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

NYSE:SOJF • US8425878670

Current stock price

25.13 USD
-0.13 (-0.51%)
Last:

This SOJF fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

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.
  • Each year in the past 5 years SOJF has been profitable.
  • In the past 5 years SOJF always reported a positive cash flow from operatings.
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

  • SOJF has a Return On Assets of 2.79%. This is comparable to the rest of the industry: SOJF outperforms 58.70% of its industry peers.
  • 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.
  • Looking at the Return On Invested Capital, with a value of 4.30%, SOJF is in the better half of the industry, outperforming 65.22% of the companies in the same industry.
  • SOJF had an Average Return On Invested Capital over the past 3 years of 4.15%. This 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

  • The Profit Margin of SOJF (14.69%) is better than 65.22% of its industry peers.
  • SOJF's Profit Margin has been stable in the last couple of years.
  • Looking at the Operating Margin, with a value of 24.65%, SOJF is in the better half of the industry, outperforming 73.91% of the companies in the same industry.
  • SOJF's Operating Margin has been stable in the last couple of years.
  • With an excellent Gross Margin value of 88.95%, SOJF belongs to the best 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

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

  • SOJF has an Altman-Z score of 0.57. This is a bad value and indicates that SOJF is not financially healthy and even has some risk of bankruptcy.
  • SOJF has a worse Altman-Z score (0.57) 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 0.57
ROIC/WACC0.87
WACC4.93%
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

  • SOJF has a Current 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.
  • SOJF has a Current ratio of 0.65. This is in the lower half of the industry: SOJF underperforms 67.39% of its industry peers.
  • A Quick Ratio of 0.45 indicates that SOJF may have some problems paying its short term obligations.
  • The Quick ratio of SOJF (0.45) is worse than 71.74% of its industry peers.
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.
  • The Revenue has grown by 10.58% in the past year. This is quite good.
  • Measured over the past years, SOJF shows a small growth in Revenue. The Revenue has been growing by 7.72% on average per year.
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

  • SOJF is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 8.00% yearly.
  • Based on estimates for the next years, SOJF will show a small growth in Revenue. The Revenue will grow by 6.80% on average per year.
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

  • 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 stable.
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

  • Based on the Price/Earnings ratio of 5.84, the valuation of SOJF can be described as very cheap.
  • Compared to the rest of the industry, the Price/Earnings ratio of SOJF indicates a rather cheap valuation: SOJF is cheaper than 86.96% of the companies listed in the same industry.
  • SOJF's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 25.23.
  • A Price/Forward Earnings ratio of 5.34 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 is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.28, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 5.84
Fwd PE 5.34
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 cheaper than 84.78% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.4
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)0.62
PEG (5Y)1.01
EPS Next 2Y8.5%
EPS Next 3Y8.58%

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4

5. SOJF Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.03%, SOJF has a reasonable but not impressive dividend return.
  • 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 1.91, SOJF pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.03%

5.2 History

  • The dividend of SOJF has a limited annual growth rate of 2.35%.
  • SOJF does not have a reliable dividend history as it only pays dividend since a couple or years.
Dividend Growth(5Y)2.35%
Div Incr Years0
Div Non Decr Years0

5.3 Sustainability

  • SOJF pays out 69.45% 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.
DP69.45%
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 (3/20/2026, 8:23:19 PM)

25.13

-0.13 (-0.51%)

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 Cap28.13B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts70.63
Price Target27.42 (9.11%)
Short Float %0.01%
Short Ratio1.91
Dividend
Industry RankSector Rank
Dividend Yield 3.03%
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)-4.53%
EPS NQ rev (3m)-5.09%
EPS NY rev (1m)0.19%
EPS NY rev (3m)-0.23%
Revenue NQ rev (1m)0.27%
Revenue NQ rev (3m)0.27%
Revenue NY rev (1m)3.37%
Revenue NY rev (3m)4.07%
Valuation
Industry RankSector Rank
PE 5.84
Fwd PE 5.34
P/S 0.95
P/FCF N/A
P/OCF 2.87
P/B 0.78
P/tB 0.92
EV/EBITDA 7.4
EPS(TTM)4.3
EY17.11%
EPS(NY)4.71
Fwd EY18.73%
FCF(TTM)-2.62
FCFYN/A
OCF(TTM)8.76
OCFY34.85%
SpS26.4
BVpS32.17
TBVpS27.3
PEG (NY)0.62
PEG (5Y)1.01
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 0.57
F-Score4
WACC4.93%
ROIC/WACC0.87
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 Fundamental Analysis 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%.