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

NYSE:SOJF • US8425878670

25.93 USD
+0.02 (+0.08%)
Last: Mar 12, 2026, 02:25 PM
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This SOJF fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

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. SOJF may be a bit undervalued, certainly considering the very reasonable score on growth


Dividend Valuation Growth Profitability Health

7

1. SOJF Profitability Analysis

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 2025 0 2B -2B 4B 6B 8B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 2.79%, SOJF is in line with its industry, outperforming 58.70% of the companies in the same industry.
  • SOJF's Return On Equity of 12.05% is fine compared to the rest of the industry. SOJF outperforms 73.91% of its industry peers.
  • SOJF has a better Return On Invested Capital (4.30%) than 65.22% 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 4.49%.
  • The last Return On Invested Capital (4.30%) for SOJF is above the 3 year average (4.15%), which is a sign of increasing profitability.
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%
SOJF Yearly ROA, ROE, ROICSOJF Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • SOJF has a Profit Margin of 14.69%. This is in the better half of the industry: SOJF outperforms 65.22% of its industry peers.
  • In the last couple of years the Profit Margin of SOJF has remained more or less at the same level.
  • The Operating Margin of SOJF (24.65%) is better than 73.91% of its industry peers.
  • SOJF's Operating Margin has been stable in the last couple of years.
  • Looking at the Gross Margin, with a value of 88.95%, SOJF belongs to the top of the industry, outperforming 84.78% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SOJF 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%
SOJF Yearly Profit, Operating, Gross MarginsSOJF Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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0

2. SOJF Health Analysis

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.
  • The number of shares outstanding for SOJF remains at a similar level compared to 1 year ago.
  • The number of shares outstanding for SOJF remains at a similar level compared to 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 2025 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 2025 50B 100B 150B

2.2 Solvency

  • Based on the Altman-Z score of 0.58, we must say that SOJF is in the distress zone and has some risk of bankruptcy.
  • SOJF has a worse Altman-Z score (0.58) than 76.09% of its industry peers.
  • A Debt/Equity ratio of 1.84 is on the high side and indicates that SOJF has dependencies on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 1.84, SOJF is doing worse than 78.26% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.58
ROIC/WACC0.88
WACC4.88%
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 2025 0 20B 40B 60B

2.3 Liquidity

  • A Current Ratio of 0.65 indicates that SOJF may have some problems paying its short term obligations.
  • With a Current ratio value of 0.65, SOJF is not doing good in the industry: 67.39% of the companies in the same industry are doing better.
  • SOJF has a Quick Ratio of 0.65. This is a bad value and indicates that SOJF is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Quick ratio value of 0.45, SOJF is not doing good in the industry: 71.74% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
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 2025 5B 10B 15B

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

5

3. SOJF Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 5.91% 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 5.76% on average per year.
  • Looking at the last year, SOJF shows a quite strong growth in Revenue. The Revenue has grown by 10.58% in the last year.
  • 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

  • Based on estimates for the next years, SOJF will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.00% on average per year.
  • SOJF is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.80% yearly.
EPS Next Y9.44%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
EPS Next 5Y8%
Revenue Next Year8.73%
Revenue Next 2Y7.16%
Revenue Next 3Y7.14%
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.
  • The Revenue growth rate is stable: in the next years the growth will be about the same 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. SOJF Valuation Analysis

4.1 Price/Earnings Ratio

  • SOJF is valuated cheaply with a Price/Earnings ratio of 6.03.
  • 86.96% of the companies in the same industry are more expensive than SOJF, based on the Price/Earnings ratio.
  • When comparing the Price/Earnings ratio of SOJF to the average of the S&P500 Index (26.15), we can say SOJF is valued rather cheaply.
  • The Price/Forward Earnings ratio is 5.51, which indicates a rather cheap valuation of SOJF.
  • 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 24.27, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 6.03
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

  • Based on the Enterprise Value to EBITDA ratio, SOJF is valued cheaply inside the industry as 84.78% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.45
SOJF Per share dataSOJF EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

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.
  • SOJF has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.64
PEG (5Y)1.05
EPS Next 2Y8.5%
EPS Next 3Y8.58%

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

4

5. SOJF Dividend Analysis

5.1 Amount

  • SOJF has a Yearly Dividend Yield of 3.05%.
  • Compared to an average industry Dividend Yield of 2.87, SOJF has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, SOJF pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.05%

5.2 History

  • The dividend of SOJF has a limited annual growth rate of 2.35%.
  • SOJF is new to the dividend game and has less than 3 years of track record.
Dividend Growth(5Y)2.35%
Div Incr Years0
Div Non Decr Years0

5.3 Sustainability

  • 69.45% 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.
DP69.45%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
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 2025 0 2B -2B 4B
SOJF Dividend Payout.SOJF Dividend Payout, showing the Payout Ratio.SOJF Dividend Payout.PayoutRetained Earnings

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SOJF Fundamentals: All Metrics, Ratios and Statistics

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

NYSE:SOJF (3/12/2026, 2:25:39 PM)

25.93

+0.02 (+0.08%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-19
Earnings (Next)04-29
Inst Owners72.72%
Inst Owner ChangeN/A
Ins Owners0.12%
Ins Owner ChangeN/A
Market Cap29.03B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts70.63
Price Target27.42 (5.75%)
Short Float %0%
Short Ratio0.43
Dividend
Industry RankSector Rank
Dividend Yield 3.05%
Yearly Dividend2.74
Dividend Growth(5Y)2.35%
DP69.45%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
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)-3.35%
PT rev (3m)-8.87%
EPS NQ rev (1m)-5.55%
EPS NQ rev (3m)-6.1%
EPS NY rev (1m)0.19%
EPS NY rev (3m)-0.23%
Revenue NQ rev (1m)-2.7%
Revenue NQ rev (3m)-2.7%
Revenue NY rev (1m)3.37%
Revenue NY rev (3m)4.07%
Valuation
Industry RankSector Rank
PE 6.03
Fwd PE 5.51
P/S 0.98
P/FCF N/A
P/OCF 2.96
P/B 0.81
P/tB 0.95
EV/EBITDA 7.45
EPS(TTM)4.3
EY16.58%
EPS(NY)4.71
Fwd EY18.15%
FCF(TTM)-2.62
FCFYN/A
OCF(TTM)8.76
OCFY33.77%
SpS26.4
BVpS32.17
TBVpS27.3
PEG (NY)0.64
PEG (5Y)1.05
Graham Number55.79
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 0.58
F-Score4
WACC4.88%
ROIC/WACC0.88
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 Year8.73%
Revenue Next 2Y7.16%
Revenue Next 3Y7.14%
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 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 69.45%.