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

NYSE:SOJC • US8425874042

22.29 USD
+0.06 (+0.27%)
Last: Feb 13, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall SOJC gets a fundamental rating of 5 out of 10. We evaluated SOJC against 46 industry peers in the Electric Utilities industry. SOJC 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 SOJC.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • SOJC had positive earnings in the past year.
  • SOJC had a positive operating cash flow in the past year.
  • In the past 5 years SOJC has always been profitable.
  • Each year in the past 5 years SOJC had a positive operating cash flow.
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 0 2B -2B 4B 6B 8B

1.2 Ratios

  • The Return On Assets of SOJC (2.91%) is comparable to the rest of the industry.
  • SOJC's Return On Equity of 12.74% is fine compared to the rest of the industry. SOJC outperforms 78.26% of its industry peers.
  • With a decent Return On Invested Capital value of 4.62%, SOJC is doing good in the industry, outperforming 71.74% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SOJC is in line with the industry average of 4.58%.
  • The last Return On Invested Capital (4.62%) for SOJC is above the 3 year average (4.14%), which is a sign of increasing profitability.
Industry RankSector 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%
SOJC Yearly ROA, ROE, ROICSOJC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15

1.3 Margins

  • SOJC has a Profit Margin of 15.42%. This is in the better half of the industry: SOJC outperforms 69.57% of its industry peers.
  • In the last couple of years the Profit Margin of SOJC has declined.
  • With an excellent Operating Margin value of 25.68%, SOJC belongs to the best of the industry, outperforming 80.43% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SOJC has remained more or less at the same level.
  • Looking at the Gross Margin, with a value of 89.28%, SOJC belongs to the top of the industry, outperforming 86.96% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SOJC has remained more or less at the same level.
Industry RankSector 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%
SOJC Yearly Profit, Operating, Gross MarginsSOJC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SOJC is destroying value.
  • The number of shares outstanding for SOJC remains at a similar level compared to 1 year ago.
  • The number of shares outstanding for SOJC remains at a similar level compared to 5 years ago.
  • The debt/assets ratio for SOJC is higher compared to a year ago.
SOJC Yearly Shares OutstandingSOJC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 50B 100B

2.2 Solvency

  • SOJC has an Altman-Z score of 0.58. This is a bad value and indicates that SOJC is not financially healthy and even has some risk of bankruptcy.
  • SOJC has a Altman-Z score of 0.58. This is in the lower half of the industry: SOJC underperforms 76.09% of its industry peers.
  • A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJC has dependencies on debt financing.
  • SOJC has a Debt to Equity ratio of 1.85. This is in the lower half of the industry: SOJC underperforms 78.26% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Altman-Z 0.58
ROIC/WACC0.95
WACC4.87%
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 0 20B 40B

2.3 Liquidity

  • SOJC has a Current Ratio of 0.75. This is a bad value and indicates that SOJC is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SOJC has a Current ratio (0.75) which is in line with its industry peers.
  • SOJC has a Quick Ratio of 0.75. This is a bad value and indicates that SOJC is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SOJC's Quick ratio of 0.56 is on the low side compared to the rest of the industry. SOJC is outperformed by 63.04% of its industry peers.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.56
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 5B 10B 15B

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

5

3. Growth

3.1 Past

  • SOJC shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.19%.
  • Measured over the past 5 years, SOJC shows a small growth in Earnings Per Share. The EPS has been growing by 5.48% on average per year.
  • Looking at the last year, SOJC shows a quite strong growth in Revenue. The Revenue has grown by 9.40% in the last year.
  • Measured over the past years, SOJC 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

  • Based on estimates for the next years, SOJC will show a small growth in Earnings Per Share. The EPS will grow by 7.39% on average per year.
  • Based on estimates for the next years, SOJC will show a small growth in Revenue. The Revenue will grow by 6.59% on average per year.
EPS Next Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.39%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.59%

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.
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
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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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 5.24 indicates a rather cheap valuation of SOJC.
  • Based on the Price/Earnings ratio, SOJC is valued cheaper than 86.96% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.68, SOJC is valued rather cheaply.
  • The Price/Forward Earnings ratio is 4.75, which indicates a rather cheap valuation of SOJC.
  • Based on the Price/Forward Earnings ratio, SOJC is valued cheaper than 89.13% of the companies in the same industry.
  • SOJC is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.06, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 5.24
Fwd PE 4.75
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

  • Based on the Enterprise Value to EBITDA ratio, SOJC is valued cheaper than 86.96% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.07
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.
  • The decent profitability rating of SOJC may justify a higher PE ratio.
PEG (NY)0.59
PEG (5Y)0.96
EPS Next 2Y7.56%
EPS Next 3Y7.53%

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

5

5. Dividend

5.1 Amount

  • SOJC has a Yearly Dividend Yield of 3.20%.
  • SOJC's Dividend Yield is comparable with the industry average which is at 2.82.
  • Compared to an average S&P500 Dividend Yield of 1.84, SOJC pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.2%

5.2 History

  • The dividend of SOJC has a limited annual growth rate of 1.87%.
  • SOJC has been paying a dividend for over 5 years, so it has already some track record.
  • SOJC has decreased its dividend in the last 3 years.
Dividend Growth(5Y)1.87%
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

  • SOJC pays out 67.01% of its income as dividend. This is not a sustainable payout ratio.
  • The dividend of SOJC is growing, but earnings are growing more, so the dividend growth is sustainable.
DP67.01%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
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 0 2B -2B 4B
SOJC Dividend Payout.SOJC Dividend Payout, showing the Payout Ratio.SOJC Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

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

NYSE:SOJC (2/13/2026, 8:04:00 PM)

22.29

+0.06 (+0.27%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30
Earnings (Next)02-19
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap24.54B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts69.38
Price Target24.51 (9.96%)
Short Float %0%
Short Ratio0.35
Dividend
Industry RankSector Rank
Dividend Yield 3.2%
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years2
Ex-Date02-27
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)-2.45%
PT rev (3m)-2.64%
EPS NQ rev (1m)-1.09%
EPS NQ rev (3m)-2.58%
EPS NY rev (1m)-0.02%
EPS NY rev (3m)0.45%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)-1.68%
Revenue NY rev (1m)0.56%
Revenue NY rev (3m)0.82%
Valuation
Industry RankSector Rank
PE 5.24
Fwd PE 4.75
P/S 0.85
P/FCF N/A
P/OCF 2.62
P/B 0.7
P/tB 0.83
EV/EBITDA 7.07
EPS(TTM)4.25
EY19.07%
EPS(NY)4.7
Fwd EY21.07%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY38.21%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.59
PEG (5Y)0.96
Graham Number55.13
Profitability
Industry RankSector 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 RankSector 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 0.58
F-Score5
WACC4.87%
ROIC/WACC0.95
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 Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.39%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.59%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year85.59%
EBIT Next 3Y29.87%
EBIT Next 5Y20.21%
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 5 1/4 12/01/2077 / SOJC FAQ

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

ChartMill assigns a fundamental rating of 5 / 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 5.24 and the Price/Book (PB) ratio is 0.7.


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 8.85% in the next year.