SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SOJC • US8425874042
22.21 USD
+0.02 (+0.09%)
Last: Jan 30, 2026, 08:19 PM
We assign a fundamental rating of 5 out of 10 to SOJC. 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 scores decently on growth, while it is valued quite cheap. This could make an interesting 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 has a Return On Assets of 2.91%. This is comparable to the rest of the industry: SOJC outperforms 58.70% of its industry peers.
- With a decent Return On Equity value of 12.74%, SOJC is doing good in the industry, outperforming 73.91% of the companies in the same industry.
- 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.
- SOJC had an Average Return On Invested Capital over the past 3 years of 4.14%. This is in line with the industry average of 4.57%.
- 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
- 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.
- SOJC's Profit Margin has declined in the last couple of years.
- Looking at the Operating Margin, with a value of 25.68%, SOJC is in the better half of the industry, outperforming 78.26% of the companies in the same industry.
- SOJC's Operating Margin has been stable in the last couple of years.
- The Gross Margin of SOJC (89.28%) is better than 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 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.
- SOJC has about the same amout of shares outstanding than it did 1 year ago.
- 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.
- 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.
- SOJC has a Debt/Equity ratio of 1.85. This is a high value indicating a heavy dependency on external financing.
- With a Debt to Equity ratio value of 1.85, SOJC is not doing good in the industry: 78.26% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.58 |
ROIC/WACC0.94
WACC4.93%
2.3 Liquidity
- A Current Ratio of 0.75 indicates that SOJC may have some problems paying its short term obligations.
- SOJC has a Current ratio (0.75) which 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.
- SOJC has a worse Quick ratio (0.56) than 63.04% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.75 | ||
| Quick Ratio | 0.56 |
3. Growth
3.1 Past
- The Earnings Per Share has been growing slightly by 1.19% over the past year.
- SOJC shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.48% yearly.
- SOJC shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.40%.
- 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
- SOJC is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.36% yearly.
- Based on estimates for the next years, SOJC will show a small growth in Revenue. The Revenue will grow by 6.66% on average per year.
EPS Next Y8.88%
EPS Next 2Y7.77%
EPS Next 3Y7.68%
EPS Next 5Y7.36%
Revenue Next Year8.51%
Revenue Next 2Y6.82%
Revenue Next 3Y6.3%
Revenue Next 5Y6.66%
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.
- The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 5.23, the valuation of SOJC can be described as very cheap.
- 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 28.30, which is the current average of the S&P500 Index.
- SOJC is valuated cheaply with a Price/Forward Earnings ratio of 4.71.
- 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 25.57. SOJC is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.23 | ||
| Fwd PE | 4.71 |
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 Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.06 |
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.
- SOJC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.59
PEG (5Y)0.95
EPS Next 2Y7.77%
EPS Next 3Y7.68%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.32%, SOJC has a reasonable but not impressive dividend return.
- SOJC's Dividend Yield is comparable with the industry average which is at 2.89.
- SOJC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.32% |
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.
- The dividend of SOJC is growing, but earnings are growing more, so the dividend growth is sustainable.
DP67.01%
EPS Next 2Y7.77%
EPS Next 3Y7.68%
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 5.23 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 8.88% in the next year.