SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Fundamental Analysis & Valuation
NYSE:SOJC • US8425874042
Current stock price
This SOJC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. SOJC Profitability Analysis
1.1 Basic Checks
- SOJC had positive earnings in the past year.
- SOJC had a positive operating cash flow in the past year.
- Each year in the past 5 years SOJC has been profitable.
- SOJC had a positive operating cash flow in each of the past 5 years.
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.
- With a decent Return On Equity value of 12.05%, SOJC is doing good in the industry, outperforming 76.09% of the companies in the same industry.
- Looking at the Return On Invested Capital, with a value of 4.30%, SOJC is in the better half of the industry, outperforming 67.39% 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 4.49%.
- The 3 year average ROIC (4.15%) for SOJC is below the current ROIC(4.30%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.79% | ||
| ROE | 12.05% | ||
| ROIC | 4.3% |
1.3 Margins
- SOJC has a better Profit Margin (14.69%) than 67.39% of its industry peers.
- SOJC's Profit Margin has been stable in the last couple of years.
- SOJC has a better Operating Margin (24.65%) than 76.09% of its industry peers.
- SOJC's Operating Margin has been stable in the last couple of years.
- Looking at the Gross Margin, with a value of 88.95%, SOJC belongs to the top of the industry, outperforming 86.96% of the companies in the same industry.
- SOJC's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 24.65% | ||
| PM (TTM) | 14.69% | ||
| GM | 88.95% |
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.
2.2 Solvency
- Based on the Altman-Z score of 0.55, we must say that SOJC is in the distress zone and has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 0.55, SOJC is doing worse than 78.26% of the companies in the same industry.
- A Debt/Equity ratio of 1.84 is on the high side and indicates that SOJC has dependencies on debt financing.
- SOJC's Debt to Equity ratio of 1.84 is on the low side compared to the rest of the industry. SOJC is outperformed by 76.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.84 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.55 |
2.3 Liquidity
- SOJC has a Current Ratio of 0.65. This is a bad value and indicates that SOJC is not financially healthy enough and could expect problems in meeting its short term obligations.
- With a Current ratio value of 0.65, SOJC is not doing good in the industry: 65.22% of the companies in the same industry are doing better.
- A Quick Ratio of 0.45 indicates that SOJC may have some problems paying its short term obligations.
- SOJC has a Quick ratio of 0.45. This is in the lower half of the industry: SOJC underperforms 69.57% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.65 | ||
| Quick Ratio | 0.45 |
3. SOJC Growth Analysis
3.1 Past
- The Earnings Per Share has been growing slightly by 5.91% over the past year.
- Measured over the past 5 years, SOJC shows a small growth in Earnings Per Share. The EPS has been growing by 5.76% on average per year.
- The Revenue has grown by 10.58% in the past year. This is quite good.
- The Revenue has been growing slightly by 7.72% on average over the past years.
3.2 Future
- SOJC is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 8.00% yearly.
- Based on estimates for the next years, SOJC will show a small growth in Revenue. The Revenue will grow by 6.80% on average per year.
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 stable.
4. SOJC Valuation Analysis
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 4.92, the valuation of SOJC can be described as very cheap.
- SOJC's Price/Earnings ratio is rather cheap when compared to the industry. SOJC is cheaper than 89.13% of the companies in the same industry.
- The average S&P500 Price/Earnings ratio is at 25.23. SOJC is valued rather cheaply when compared to this.
- Based on the Price/Forward Earnings ratio of 4.50, the valuation of SOJC can be described as very cheap.
- SOJC's Price/Forward Earnings ratio is rather cheap when compared to the industry. SOJC is cheaper than 89.13% of the companies in the same industry.
- The average S&P500 Price/Forward Earnings ratio is at 23.28. SOJC is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.92 | ||
| Fwd PE | 4.5 |
4.2 Price Multiples
- SOJC's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SOJC is cheaper than 86.96% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.08 |
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.
5. SOJC Dividend Analysis
5.1 Amount
- SOJC has a Yearly Dividend Yield of 3.08%. 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.
- SOJC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.91.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.08% |
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.
- SOJC has decreased its dividend in the last 3 years.
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.
SOJC Fundamentals: All Metrics, Ratios and Statistics
SOUTHERN CO - SO 5 1/4 12/01/2077
NYSE:SOJC (3/20/2026, 8:23:19 PM)
After market: 22.14 +0.97 (+4.58%)21.17
-0.34 (-1.58%)
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.08% |
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.92 | ||
| Fwd PE | 4.5 | ||
| P/S | 0.8 | ||
| P/FCF | N/A | ||
| P/OCF | 2.42 | ||
| P/B | 0.66 | ||
| P/tB | 0.78 | ||
| EV/EBITDA | 7.08 |
| Industry Rank | Sector 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 |
| Industry Rank | Sector 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 | 0.55 |
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 4.92 and the Price/Book (PB) ratio is 0.66.
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.