SOUTHERN CO - SO 4.2 10/15/60 (SOJE) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJE - US8425878837
17.69 USD
-0.1 (-0.56%)
We assign a fundamental rating of 5 out of 10 to SOJE. SOJE was compared to 47 industry peers in the Electric Utilities industry. While SOJE belongs to the best of the industry regarding profitability, there are 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.
In the past 5 years SOJE has always been profitable.
SOJE had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With a Return On Assets value of 2.91%, SOJE perfoms like the industry average, outperforming 59.57% of the companies in the same industry.
SOJE's Return On Equity of 12.74% is fine compared to the rest of the industry. SOJE outperforms 78.72% of its industry peers.
Looking at the Return On Invested Capital, with a value of 4.62%, SOJE is in the better half of the industry, outperforming 72.34% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for SOJE is in line with the industry average of 5.04%.
The 3 year average ROIC (4.14%) for SOJE 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
SOJE's Profit Margin of 15.42% is fine compared to the rest of the industry. SOJE outperforms 74.47% of its industry peers.
SOJE's Profit Margin has declined in the last couple of years.
With an excellent Operating Margin value of 25.68%, SOJE belongs to the best of the industry, outperforming 82.98% of the companies in the same industry.
In the last couple of years the Operating Margin of SOJE has remained more or less at the same level.
Looking at the Gross Margin, with a value of 89.28%, SOJE belongs to the top of the industry, outperforming 91.49% of the companies in the same industry.
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
SOJE has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, SOJE has about the same amount of shares outstanding.
The number of shares outstanding for SOJE remains at a similar level compared to 5 years ago.
Compared to 1 year ago, SOJE has a worse debt to assets ratio.
2.2 Solvency
SOJE has an Altman-Z score of 0.56. This is a bad value and indicates that SOJE is not financially healthy and even has some risk of bankruptcy.
SOJE has a Altman-Z score of 0.56. This is amonst the worse of the industry: SOJE underperforms 82.98% of its industry peers.
A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJE has dependencies on debt financing.
SOJE has a worse Debt to Equity ratio (1.85) than 76.60% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.56 |
ROIC/WACC0.95
WACC4.85%
2.3 Liquidity
A Current Ratio of 0.75 indicates that SOJE may have some problems paying its short term obligations.
SOJE's Current ratio of 0.75 is in line compared to the rest of the industry. SOJE outperforms 42.55% of its industry peers.
A Quick Ratio of 0.56 indicates that SOJE may have some problems paying its short term obligations.
SOJE has a Quick ratio of 0.56. This is in the lower half of the industry: SOJE underperforms 61.70% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.75 | ||
| Quick Ratio | 0.56 |
3. Growth
3.1 Past
SOJE 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, SOJE shows a small growth in Earnings Per Share. The EPS has been growing by 5.48% on average per year.
SOJE 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 7.18% on average over the next years.
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
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
A Price/Earnings ratio of 4.16 indicates a rather cheap valuation of SOJE.
Based on the Price/Earnings ratio, SOJE is valued cheaper than 91.49% of the companies in the same industry.
SOJE is valuated cheaply when we compare the Price/Earnings ratio to 26.61, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 3.75, 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 93.62% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 24.01. SOJE is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.16 | ||
| Fwd PE | 3.75 |
4.2 Price Multiples
SOJE's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SOJE is cheaper than 89.36% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 6.7 |
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.
SOJE has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.48
PEG (5Y)0.76
EPS Next 2Y7.78%
EPS Next 3Y7.76%
5. Dividend
5.1 Amount
SOJE has a Yearly Dividend Yield of 3.39%. Purely for dividend investing, there may be better candidates out there.
SOJE'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, SOJE pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.39% |
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.
The dividend of SOJE decreased 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 2Y7.78%
EPS Next 3Y7.76%
NYSE:SOJE (12/23/2025, 3:21:47 PM)
17.69
-0.1 (-0.56%)
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 Cap19.48B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70.3
Price Target20.65 (16.73%)
Short Float %0%
Short Ratio0.24
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 Years2
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)0.34%
PT rev (3m)-0.26%
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 | 4.16 | ||
| Fwd PE | 3.75 | ||
| P/S | 0.67 | ||
| P/FCF | N/A | ||
| P/OCF | 2.08 | ||
| P/B | 0.56 | ||
| P/tB | 0.66 | ||
| EV/EBITDA | 6.7 |
EPS(TTM)4.25
EY24.02%
EPS(NY)4.72
Fwd EY26.66%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY48.15%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.48
PEG (5Y)0.76
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
WACC4.85%
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 4.2 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 of SOUTHERN CO - SO 4.2 10/15/60 (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 are the PE and PB ratios of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) stock?
The Price/Earnings (PE) ratio for SOUTHERN CO - SO 4.2 10/15/60 (SOJE) is 4.16 and the Price/Book (PB) ratio is 0.56.
How sustainable is the dividend of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) stock?
The dividend rating of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) is 5 / 10 and the dividend payout ratio is 67.01%.