE has about the same amout of shares outstanding than it did 1 year ago.
- Compared to 5 years ago, SOJE has about the same amount of shares outstanding.
- The debt/assets ratio for SOJE is higher compared to a year ago.
2.2 Solvency
- Based on the Altman-Z score of 0.56, we must say that SOJE is in the distress zone and has some risk of bankruptcy.
- SOJE has a Altman-Z score of 0.56. This is amonst the worse of the industry: SOJE underperforms 82.61% of its industry peers.
- SOJE has a Debt/Equity ratio of 1.85. This is a high value indicating a heavy dependency on external financing.
- With a Debt to Equity ratio value of 1.85, SOJE is not doing good in the industry: 73.91% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.56 |
ROIC/WACC0.96
WACC4.81%
2.3 Liquidity
- A Current Ratio of 0.75 indicates that SOJE may have some problems paying its short term obligations.
- SOJE has a Current ratio (0.75) which is comparable to the rest of the industry.
- A Quick Ratio of 0.56 indicates that SOJE may have some problems paying its short term obligations.
- The Quick ratio of SOJE (0.56) is comparable to the rest of the industry.
| 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.
- Measured over the past 5 years, SOJE 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.
- SOJE shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.53% yearly.
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
- SOJE is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.36% yearly.
- Based on estimates for the next years, SOJE will show a small growth in Revenue. The Revenue will grow by 6.66% on average per year.
EPS Next Y8.88%
EPS Next 2Y7.77%
EPS Next 3Y7.68%
EPS Next 5Y7.36%
Revenue Next Year8.51%
Revenue Next 2Y6.82%
Revenue Next 3Y6.3%
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
- The Price/Earnings ratio is 4.29, which indicates a rather cheap valuation of SOJE.
- Based on the Price/Earnings ratio, SOJE is valued cheaply inside the industry as 93.48% of the companies are valued more expensively.
- Compared to an average S&P500 Price/Earnings ratio of 27.92, SOJE is valued rather cheaply.
- Based on the Price/Forward Earnings ratio of 3.86, the valuation of SOJE can be described as very cheap.
- SOJE's Price/Forward Earnings ratio is rather cheap when compared to the industry. SOJE is cheaper than 95.65% of the companies in the same industry.
- SOJE is valuated cheaply when we compare the Price/Forward Earnings ratio to 27.78, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.29 | ||
| Fwd PE | 3.86 |
4.2 Price Multiples
- SOJE's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SOJE is cheaper than 91.30% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 6.73 |
4.3 Compensation for Growth
- SOJE'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 SOJE may justify a higher PE ratio.
PEG (NY)0.48
PEG (5Y)0.78
EPS Next 2Y7.77%
EPS Next 3Y7.68%
5. Dividend
5.1 Amount
- SOJE has a Yearly Dividend Yield of 3.32%.
- Compared to an average industry Dividend Yield of 2.90, SOJE has a dividend in line with its industry peers.
- SOJE's Dividend Yield is rather good when compared to the S&P500 average which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.32% |
5.2 History
- The dividend of SOJE has a limited annual growth rate of 1.87%.
- SOJE has been paying a dividend for over 5 years, so it has already some track record.
- SOJE has decreased its dividend in the last 3 years.
Dividend Growth(5Y)1.87%
Div Incr Years0
Div Non Decr Years2
5.3 Sustainability
- SOJE pays out 67.01% of its income as dividend. This is not a sustainable payout ratio.
- SOJE's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP67.01%
EPS Next 2Y7.77%
EPS Next 3Y7.68%
NYSE:SOJE (2/6/2026, 8:06:44 PM)
18.22
-0.01 (-0.05%)
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 Cap20.06B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target20.78 (14.05%)
Short Float %0.01%
Short Ratio1.06
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.32% |
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years2
Ex-Date01-14 2026-01-14 (0.2625)
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)0.34%
PT rev (3m)1.94%
EPS NQ rev (1m)-1.55%
EPS NQ rev (3m)-10.75%
EPS NY rev (1m)0%
EPS NY rev (3m)0.54%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)-0.52%
Revenue NY rev (1m)0.31%
Revenue NY rev (3m)1.08%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.29 | ||
| Fwd PE | 3.86 | ||
| P/S | 0.69 | ||
| P/FCF | N/A | ||
| P/OCF | 2.14 | ||
| P/B | 0.57 | ||
| P/tB | 0.68 | ||
| EV/EBITDA | 6.73 |
EPS(TTM)4.25
EY23.33%
EPS(NY)4.72
Fwd EY25.88%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY46.75%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.48
PEG (5Y)0.78
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 | 0.56 |
F-Score5
WACC4.81%
ROIC/WACC0.96
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 2Y7.77%
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 Year8.51%
Revenue Next 2Y6.82%
Revenue Next 3Y6.3%
Revenue Next 5Y6.66%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year85.59%
EBIT Next 3Y29.87%
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 4.2 10/15/60 / SOJE FAQ
What is the ChartMill fundamental rating of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) stock?
ChartMill assigns a fundamental rating of 5 / 10 to SOJE.
What is the valuation status for SOJE stock?
ChartMill assigns a valuation rating of 7 / 10 to SOUTHERN CO - SO 4.2 10/15/60 (SOJE). This can be considered as Undervalued.
Can you provide the profitability details for SOUTHERN CO - SO 4.2 10/15/60?
SOUTHERN CO - SO 4.2 10/15/60 (SOJE) has a profitability rating of 7 / 10.
What is the earnings growth outlook for SOUTHERN CO - SO 4.2 10/15/60?
The Earnings per Share (EPS) of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) is expected to grow by 8.88% in the next year.
Is the dividend of SOUTHERN CO - SO 4.2 10/15/60 sustainable?
The dividend rating of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) is 5 / 10 and the dividend payout ratio is 67.01%.