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

Fundamental Rating

We assign a fundamental rating of 4 out of 10 to SOJF. SOJF was compared to 46 industry peers in the Electric Utilities industry. While SOJF belongs to the best of the industry regarding profitability, there are concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on SOJF.

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1. Profitability

1.1 Basic Checks

In the past year SOJF was profitable.
SOJF had a positive operating cash flow in the past year.
SOJF had positive earnings in each of the past 5 years.
In the past 5 years SOJF always reported a positive cash flow from operatings.

1.2 Ratios

SOJF has a Return On Assets (2.91%) which is in line with its industry peers.
SOJF has a Return On Equity of 12.74%. This is in the better half of the industry: SOJF outperforms 71.74% of its industry peers.
SOJF has a Return On Invested Capital of 4.62%. This is in the better half of the industry: SOJF outperforms 69.57% 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 4.58%.
The last Return On Invested Capital (4.62%) for SOJF is above the 3 year average (4.14%), which is a sign of increasing profitability.

		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 has a Profit Margin of 15.42%. This is in the better half of the industry: SOJF outperforms 67.39% of its industry peers.
In the last couple of years the Profit Margin of SOJF has declined.
The Operating Margin of SOJF (25.68%) is better than 76.09% of its industry peers.
SOJF's Operating Margin has been stable in the last couple of years.
SOJF has a better Gross Margin (89.28%) than 84.78% of its industry peers.
SOJF'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%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

SOJF 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, SOJF has about the same amount of shares outstanding.
SOJF has about the same amout of shares outstanding than it did 5 years ago.
The debt/assets ratio for SOJF is higher compared to a year ago.

2.2 Solvency

Based on the Altman-Z score of 0.60, we must say that SOJF is in the distress zone and has some risk of bankruptcy.
SOJF's Altman-Z score of 0.60 is on the low side compared to the rest of the industry. SOJF is outperformed by 71.74% of its industry peers.
A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJF has dependencies on debt financing.
The Debt to Equity ratio of SOJF (1.85) is worse than 80.43% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	1.85
Debt/FCF	N/A
Altman-Z	0.6

ROIC/WACC0.91

WACC5.1%

2.3 Liquidity

SOJF has a Current 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 worse Current ratio (0.75) than 60.87% of its industry peers.
A Quick Ratio of 0.56 indicates that SOJF may have some problems paying its short term obligations.
SOJF's Quick ratio of 0.56 is on the low side compared to the rest of the industry. SOJF is outperformed by 65.22% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	0.75
Quick Ratio	0.56

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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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%.
Measured over the past years, SOJF shows a small growth in Revenue. The Revenue has been growing by 4.53% on average per year.

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 7.36% on average over the next years.
SOJF is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.66% yearly.

EPS Next Y8.88%

EPS Next 2Y7.76%

EPS Next 3Y7.68%

EPS Next 5Y7.36%

Revenue Next Year7.91%

Revenue Next 2Y6.46%

Revenue Next 3Y5.96%

Revenue Next 5Y6.66%

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.

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4. Valuation

4.1 Price/Earnings Ratio

SOJF is valuated cheaply with a Price/Earnings ratio of 6.03.
Based on the Price/Earnings ratio, SOJF is valued cheaper than 84.78% of the companies in the same industry.
SOJF's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.94.
With a Price/Forward Earnings ratio of 5.43, 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 86.96% of the companies in the same industry.
SOJF is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.94, which is the current average of the S&P500 Index.

		Industry Rank	Sector Rank
PE	6.03
Fwd PE	5.43

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, SOJF is valued cheaper than 82.61% of the companies in the same industry.

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	7.35

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 decent profitability rating of SOJF may justify a higher PE ratio.

PEG (NY)0.68

PEG (5Y)1.1

EPS Next 2Y7.76%

EPS Next 3Y7.68%

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5. Dividend

5.1 Amount

SOJF has a Yearly Dividend Yield of 3.33%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 2.93, SOJF pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 1.83, SOJF pays a better dividend.

		Industry Rank	Sector Rank
Dividend Yield	3.33%

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 2Y7.76%

EPS Next 3Y7.68%

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

NYSE:SOJF (1/20/2026, 8:20:26 PM)

After market: 25.57 -0.04 (-0.16%)

25.61

0 (0%)

Chartmill FA Rating

GICS SectorUtilities

GICS IndustryGroupUtilities

GICS IndustryElectric Utilities

Earnings (Last)10-30 2025-10-30/bmo

Earnings (Next)02-19 2026-02-19/amc

Inst Owners74.2%

Inst Owner ChangeN/A

Ins Owners0.09%

Ins Owner ChangeN/A

Market Cap28.20B

Revenue(TTM)28.91B

Net Income(TTM)4.46B

Analysts70

Price Target28.9 (12.85%)

Short Float %0%

Short Ratio0.53

Dividend

		Industry Rank	Sector Rank
Dividend Yield	3.33%

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)-3.96%

PT rev (3m)7.4%

EPS NQ rev (1m)0%

EPS NQ rev (3m)-7.45%

EPS NY rev (1m)0.15%

EPS NY rev (3m)0.59%

Revenue NQ rev (1m)0%

Revenue NQ rev (3m)-1.46%

Revenue NY rev (1m)-0.29%

Revenue NY rev (3m)1.01%

Valuation

		Industry Rank	Sector Rank
PE	6.03
Fwd PE	5.43
P/S	0.98
P/FCF	N/A
P/OCF	3.01
P/B	0.81
P/tB	0.95
EV/EBITDA	7.35

EPS(TTM)4.25

EY16.6%

EPS(NY)4.71

Fwd EY18.41%

FCF(TTM)-1.66

FCFYN/A

OCF(TTM)8.52

OCFY33.26%

SpS26.26

BVpS31.79

TBVpS26.82

PEG (NY)0.68

PEG (5Y)1.1

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	0.6

F-Score5

WACC5.1%

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 Y8.88%

EPS Next 2Y7.76%

EPS Next 3Y7.68%

EPS Next 5Y7.36%

Revenue 1Y (TTM)9.4%

Revenue growth 3Y4.96%

Revenue growth 5Y4.53%

Sales Q2Q%7.55%

Revenue Next Year7.91%

Revenue Next 2Y6.46%

Revenue Next 3Y5.96%

Revenue Next 5Y6.66%

EBIT growth 1Y6.57%

EBIT growth 3Y10.62%

EBIT growth 5Y5.63%

EBIT Next Year87.46%

EBIT Next 3Y30.06%

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%.

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

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

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2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

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3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens

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?

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

What is the profitability of SOJF stock?

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

Can you provide the dividend sustainability for SOJF stock?