SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Fundamental Analysis & Valuation

NYSE:SOJC • US8425874042

Current stock price

21.89 USD
-0.09 (-0.41%)
At close:
22.14 USD
+0.25 (+1.14%)
After Hours:

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

7

1. SOJC Profitability Analysis

1.1 Basic Checks

  • In the past year SOJC was profitable.
  • In the past year SOJC had a positive cash flow from operations.
  • In the past 5 years SOJC has always been profitable.
  • In the past 5 years SOJC always reported a positive cash flow from operatings.
SOJC Yearly Net Income VS EBIT VS OCF VS FCFSOJC 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%, SOJC is in the better half of the industry, outperforming 60.87% of the companies in the same industry.
  • SOJC's Return On Equity of 12.05% is fine compared to the rest of the industry. SOJC outperforms 76.09% of its industry peers.
  • The Return On Invested Capital of SOJC (4.30%) is better than 67.39% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SOJC is in line with the industry average of 4.49%.
  • The last Return On Invested Capital (4.30%) for SOJC 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%
SOJC Yearly ROA, ROE, ROICSOJC 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 SOJC (14.69%) is better than 67.39% of its industry peers.
  • SOJC's Profit Margin has been stable in the last couple of years.
  • SOJC has a Operating Margin of 24.65%. This is in the better half of the industry: SOJC outperforms 76.09% of its industry peers.
  • SOJC's Operating Margin has been stable in the last couple of years.
  • SOJC has a Gross Margin of 88.95%. This is amongst the best in the industry. SOJC outperforms 86.96% of its industry peers.
  • In the last couple of years the Gross Margin of SOJC 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%
SOJC Yearly Profit, Operating, Gross MarginsSOJC 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. SOJC Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SOJC is destroying value.
  • Compared to 1 year ago, SOJC has about the same amount of shares outstanding.
  • The number of shares outstanding for SOJC remains at a similar level compared to 5 years ago.
  • Compared to 1 year ago, SOJC has a worse debt to assets ratio.
SOJC Yearly Shares OutstandingSOJC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
SOJC Yearly Total Debt VS Total AssetsSOJC 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

  • SOJC has an Altman-Z score of 0.56. This is a bad value and indicates that SOJC is not financially healthy and even has some risk of bankruptcy.
  • SOJC's Altman-Z score of 0.56 is on the low side compared to the rest of the industry. SOJC is outperformed by 78.26% of its industry peers.
  • A Debt/Equity ratio of 1.84 is on the high side and indicates that SOJC has dependencies on debt financing.
  • The Debt to Equity ratio of SOJC (1.84) is worse than 76.09% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.56
ROIC/WACC0.9
WACC4.77%
SOJC Yearly LT Debt VS Equity VS FCFSOJC 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 SOJC may have some problems paying its short term obligations.
  • SOJC has a worse Current ratio (0.65) than 65.22% of its industry peers.
  • A Quick Ratio of 0.45 indicates that SOJC may have some problems paying its short term obligations.
  • SOJC has a worse Quick ratio (0.45) than 69.57% of its industry peers.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
SOJC Yearly Current Assets VS Current LiabilitesSOJC 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. SOJC Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 5.91% over the past year.
  • SOJC shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.76% yearly.
  • Looking at the last year, SOJC shows a quite strong growth in Revenue. The Revenue has grown by 10.58% in the last year.
  • Measured over the past years, SOJC 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

  • Based on estimates for the next years, SOJC will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.00% on average per year.
  • The Revenue is expected to grow by 6.80% on average over the next years.
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.
SOJC Yearly Revenue VS EstimatesSOJC 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
SOJC Yearly EPS VS EstimatesSOJC 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. SOJC Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 5.09, the valuation of SOJC can be described as very cheap.
  • Based on the Price/Earnings ratio, SOJC is valued cheaper than 89.13% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 25.70. SOJC is valued rather cheaply when compared to this.
  • With a Price/Forward Earnings ratio of 4.65, the valuation of SOJC can be described as very cheap.
  • 89.13% of the companies in the same industry are more expensive than SOJC, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 23.84. SOJC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 5.09
Fwd PE 4.65
SOJC Price Earnings VS Forward Price EarningsSOJC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SOJC indicates a rather cheap valuation: SOJC is cheaper than 86.96% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.12
SOJC Per share dataSOJC 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.
  • SOJC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.54
PEG (5Y)0.88
EPS Next 2Y8.5%
EPS Next 3Y8.58%

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

5

5. SOJC Dividend Analysis

5.1 Amount

  • SOJC has a Yearly Dividend Yield of 3.03%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 2.87, SOJC has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, SOJC pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.03%

5.2 History

  • The dividend of SOJC has a limited annual growth rate of 2.35%.
  • SOJC has been paying a dividend for over 5 years, so it has already some track record.
  • The dividend of SOJC decreased in the last 3 years.
Dividend Growth(5Y)2.35%
Div Incr Years0
Div Non Decr Years2
SOJC Yearly Dividends per shareSOJC Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • 69.45% of the earnings are spent on dividend by SOJC. This is not a sustainable payout ratio.
  • SOJC's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP69.45%
EPS Next 2Y8.5%
EPS Next 3Y8.58%
SOJC Yearly Income VS Free CF VS DividendSOJC 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
SOJC Dividend Payout.SOJC Dividend Payout, showing the Payout Ratio.SOJC Dividend Payout.PayoutRetained Earnings

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SOJC Fundamentals: All Metrics, Ratios and Statistics

SOUTHERN CO - SO 5 1/4 12/01/2077

NYSE:SOJC (3/13/2026, 8:04:00 PM)

After market: 22.14 +0.25 (+1.14%)

21.89

-0.09 (-0.41%)

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 Cap24.50B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts70.63
Price Target23.7 (8.27%)
Short Float %0%
Short Ratio0.57
Dividend
Industry RankSector Rank
Dividend Yield 3.03%
Yearly Dividend2.74
Dividend Growth(5Y)2.35%
DP69.45%
Div Incr Years0
Div Non Decr Years2
Ex-Date02-27
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)-3.29%
PT rev (3m)-5.15%
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 5.09
Fwd PE 4.65
P/S 0.83
P/FCF N/A
P/OCF 2.5
P/B 0.68
P/tB 0.8
EV/EBITDA 7.12
EPS(TTM)4.3
EY19.64%
EPS(NY)4.71
Fwd EY21.5%
FCF(TTM)-2.62
FCFYN/A
OCF(TTM)8.76
OCFY40%
SpS26.4
BVpS32.17
TBVpS27.3
PEG (NY)0.54
PEG (5Y)0.88
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 0.56
F-Score4
WACC4.77%
ROIC/WACC0.9
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 5 1/4 12/01/2077 / SOJC Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for SOUTHERN CO - SO 5 1/4 12/01/2077?

ChartMill assigns a fundamental rating of 4 / 10 to SOJC.


What is the valuation status of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) stock?

ChartMill assigns a valuation rating of 7 / 10 to SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC). This can be considered as Undervalued.


Can you provide the profitability details for SOUTHERN CO - SO 5 1/4 12/01/2077?

SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) has a profitability rating of 7 / 10.


What are the PE and PB ratios of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) stock?

The Price/Earnings (PE) ratio for SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is 5.09 and the Price/Book (PB) ratio is 0.68.


Can you provide the expected EPS growth for SOJC stock?

The Earnings per Share (EPS) of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is expected to grow by 9.44% in the next year.