SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJC - US8425874042
21.64 USD
-0.06 (-0.28%)
Overall SOJC gets a fundamental rating of 4 out of 10. We evaluated SOJC against 47 industry peers in the Electric Utilities industry. While SOJC belongs to the best of the industry regarding profitability, there are concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on SOJC.
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.
Each year in the past 5 years SOJC had a positive operating cash flow.
1.2 Ratios
SOJC has a Return On Assets of 2.91%. This is comparable to the rest of the industry: SOJC outperforms 55.32% of its industry peers.
SOJC's Return On Equity of 12.74% is fine compared to the rest of the industry. SOJC outperforms 74.47% of its industry peers.
Looking at the Return On Invested Capital, with a value of 4.62%, SOJC is in the better half of the industry, outperforming 68.09% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for SOJC is in line with the industry average of 5.04%.
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 70.21% of its industry peers.
In the last couple of years the Profit Margin of SOJC has declined.
With a decent Operating Margin value of 25.68%, SOJC is doing good in the industry, outperforming 78.72% 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.
SOJC has a better Gross Margin (89.28%) than 87.23% 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
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SOJC 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.
Compared to 1 year ago, SOJC has a worse debt to assets ratio.
2.2 Solvency
Based on the Altman-Z score of 0.58, we must say that SOJC is in the distress zone and has some risk of bankruptcy.
With a Altman-Z score value of 0.58, SOJC is not doing good in the industry: 78.72% of the companies in the same industry are doing better.
SOJC has a Debt/Equity ratio of 1.85. This is a high value indicating a heavy dependency on external financing.
SOJC has a worse Debt to Equity ratio (1.85) than 80.85% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.58 |
ROIC/WACC0.95
WACC4.88%
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 worse Current ratio (0.75) than 61.70% of 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 has a worse Quick ratio (0.56) than 65.96% 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%.
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.
The Revenue has been growing slightly by 4.53% on average over the past years.
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 7.18% on average per year.
The Revenue is expected to grow by 6.32% on average over the next years.
EPS Next Y8.71%
EPS Next 2Y7.78%
EPS Next 3Y7.76%
EPS Next 5Y7.18%
Revenue Next Year8.22%
Revenue Next 2Y6.48%
Revenue Next 3Y5.99%
Revenue Next 5Y6.32%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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
A Price/Earnings ratio of 5.09 indicates a rather cheap valuation of SOJC.
Based on the Price/Earnings ratio, SOJC is valued cheaply inside the industry as 87.23% of the companies are valued more expensively.
When comparing the Price/Earnings ratio of SOJC to the average of the S&P500 Index (26.50), we can say SOJC is valued rather cheaply.
SOJC is valuated cheaply with a Price/Forward Earnings ratio of 4.59.
Based on the Price/Forward Earnings ratio, SOJC is valued cheaper than 89.36% of the companies in the same industry.
SOJC's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 23.93.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.09 | ||
| Fwd PE | 4.59 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SOJC is valued cheaply inside the industry as 85.11% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.02 |
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)0.58
PEG (5Y)0.93
EPS Next 2Y7.78%
EPS Next 3Y7.76%
5. Dividend
5.1 Amount
SOJC has a Yearly Dividend Yield of 3.39%. Purely for dividend investing, there may be better candidates out there.
SOJC's Dividend Yield is comparable with the industry average which is at 2.95.
SOJC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.87.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.39% |
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
SOJC pays out 67.01% of its income as dividend. 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 2Y7.78%
EPS Next 3Y7.76%
SOUTHERN CO - SO 5 1/4 12/01/2077
NYSE:SOJC (12/23/2025, 8:04:00 PM)
21.64
-0.06 (-0.28%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners74.14%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap23.83B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70.3
Price TargetN/A
Short Float %0%
Short Ratio0.66
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.39% |
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)-0.72%
PT rev (3m)-1.08%
EPS NQ rev (1m)-1.51%
EPS NQ rev (3m)-8.62%
EPS NY rev (1m)0.32%
EPS NY rev (3m)0.49%
Revenue NQ rev (1m)-1.91%
Revenue NQ rev (3m)-4.81%
Revenue NY rev (1m)0.55%
Revenue NY rev (3m)1.3%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.09 | ||
| Fwd PE | 4.59 | ||
| P/S | 0.82 | ||
| P/FCF | N/A | ||
| P/OCF | 2.54 | ||
| P/B | 0.68 | ||
| P/tB | 0.81 | ||
| EV/EBITDA | 7.02 |
EPS(TTM)4.25
EY19.64%
EPS(NY)4.72
Fwd EY21.8%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY39.36%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.58
PEG (5Y)0.93
Graham Number55.13
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
WACC4.88%
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 Y8.71%
EPS Next 2Y7.78%
EPS Next 3Y7.76%
EPS Next 5Y7.18%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year8.22%
Revenue Next 2Y6.48%
Revenue Next 3Y5.99%
Revenue Next 5Y6.32%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year88.88%
EBIT Next 3Y30.14%
EBIT Next 5Y19.79%
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 4 / 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 0 / 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 8.71% in the next year.