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

NYSE:SOJE • US8425878837

Current stock price

17.4 USD
-0.07 (-0.4%)
At close:
17.3 USD
-0.1 (-0.57%)
After Hours:

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

8

1. SOJE Profitability Analysis

1.1 Basic Checks

  • In the past year SOJE was profitable.
  • SOJE had a positive operating cash flow in the past year.
  • In the past 5 years SOJE has always been profitable.
  • In the past 5 years SOJE always reported a positive cash flow from operatings.
SOJE Yearly Net Income VS EBIT VS OCF VS FCFSOJE 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

  • With a decent Return On Assets value of 2.79%, SOJE is doing good in the industry, outperforming 65.96% of the companies in the same industry.
  • SOJE has a Return On Equity of 12.05%. This is amongst the best in the industry. SOJE outperforms 82.98% of its industry peers.
  • The Return On Invested Capital of SOJE (4.30%) is better than 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 3 year average ROIC (4.15%) for SOJE 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%
SOJE Yearly ROA, ROE, ROICSOJE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • With a decent Profit Margin value of 14.69%, SOJE is doing good in the industry, outperforming 72.34% of the companies in the same industry.
  • In the last couple of years the Profit Margin of SOJE has remained more or less at the same level.
  • SOJE has a Operating Margin of 24.65%. This is amongst the best in the industry. SOJE outperforms 80.85% of its industry peers.
  • In the last couple of years the Operating Margin of SOJE has remained more or less at the same level.
  • SOJE has a Gross Margin of 88.95%. This is amongst the best in the industry. SOJE outperforms 91.49% of its industry peers.
  • In the last couple of years the Gross Margin of SOJE has remained more or less at the same level.
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%
SOJE Yearly Profit, Operating, Gross MarginsSOJE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

0

2. SOJE Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SOJE is destroying value.
  • SOJE has about the same amout of shares outstanding than it did 1 year ago.
  • The number of shares outstanding for SOJE remains at a similar level compared to 5 years ago.
  • The debt/assets ratio for SOJE is higher compared to a year ago.
SOJE Yearly Shares OutstandingSOJE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
SOJE Yearly Total Debt VS Total AssetsSOJE 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

  • SOJE has an Altman-Z score of 0.53. This is a bad value and indicates that SOJE is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.53, SOJE is doing worse than 82.98% of the companies in the same industry.
  • SOJE has a Debt/Equity ratio of 1.84. This is a high value indicating a heavy dependency on external financing.
  • SOJE has a worse Debt to Equity ratio (1.84) than 72.34% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.53
ROIC/WACC0.9
WACC4.8%
SOJE Yearly LT Debt VS Equity VS FCFSOJE 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

  • A Current Ratio of 0.65 indicates that SOJE may have some problems paying its short term obligations.
  • SOJE has a worse Current ratio (0.65) than 61.70% of its industry peers.
  • A Quick Ratio of 0.45 indicates that SOJE may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.45, SOJE is doing worse than 63.83% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
SOJE Yearly Current Assets VS Current LiabilitesSOJE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

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%.
  • SOJE 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.
  • Measured over the past years, SOJE shows a small growth in Revenue. The Revenue has been growing by 7.72% on average per year.
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 a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.90% yearly.
  • Based on estimates for the next years, SOJE will show a small growth in Revenue. The Revenue will grow by 6.33% on average per year.
EPS Next Y9.42%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
EPS Next 5Y7.9%
Revenue Next Year8.18%
Revenue Next 2Y6.87%
Revenue Next 3Y6.63%
Revenue Next 5Y6.33%

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.
  • 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.
SOJE Yearly Revenue VS EstimatesSOJE 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
SOJE Yearly EPS VS EstimatesSOJE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

More info and screens

Find the best growth stocksShow best growing peers

8

4. SOJE Valuation Analysis

4.1 Price/Earnings Ratio

  • SOJE is valuated cheaply with a Price/Earnings ratio of 4.05.
  • SOJE's Price/Earnings ratio is rather cheap when compared to the industry. SOJE is cheaper than 91.49% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of SOJE to the average of the S&P500 Index (27.15), we can say SOJE is valued rather cheaply.
  • With a Price/Forward Earnings ratio of 3.70, the valuation of SOJE can be described as very cheap.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SOJE indicates a rather cheap valuation: SOJE is cheaper than 93.62% of the companies listed in the same industry.
  • SOJE's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.12.
Industry RankSector Rank
PE 4.05
Fwd PE 3.7
SOJE Price Earnings VS Forward Price EarningsSOJE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SOJE is valued cheaper than 93.62% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 6.75
SOJE Per share dataSOJE 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.
  • The excellent profitability rating of SOJE may justify a higher PE ratio.
PEG (NY)0.43
PEG (5Y)0.7
EPS Next 2Y8.55%
EPS Next 3Y8.64%

More info and screens

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

5

5. SOJE Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.24%, SOJE has a reasonable but not impressive dividend return.
  • SOJE's Dividend Yield is comparable with the industry average which is at 2.83.
  • SOJE's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 3.24%

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 not decreased its dividend in the last 3 years.
Dividend Growth(5Y)2.35%
Div Incr Years0
Div Non Decr Years3
SOJE Yearly Dividends per shareSOJE Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

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 2Y8.55%
EPS Next 3Y8.64%
SOJE Yearly Income VS Free CF VS DividendSOJE 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
SOJE Dividend Payout.SOJE Dividend Payout, showing the Payout Ratio.SOJE Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

SOJE Fundamentals: All Metrics, Ratios and Statistics

SOUTHERN CO - SO 4.2 10/15/60

NYSE:SOJE (4/28/2026, 11:05:25 AM)

After market: 17.3 -0.1 (-0.57%)

17.4

-0.07 (-0.4%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-19
Earnings (Next)04-30
Inst Owners72.64%
Inst Owner ChangeN/A
Ins Owners0.12%
Ins Owner ChangeN/A
Market Cap19.62B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts71.25
Price Target18.63 (7.07%)
Short Float %0%
Short Ratio0.15
Dividend
Industry RankSector Rank
Dividend Yield 3.24%
Yearly Dividend2.74
Dividend Growth(5Y)2.35%
DP69.45%
Div Incr Years0
Div Non Decr Years3
Ex-Date04-14
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)-3.77%
PT rev (3m)-10.36%
EPS NQ rev (1m)-0.4%
EPS NQ rev (3m)-4.4%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)-0.22%
Revenue NQ rev (1m)-0.51%
Revenue NQ rev (3m)-0.24%
Revenue NY rev (1m)-0.56%
Revenue NY rev (3m)2.88%
Valuation
Industry RankSector Rank
PE 4.05
Fwd PE 3.7
P/S 0.66
P/FCF N/A
P/OCF 2
P/B 0.54
P/tB 0.64
EV/EBITDA 6.75
EPS(TTM)4.3
EY24.71%
EPS(NY)4.71
Fwd EY27.04%
FCF(TTM)-2.6
FCFYN/A
OCF(TTM)8.7
OCFY49.97%
SpS26.21
BVpS31.95
TBVpS27.1
PEG (NY)0.43
PEG (5Y)0.7
Graham Number55.5973 (219.52%)
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 0.53
F-Score4
WACC4.8%
ROIC/WACC0.9
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 Y9.42%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
EPS Next 5Y7.9%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%
Revenue Next Year8.18%
Revenue Next 2Y6.87%
Revenue Next 3Y6.63%
Revenue Next 5Y6.33%
EBIT growth 1Y3.38%
EBIT growth 3Y8.23%
EBIT growth 5Y7.2%
EBIT Next Year83.92%
EBIT Next 3Y30.23%
EBIT Next 5Y19.66%
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.


Can you provide the valuation status for SOUTHERN CO - SO 4.2 10/15/60?

ChartMill assigns a valuation rating of 8 / 10 to SOUTHERN CO - SO 4.2 10/15/60 (SOJE). This can be considered as Undervalued.


What is the profitability of SOJE stock?

SOUTHERN CO - SO 4.2 10/15/60 (SOJE) has a profitability rating of 8 / 10.


What is the financial health of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) stock?

The financial health rating of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) is 0 / 10.


Can you provide the dividend sustainability for SOJE stock?

The dividend rating of SOUTHERN CO - SO 4.2 10/15/60 (SOJE) is 5 / 10 and the dividend payout ratio is 69.45%.