SOUTHERN CO - SO 6 1/2 03/15/2085 (SOJF) Stock Fundamental Analysis
NYSE:SOJF - US8425878670
26.42 USD
+0.18 (+0.69%)
Taking everything into account, SOJF scores 4 out of 10 in our fundamental rating. SOJF was compared to 47 industry peers in the Electric Utilities industry. SOJF has an excellent profitability rating, but there are concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on SOJF.
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.
1.2 Ratios
SOJF's Return On Assets of 2.88% is in line compared to the rest of the industry. SOJF outperforms 51.06% of its industry peers.
The Return On Equity of SOJF (12.59%) is better than 74.47% of its industry peers.
With a decent Return On Invested Capital value of 4.53%, SOJF is doing good in the industry, outperforming 63.83% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for SOJF is in line with the industry average of 5.06%.
The last Return On Invested Capital (4.53%) for SOJF is above the 3 year average (4.14%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.88% | ||
| ROE | 12.59% | ||
| ROIC | 4.53% |
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
With a decent Profit Margin value of 15.10%, SOJF is doing good in the industry, outperforming 63.83% of the companies in the same industry.
SOJF's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 25.39%, SOJF is in the better half of the industry, outperforming 74.47% of the companies in the same industry.
In the last couple of years the Operating Margin of SOJF has remained more or less at the same level.
The Gross Margin of SOJF (89.14%) is better than 85.11% 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 | 25.39% | ||
| PM (TTM) | 15.1% | ||
| GM | 89.14% |
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
SOJF has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
SOJF has about the same amout of shares outstanding than it did 1 year ago.
Compared to 5 years ago, SOJF has about the same amount of shares outstanding.
Compared to 1 year ago, SOJF has a worse debt to assets ratio.
2.2 Solvency
SOJF has an Altman-Z score of 0.61. This is a bad value and indicates that SOJF is not financially healthy and even has some risk of bankruptcy.
SOJF has a Altman-Z score of 0.61. This is in the lower half of the industry: SOJF underperforms 74.47% of its industry peers.
SOJF has a Debt/Equity ratio of 1.88. This is a high value indicating a heavy dependency on external financing.
SOJF's Debt to Equity ratio of 1.88 is on the low side compared to the rest of the industry. SOJF is outperformed by 87.23% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.88 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.61 |
ROIC/WACC0.88
WACC5.15%
2.3 Liquidity
SOJF has a Current Ratio of 0.74. 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 Current ratio value of 0.74, SOJF is not doing good in the industry: 61.70% of the companies in the same industry are doing better.
SOJF has a Quick Ratio of 0.74. 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 Quick ratio (0.53) than 61.70% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.74 | ||
| Quick Ratio | 0.53 |
3. Growth
3.1 Past
The earnings per share for SOJF have decreased by -2.63% in the last year.
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 8.53% in the last year.
SOJF shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.53% yearly.
EPS 1Y (TTM)-2.63%
EPS 3Y5.99%
EPS 5Y5.48%
EPS Q2Q%-16.36%
Revenue 1Y (TTM)8.53%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.89%
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 6.87% on average per year.
SOJF is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.31% yearly.
EPS Next Y8.18%
EPS Next 2Y7.75%
EPS Next 3Y7.5%
EPS Next 5Y6.87%
Revenue Next Year6.82%
Revenue Next 2Y5.75%
Revenue Next 3Y5.32%
Revenue Next 5Y4.31%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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.
4. Valuation
4.1 Price/Earnings Ratio
SOJF is valuated cheaply with a Price/Earnings ratio of 6.48.
Compared to the rest of the industry, the Price/Earnings ratio of SOJF indicates a rather cheap valuation: SOJF is cheaper than 82.98% of the companies listed in the same industry.
SOJF is valuated cheaply when we compare the Price/Earnings ratio to 27.06, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 5.60, 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 87.23% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 22.69. SOJF is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.48 | ||
| Fwd PE | 5.6 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SOJF is valued a bit cheaper than the industry average as 76.60% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.52 |
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)0.79
PEG (5Y)1.18
EPS Next 2Y7.75%
EPS Next 3Y7.5%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.21%, SOJF has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 3.51, SOJF has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.32, SOJF pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.21% |
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
SOJF pays out 69.13% of its income as dividend. This is not a sustainable payout ratio.
SOJF's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP69.13%
EPS Next 2Y7.75%
EPS Next 3Y7.5%
SOUTHERN CO - SO 6 1/2 03/15/2085
NYSE:SOJF (9/5/2025, 8:04:01 PM)
26.42
+0.18 (+0.69%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners71.53%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap29.06B
Analysts74.48
Price Target27.15 (2.76%)
Short Float %0.01%
Short Ratio1.99
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.21% |
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP69.13%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-0.19%
Min EPS beat(2)-0.3%
Max EPS beat(2)-0.07%
EPS beat(4)1
Avg EPS beat(4)-0.26%
Min EPS beat(4)-4.33%
Max EPS beat(4)3.64%
EPS beat(8)5
Avg EPS beat(8)4.09%
EPS beat(12)8
Avg EPS beat(12)3.62%
EPS beat(16)10
Avg EPS beat(16)4.3%
Revenue beat(2)2
Avg Revenue beat(2)6.53%
Min Revenue beat(2)5.3%
Max Revenue beat(2)7.77%
Revenue beat(4)3
Avg Revenue beat(4)3.67%
Min Revenue beat(4)-3.09%
Max Revenue beat(4)7.77%
Revenue beat(8)4
Avg Revenue beat(8)-3.54%
Revenue beat(12)7
Avg Revenue beat(12)0.31%
Revenue beat(16)10
Avg Revenue beat(16)3.47%
PT rev (1m)2.94%
PT rev (3m)-0.17%
EPS NQ rev (1m)0.14%
EPS NQ rev (3m)0.54%
EPS NY rev (1m)-0.25%
EPS NY rev (3m)-0.27%
Revenue NQ rev (1m)2.48%
Revenue NQ rev (3m)4.35%
Revenue NY rev (1m)1.51%
Revenue NY rev (3m)2.46%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.48 | ||
| Fwd PE | 5.6 | ||
| P/S | 1.02 | ||
| P/FCF | N/A | ||
| P/OCF | 3.15 | ||
| P/B | 0.85 | ||
| P/tB | 1.02 | ||
| EV/EBITDA | 7.52 |
EPS(TTM)4.08
EY15.44%
EPS(NY)4.71
Fwd EY17.84%
FCF(TTM)-0.98
FCFYN/A
OCF(TTM)8.38
OCFY31.72%
SpS25.78
BVpS30.92
TBVpS25.94
PEG (NY)0.79
PEG (5Y)1.18
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.88% | ||
| ROE | 12.59% | ||
| ROCE | 5.36% | ||
| ROIC | 4.53% | ||
| ROICexc | 4.57% | ||
| ROICexgc | 4.76% | ||
| OM | 25.39% | ||
| PM (TTM) | 15.1% | ||
| GM | 89.14% | ||
| 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%
ROICexcg growth 3Y6.47%
ROICexcg 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-Score4
Asset Turnover0.19
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.88 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 5.02 | ||
| Cap/Depr | 185.4% | ||
| Cap/Sales | 36.3% | ||
| Interest Coverage | 2.78 | ||
| Cash Conversion | 72.29% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.74 | ||
| Quick Ratio | 0.53 | ||
| Altman-Z | 0.61 |
F-Score4
WACC5.15%
ROIC/WACC0.88
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)-2.63%
EPS 3Y5.99%
EPS 5Y5.48%
EPS Q2Q%-16.36%
EPS Next Y8.18%
EPS Next 2Y7.75%
EPS Next 3Y7.5%
EPS Next 5Y6.87%
Revenue 1Y (TTM)8.53%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.89%
Revenue Next Year6.82%
Revenue Next 2Y5.75%
Revenue Next 3Y5.32%
Revenue Next 5Y4.31%
EBIT growth 1Y4.8%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year84.71%
EBIT Next 3Y28.42%
EBIT Next 5Y15.94%
FCF growth 1Y63.92%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y63.97%
OCF growth 3Y16.63%
OCF growth 5Y11.11%