SOUTHERN CO - SO 4.2 10/15/60 (SOJE) Fundamental Analysis & Valuation

Name: SOUTHERN CO - SO 4.2 10/15/60 (SOJE) Fundamental Analysis Rating
Brand: SOUTHERN CO - SO 4.2 10/15/60

NYSE:SOJE • US8425878837

16.99 USD

-0.1 (-0.59%)

Last: Mar 30, 2026, 08:04 PM

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

1. SOJE Profitability Analysis

1.1 Basic Checks

In the past year SOJE was profitable.
In the past year SOJE had a positive cash flow from operations.
Each year in the past 5 years SOJE has been profitable.
In the past 5 years SOJE always reported a positive cash flow from operatings.

1.2 Ratios

Looking at the Return On Assets, with a value of 2.79%, SOJE is in the better half of the industry, outperforming 65.96% of the companies in the same industry.
With an excellent Return On Equity value of 12.05%, SOJE belongs to the best of the industry, outperforming 82.98% of the companies in the same industry.
SOJE has a Return On Invested Capital of 4.30%. This is in the better half of the industry: SOJE outperforms 72.34% of its industry peers.
The Average Return On Invested Capital over the past 3 years for SOJE is in line with the industry average of 4.52%.
The last Return On Invested Capital (4.30%) for SOJE is above the 3 year average (4.15%), which is a sign of increasing profitability.

		Industry Rank	Sector 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%

1.3 Margins

The Profit Margin of SOJE (14.69%) is better than 72.34% of its industry peers.
SOJE's Profit Margin has been stable in the last couple of years.
Looking at the Operating Margin, with a value of 24.65%, SOJE belongs to the top of the industry, outperforming 80.85% 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.
With an excellent Gross Margin value of 88.95%, SOJE belongs to the best of the industry, outperforming 91.49% of the companies in the same industry.
In the last couple of years the Gross Margin of SOJE has remained more or less at the same level.

		Industry Rank	Sector 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%

More info and screens

ROA ROE ROIC Operating and Profit Margin Show most profitable peers

2. SOJE Health Analysis

2.1 Basic Checks

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SOJE is destroying value.
Compared to 1 year ago, SOJE has about the same amount of shares outstanding.
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 0.53, we must say that SOJE is in the distress zone and has some risk of bankruptcy.
With a Altman-Z score value of 0.53, SOJE is not doing good in the industry: 82.98% of the companies in the same industry are doing better.
SOJE has a Debt/Equity ratio of 1.84. This is a high value indicating a heavy dependency on external financing.
The Debt to Equity ratio of SOJE (1.84) is worse than 72.34% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	1.84
Debt/FCF	N/A
Altman-Z	0.53

ROIC/WACC0.86

WACC5%

2.3 Liquidity

A Current Ratio of 0.65 indicates that SOJE may have some problems paying its short term obligations.
Looking at the Current ratio, with a value of 0.65, SOJE is doing worse than 61.70% of the companies in the same industry.
SOJE has a Quick Ratio of 0.65. This is a bad value and indicates that SOJE is not financially healthy enough and could expect problems in meeting its short term obligations.
SOJE has a Quick ratio of 0.45. This is in the lower half of the industry: SOJE underperforms 65.96% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	0.65
Quick Ratio	0.45

More info and screens

WACC Debt/Equity How to determine the health of a company Altman-Z score Show peers with great health

3. SOJE Growth Analysis

3.1 Past

SOJE shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 5.91%.
Measured over the past 5 years, SOJE shows a small growth in Earnings Per Share. The EPS has been growing by 5.76% on average per year.
SOJE shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.58%.
The Revenue has been growing slightly by 7.72% on average over the past years.

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

SOJE is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 8.00% yearly.
Based on estimates for the next years, SOJE 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 Year8.79%

Revenue Next 2Y7.21%

Revenue Next 3Y7.06%

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.

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4. SOJE Valuation Analysis

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 3.95 indicates a rather cheap valuation of SOJE.
Based on the Price/Earnings ratio, SOJE is valued cheaper than 93.62% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 24.75, SOJE is valued rather cheaply.
With a Price/Forward Earnings ratio of 3.61, the valuation of SOJE can be described as very cheap.
Based on the Price/Forward Earnings ratio, SOJE is valued cheaply inside the industry as 93.62% of the companies are valued more expensively.
SOJE is valuated cheaply when we compare the Price/Forward Earnings ratio to 22.10, which is the current average of the S&P500 Index.

		Industry Rank	Sector Rank
PE	3.95
Fwd PE	3.61

4.2 Price Multiples

SOJE's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SOJE is cheaper than 91.49% 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 an outstanding profitability rating, which may justify a higher PE ratio.

PEG (NY)0.42

PEG (5Y)0.69

EPS Next 2Y8.5%

EPS Next 3Y8.58%

More info and screens

Price/Earnings Price/FCF FCF per share EV/EBITDA PEG RATIO Show best valued peers

5. SOJE Dividend Analysis

5.1 Amount

SOJE has a Yearly Dividend Yield of 3.10%. Purely for dividend investing, there may be better candidates out there.
SOJE's Dividend Yield is comparable with the industry average which is at 2.86.
Compared to an average S&P500 Dividend Yield of 1.89, SOJE pays a better dividend.

		Industry Rank	Sector Rank
Dividend Yield	3.1%

5.2 History

The dividend of SOJE has a limited annual growth rate of 2.35%.
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)2.35%

Div Incr Years0

Div Non Decr Years2

5.3 Sustainability

69.45% of the earnings are spent on dividend by SOJE. This is not a sustainable payout ratio.
The dividend of SOJE is growing, but earnings are growing more, so the dividend growth is sustainable.

DP69.45%

EPS Next 2Y8.5%

EPS Next 3Y8.58%

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SOJE Fundamentals: All Metrics, Ratios and Statistics

SOUTHERN CO - SO 4.2 10/15/60

NYSE:SOJE (3/30/2026, 8:04:00 PM)

16.99

-0.1 (-0.59%)

Chartmill FA Rating

GICS SectorUtilities

GICS IndustryGroupUtilities

GICS IndustryElectric Utilities

Earnings (Last)02-19 2026-02-19/bmo

Earnings (Next)04-23 2026-04-23/bmo

Inst Owners72.72%

Inst Owner ChangeN/A

Ins Owners0.12%

Ins Owner ChangeN/A

Market Cap19.02B

Revenue(TTM)29.55B

Net Income(TTM)4.34B

Analysts70.63

Price Target19.36 (13.95%)

Short Float %0%

Short Ratio0.14

Dividend

		Industry Rank	Sector Rank
Dividend Yield	3.1%

Yearly Dividend2.74

Dividend Growth(5Y)2.35%

DP69.45%

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)-1.9%

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)0%

PT rev (3m)-6.53%

EPS NQ rev (1m)-1.89%

EPS NQ rev (3m)-3.97%

EPS NY rev (1m)0.19%

EPS NY rev (3m)-0.18%

Revenue NQ rev (1m)2.29%

Revenue NQ rev (3m)0.27%

Revenue NY rev (1m)3.42%

Revenue NY rev (3m)3.9%

Valuation

		Industry Rank	Sector Rank
PE	3.95
Fwd PE	3.61
P/S	0.64
P/FCF	N/A
P/OCF	1.94
P/B	0.53
P/tB	0.62
EV/EBITDA	6.7

EPS(TTM)4.3

EY25.31%

EPS(NY)4.71

Fwd EY27.7%

FCF(TTM)-2.62

FCFYN/A

OCF(TTM)8.76

OCFY51.54%

SpS26.4

BVpS32.17

TBVpS27.3

PEG (NY)0.42

PEG (5Y)0.69

Graham Number55.79

Profitability

		Industry Rank	Sector 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 Rank	Sector 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	0.53

F-Score4

WACC5%

ROIC/WACC0.86

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 Year8.79%

Revenue Next 2Y7.21%

Revenue Next 3Y7.06%

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 4.2 10/15/60 / SOJE Fundamental Analysis 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 8 / 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 8 / 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 9.44% 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 69.45%.