SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJC - US8425874042
21.96 USD
+0.13 (+0.6%)
Taking everything into account, SOJC scores 5 out of 10 in our fundamental rating. SOJC was compared to 46 industry peers in the Electric Utilities industry. SOJC has an excellent profitability rating, but there are concerns on its financial health. SOJC is valued quite cheap, while showing a decent growth score. This is a good combination!
1. Profitability
1.1 Basic Checks
In the past year SOJC was profitable.
In the past year SOJC had a positive cash flow from operations.
Each year in the past 5 years SOJC has been profitable.
In the past 5 years SOJC always reported a positive cash flow from operatings.
1.2 Ratios
SOJC's Return On Assets of 2.91% is in line compared to the rest of the industry. SOJC outperforms 54.35% of its industry peers.
SOJC has a better Return On Equity (12.74%) than 73.91% of its industry peers.
With a decent Return On Invested Capital value of 4.62%, SOJC is doing good in the industry, outperforming 69.57% 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 5.00%.
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 Rank | Sector 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%
1.3 Margins
Looking at the Profit Margin, with a value of 15.42%, SOJC is in the better half of the industry, outperforming 73.91% of the companies in the same industry.
In the last couple of years the Profit Margin of SOJC has declined.
SOJC has a Operating Margin of 25.68%. This is in the better half of the industry: SOJC outperforms 78.26% of its industry peers.
In the last couple of years the Operating Margin of SOJC has remained more or less at the same level.
The Gross Margin of SOJC (89.28%) is better than 86.96% of its industry peers.
SOJC's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
SOJC has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, SOJC has about the same amount of shares outstanding.
Compared to 5 years ago, SOJC has about the same amount of shares outstanding.
SOJC has a worse debt/assets ratio than last year.
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.
Looking at the Altman-Z score, with a value of 0.58, SOJC is doing worse than 78.26% of the companies in the same industry.
A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJC has dependencies on debt financing.
The Debt to Equity ratio of SOJC (1.85) is worse than 82.61% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.58 |
ROIC/WACC0.93
WACC4.98%
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.
The Current ratio of SOJC (0.75) is comparable to the rest of the industry.
A Quick Ratio of 0.56 indicates that SOJC may have some problems paying its short term obligations.
The Quick ratio of SOJC (0.56) is worse than 63.04% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.75 | ||
| Quick Ratio | 0.56 |
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%.
The Earnings Per Share has been growing slightly by 5.48% on average over the past years.
SOJC shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.40%.
SOJC shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.53% yearly.
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 7.15% on average per year.
The Revenue is expected to grow by 6.35% on average over the next years.
EPS Next Y8.37%
EPS Next 2Y7.72%
EPS Next 3Y7.6%
EPS Next 5Y7.15%
Revenue Next Year7.63%
Revenue Next 2Y6.29%
Revenue Next 3Y5.88%
Revenue Next 5Y6.35%
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.
4. Valuation
4.1 Price/Earnings Ratio
SOJC is valuated cheaply with a Price/Earnings ratio of 5.17.
Compared to the rest of the industry, the Price/Earnings ratio of SOJC indicates a rather cheap valuation: SOJC is cheaper than 86.96% of the companies listed in the same industry.
SOJC is valuated cheaply when we compare the Price/Earnings ratio to 25.45, which is the current average of the S&P500 Index.
A Price/Forward Earnings ratio of 4.66 indicates a rather cheap valuation of SOJC.
Based on the Price/Forward Earnings ratio, SOJC is valued cheaply inside the industry as 89.13% of the companies are valued more expensively.
Compared to an average S&P500 Price/Forward Earnings ratio of 34.46, SOJC is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.17 | ||
| Fwd PE | 4.66 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SOJC is valued cheaper than 84.78% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.03 |
4.3 Compensation for Growth
SOJC'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 SOJC may justify a higher PE ratio.
PEG (NY)0.62
PEG (5Y)0.94
EPS Next 2Y7.72%
EPS Next 3Y7.6%
5. Dividend
5.1 Amount
SOJC has a Yearly Dividend Yield of 3.34%.
Compared to an average industry Dividend Yield of 3.77, SOJC pays a better dividend. On top of this SOJC pays more dividend than 86.96% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.45, SOJC pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.34% |
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
5.3 Sustainability
67.01% 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.
DP67.01%
EPS Next 2Y7.72%
EPS Next 3Y7.6%
SOUTHERN CO - SO 5 1/4 12/01/2077
NYSE:SOJC (11/21/2025, 8:04:00 PM)
21.96
+0.13 (+0.6%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners71.62%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap24.16B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts72.12
Price Target24.99 (13.8%)
Short Float %0%
Short Ratio1.6
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.34% |
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years2
Ex-Date
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)5.06%
PT rev (3m)7.82%
EPS NQ rev (1m)-6.04%
EPS NQ rev (3m)-6.22%
EPS NY rev (1m)0.12%
EPS NY rev (3m)-0.08%
Revenue NQ rev (1m)0.46%
Revenue NQ rev (3m)-2.86%
Revenue NY rev (1m)0.75%
Revenue NY rev (3m)2.28%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.17 | ||
| Fwd PE | 4.66 | ||
| P/S | 0.84 | ||
| P/FCF | N/A | ||
| P/OCF | 2.58 | ||
| P/B | 0.69 | ||
| P/tB | 0.82 | ||
| EV/EBITDA | 7.03 |
EPS(TTM)4.25
EY19.35%
EPS(NY)4.71
Fwd EY21.45%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.53
OCFY38.82%
SpS26.28
BVpS31.82
TBVpS26.85
PEG (NY)0.62
PEG (5Y)0.94
Graham Number55.16
Profitability
| Industry Rank | Sector 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 Rank | Sector 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
WACC4.98%
ROIC/WACC0.93
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 Y8.37%
EPS Next 2Y7.72%
EPS Next 3Y7.6%
EPS Next 5Y7.15%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year7.63%
Revenue Next 2Y6.29%
Revenue Next 3Y5.88%
Revenue Next 5Y6.35%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year84.89%
EBIT Next 3Y28.4%
EBIT Next 5Y19.8%
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 for 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.
What is the profitability of SOJC stock?
SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) has a profitability rating of 7 / 10.
How financially healthy is SOUTHERN CO - SO 5 1/4 12/01/2077?
The financial health rating of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is 1 / 10.
What is the earnings growth outlook for SOUTHERN CO - SO 5 1/4 12/01/2077?
The Earnings per Share (EPS) of SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) is expected to grow by 8.37% in the next year.