SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) Stock Fundamental Analysis
USA - NYSE:SOJF - US8425878670
26.05 USD
-0.04 (-0.15%)
SOJF gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 46 industry peers in the Electric Utilities industry. SOJF scores excellent on profitability, but there are concerns on its financial health. SOJF is valued quite cheap, while showing a decent growth score. This is a good combination!
1. Profitability
1.1 Basic Checks
SOJF had positive earnings in the past year.
In the past year SOJF had a positive cash flow from operations.
Each year in the past 5 years SOJF has been profitable.
Each year in the past 5 years SOJF had a positive operating cash flow.
1.2 Ratios
Looking at the Return On Assets, with a value of 2.91%, SOJF is in line with its industry, outperforming 54.17% of the companies in the same industry.
SOJF's Return On Equity of 12.74% is fine compared to the rest of the industry. SOJF outperforms 72.92% of its industry peers.
SOJF's Return On Invested Capital of 4.62% is fine compared to the rest of the industry. SOJF outperforms 64.58% of its industry peers.
The Average Return On Invested Capital over the past 3 years for SOJF is in line with the industry average of 5.00%.
The 3 year average ROIC (4.14%) for SOJF 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
SOJF's Profit Margin of 15.42% is fine compared to the rest of the industry. SOJF outperforms 72.92% of its industry peers.
SOJF's Profit Margin has declined in the last couple of years.
The Operating Margin of SOJF (25.68%) is better than 72.92% of its industry peers.
In the last couple of years the Operating Margin of SOJF has remained more or less at the same level.
SOJF's Gross Margin of 89.28% is amongst the best of the industry. SOJF outperforms 85.42% of its industry peers.
In the last couple of years the Gross Margin of SOJF has remained more or less at the same level.
| 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), SOJF is destroying value.
SOJF has about the same amout of shares outstanding than it did 1 year ago.
SOJF has about the same amout of shares outstanding than it did 5 years ago.
Compared to 1 year ago, SOJF has a worse debt to assets ratio.
2.2 Solvency
SOJF has an Altman-Z score of 0.60. This is a bad value and indicates that SOJF is not financially healthy and even has some risk of bankruptcy.
With a Altman-Z score value of 0.60, SOJF is not doing good in the industry: 75.00% of the companies in the same industry are doing better.
SOJF has a Debt/Equity ratio of 1.85. This is a high value indicating a heavy dependency on external financing.
SOJF's Debt to Equity ratio of 1.85 is on the low side compared to the rest of the industry. SOJF is outperformed by 85.42% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.6 |
ROIC/WACC0.91
WACC5.08%
2.3 Liquidity
A Current Ratio of 0.75 indicates that SOJF may have some problems paying its short term obligations.
The Current ratio of SOJF (0.75) is worse than 62.50% of its industry peers.
A Quick Ratio of 0.56 indicates that SOJF may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.56, SOJF is doing worse than 66.67% of the companies in the same 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, SOJF shows a small growth in Earnings Per Share. The EPS has been growing by 5.48% on average per year.
SOJF shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.40%.
SOJF 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
SOJF is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.15% yearly.
Based on estimates for the next years, SOJF will show a small growth in Revenue. The Revenue will grow by 6.35% on average per year.
EPS Next Y8.37%
EPS Next 2Y7.72%
EPS Next 3Y7.6%
EPS Next 5Y7.15%
Revenue Next Year7.63%
Revenue Next 2Y6.29%
Revenue Next 3Y5.88%
Revenue Next 5Y6.35%
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 accelerating.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 6.13 indicates a rather cheap valuation of SOJF.
83.33% of the companies in the same industry are more expensive than SOJF, based on the Price/Earnings ratio.
The average S&P500 Price/Earnings ratio is at 25.89. SOJF is valued rather cheaply when compared to this.
Based on the Price/Forward Earnings ratio of 5.53, the valuation of SOJF can be described as very cheap.
SOJF's Price/Forward Earnings ratio is rather cheap when compared to the industry. SOJF is cheaper than 87.50% of the companies in the same industry.
SOJF is valuated cheaply when we compare the Price/Forward Earnings ratio to 34.59, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.13 | ||
| Fwd PE | 5.53 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SOJF is valued cheaply inside the industry as 83.33% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.38 |
4.3 Compensation for Growth
SOJF'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 SOJF may justify a higher PE ratio.
PEG (NY)0.73
PEG (5Y)1.12
EPS Next 2Y7.72%
EPS Next 3Y7.6%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 5.76%, SOJF is a good candidate for dividend investing.
SOJF's Dividend Yield is rather good when compared to the industry average which is at 3.77. SOJF pays more dividend than 89.58% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.44, SOJF pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.76% |
5.2 History
The dividend of SOJF has a limited annual growth rate of 1.87%.
SOJF is new to the dividend game and has less than 3 years of track record.
Dividend Growth(5Y)1.87%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
67.01% of the earnings are spent on dividend by SOJF. This is not a sustainable payout ratio.
SOJF's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP67.01%
EPS Next 2Y7.72%
EPS Next 3Y7.6%
SOUTHERN CO - SO 6 1/2 03/15/2085
NYSE:SOJF (11/14/2025, 8:27:25 PM)
26.05
-0.04 (-0.15%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners71.62%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap28.66B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts72.12
Price Target28.9 (10.94%)
Short Float %0%
Short Ratio0.33
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.76% |
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
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)7.41%
PT rev (3m)8.53%
EPS NQ rev (1m)-6.04%
EPS NQ rev (3m)-6.22%
EPS NY rev (1m)0.12%
EPS NY rev (3m)-0.08%
Revenue NQ rev (1m)0.46%
Revenue NQ rev (3m)-2.86%
Revenue NY rev (1m)0.75%
Revenue NY rev (3m)2.28%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.13 | ||
| Fwd PE | 5.53 | ||
| P/S | 0.99 | ||
| P/FCF | N/A | ||
| P/OCF | 3.06 | ||
| P/B | 0.82 | ||
| P/tB | 0.97 | ||
| EV/EBITDA | 7.38 |
EPS(TTM)4.25
EY16.31%
EPS(NY)4.71
Fwd EY18.08%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.53
OCFY32.73%
SpS26.28
BVpS31.82
TBVpS26.85
PEG (NY)0.73
PEG (5Y)1.12
Graham Number55.16
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 | 0.6 |
F-Score5
WACC5.08%
ROIC/WACC0.91
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 Y8.37%
EPS Next 2Y7.72%
EPS Next 3Y7.6%
EPS Next 5Y7.15%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year7.63%
Revenue Next 2Y6.29%
Revenue Next 3Y5.88%
Revenue Next 5Y6.35%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year84.89%
EBIT Next 3Y28.4%
EBIT Next 5Y19.8%
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 6 1/2 03/15/2085 / SOJF FAQ
What is the ChartMill fundamental rating of SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) stock?
ChartMill assigns a fundamental rating of 4 / 10 to SOJF.
What is the valuation status for SOJF stock?
ChartMill assigns a valuation rating of 7 / 10 to SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF). This can be considered as Undervalued.
What is the profitability of SOJF stock?
SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) has a profitability rating of 7 / 10.
Can you provide the financial health for SOJF stock?
The financial health rating of SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) is 0 / 10.
Is the dividend of SOUTHERN CO - SO 6 1/2 03/15/2085 sustainable?
The dividend rating of SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) is 5 / 10 and the dividend payout ratio is 67.01%.