SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:SOJF • US8425878670

25.88 USD
+0.07 (+0.27%)
Last: Feb 10, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

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 has an excellent profitability rating, but there are concerns on its financial health. SOJF is valued quite cheap, while showing a decent growth score. This is a good combination!


Dividend Valuation Growth Profitability Health

7

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.
  • In the past 5 years SOJF has always been profitable.
  • SOJF had a positive operating cash flow in each of the past 5 years.
SOJF Yearly Net Income VS EBIT VS OCF VS FCFSOJF 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 0 2B -2B 4B 6B 8B

1.2 Ratios

  • SOJF has a Return On Assets (2.91%) which is in line with its industry peers.
  • SOJF's Return On Equity of 12.74% is fine compared to the rest of the industry. SOJF outperforms 76.09% of its industry peers.
  • SOJF has a better Return On Invested Capital (4.62%) than 69.57% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SOJF is in line with the industry average of 4.58%.
  • The 3 year average ROIC (4.14%) for SOJF is below the current ROIC(4.62%), indicating increased profibility in the last year.
Industry RankSector 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%
SOJF Yearly ROA, ROE, ROICSOJF Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15

1.3 Margins

  • SOJF has a Profit Margin of 15.42%. This is in the better half of the industry: SOJF outperforms 67.39% of its industry peers.
  • SOJF's Profit Margin has declined in the last couple of years.
  • SOJF's Operating Margin of 25.68% is fine compared to the rest of the industry. SOJF outperforms 76.09% 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 has a better Gross Margin (89.28%) than 84.78% 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 RankSector 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%
SOJF Yearly Profit, Operating, Gross MarginsSOJF Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

0

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SOJF is destroying value.
  • Compared to 1 year ago, SOJF has about the same amount of shares outstanding.
  • 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.
SOJF Yearly Shares OutstandingSOJF Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B
SOJF Yearly Total Debt VS Total AssetsSOJF Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B

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: 73.91% of the companies in the same industry are doing better.
  • A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJF has dependencies on debt financing.
  • SOJF has a Debt to Equity ratio of 1.85. This is amonst the worse of the industry: SOJF underperforms 80.43% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Altman-Z 0.6
ROIC/WACC0.91
WACC5.09%
SOJF Yearly LT Debt VS Equity VS FCFSOJF Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B 40B

2.3 Liquidity

  • A Current Ratio of 0.75 indicates that SOJF may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.75, SOJF is doing worse than 60.87% of the companies in the same industry.
  • SOJF has a Quick Ratio of 0.75. This is a bad value and indicates that SOJF is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SOJF has a Quick ratio of 0.56. This is in the lower half of the industry: SOJF underperforms 65.22% of its industry peers.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.56
SOJF Yearly Current Assets VS Current LiabilitesSOJF Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

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

5

3. Growth

3.1 Past

  • SOJF shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.19%.
  • The Earnings Per Share has been growing slightly by 5.48% on average over the past years.
  • Looking at the last year, SOJF shows a quite strong growth in Revenue. The Revenue has grown by 9.40% in the last year.
  • 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

  • Based on estimates for the next years, SOJF will show a small growth in Earnings Per Share. The EPS will grow by 7.36% on average per year.
  • Based on estimates for the next years, SOJF will show a small growth in Revenue. The Revenue will grow by 6.66% on average per year.
EPS Next Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.36%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
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.
SOJF Yearly Revenue VS EstimatesSOJF 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 40B
SOJF Yearly EPS VS EstimatesSOJF Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

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7

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 6.09, the valuation of SOJF can be described as very cheap.
  • Based on the Price/Earnings ratio, SOJF is valued cheaply inside the industry as 84.78% of the companies are valued more expensively.
  • SOJF's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 28.03.
  • A Price/Forward Earnings ratio of 5.51 indicates a rather cheap valuation of SOJF.
  • 86.96% of the companies in the same industry are more expensive than SOJF, based on the Price/Forward Earnings ratio.
  • SOJF's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.97.
Industry RankSector Rank
PE 6.09
Fwd PE 5.51
SOJF Price Earnings VS Forward Price EarningsSOJF Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • 84.78% of the companies in the same industry are more expensive than SOJF, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.37
SOJF Per share dataSOJF 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.
  • SOJF has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.69
PEG (5Y)1.11
EPS Next 2Y7.56%
EPS Next 3Y7.53%

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

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.25%, SOJF has a reasonable but not impressive dividend return.
  • SOJF's Dividend Yield is a higher than the industry average which is at 2.92.
  • SOJF's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 3.25%

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.
  • The dividend of SOJF is growing, but earnings are growing more, so the dividend growth is sustainable.
DP67.01%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
SOJF Yearly Income VS Free CF VS DividendSOJF Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B 4B
SOJF Dividend Payout.SOJF Dividend Payout, showing the Payout Ratio.SOJF Dividend Payout.PayoutRetained Earnings

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SOUTHERN CO - SO 6 1/2 03/15/2085

NYSE:SOJF (2/10/2026, 8:04:00 PM)

25.88

+0.07 (+0.27%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30
Earnings (Next)02-19
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap28.50B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target28.37 (9.62%)
Short Float %0%
Short Ratio0.32
Dividend
Industry RankSector Rank
Dividend Yield 3.25%
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)-3.59%
PT rev (3m)0.17%
EPS NQ rev (1m)-1.09%
EPS NQ rev (3m)-2.58%
EPS NY rev (1m)-0.02%
EPS NY rev (3m)0.45%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)-1.68%
Revenue NY rev (1m)0.31%
Revenue NY rev (3m)0.82%
Valuation
Industry RankSector Rank
PE 6.09
Fwd PE 5.51
P/S 0.99
P/FCF N/A
P/OCF 3.04
P/B 0.81
P/tB 0.96
EV/EBITDA 7.37
EPS(TTM)4.25
EY16.42%
EPS(NY)4.7
Fwd EY18.15%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY32.91%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.69
PEG (5Y)1.11
Graham Number55.13
Profitability
Industry RankSector 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 RankSector 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
WACC5.09%
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 Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
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 2Y6.84%
Revenue Next 3Y6.33%
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 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.


Can you provide the valuation status for SOUTHERN CO - SO 6 1/2 03/15/2085?

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.


What is the financial health of SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) stock?

The financial health rating of SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) is 0 / 10.


Can you provide the dividend sustainability for SOJF stock?

The dividend rating of SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) is 4 / 10 and the dividend payout ratio is 67.01%.