SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJC - US8425874042
22.06 USD
+0.02 (+0.09%)
Overall SOJC gets a fundamental rating of 5 out of 10. We evaluated SOJC against 46 industry peers in the Electric Utilities industry. While SOJC has a great profitability rating, there are quite some concerns on its financial health. SOJC may be a bit undervalued, certainly considering the very reasonable score on growth
1. Profitability
1.1 Basic Checks
- In the past year SOJC was profitable.
- SOJC had a positive operating cash flow in the past year.
- 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 (2.91%) which is comparable to the rest of the industry.
- 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.
- The Average Return On Invested Capital over the past 3 years for SOJC is in line with the industry average of 4.58%.
- The 3 year average ROIC (4.14%) for SOJC is below the current ROIC(4.62%), indicating increased profibility in the last year.
| 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
- With a decent Profit Margin value of 15.42%, SOJC is doing good in the industry, outperforming 69.57% of the companies in the same industry.
- In the last couple of years the Profit Margin of SOJC has declined.
- SOJC's Operating Margin of 25.68% is fine compared to the rest of the industry. SOJC outperforms 78.26% of its industry peers.
- SOJC's Operating Margin has been stable in the last couple of years.
- SOJC's Gross Margin of 89.28% is amongst the best of the industry. SOJC outperforms 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
- 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.
- SOJC has about the same amout of shares outstanding than it did 5 years ago.
- The debt/assets ratio for SOJC is higher compared to a year ago.
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 76.09% 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.
- SOJC has a worse Debt to Equity ratio (1.85) than 78.26% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.85 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.58 |
ROIC/WACC0.91
WACC5.09%
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.
- A Quick Ratio of 0.56 indicates that SOJC may have some problems paying its short term obligations.
- SOJC has a Quick ratio of 0.56. This is in the lower half of the industry: SOJC underperforms 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.
- The Earnings Per Share has been growing slightly by 5.48% on average over the past years.
- The Revenue has grown by 9.40% in the past year. This is quite good.
- 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 7.36% on average per year.
- The Revenue is expected to grow by 6.66% on average over the next years.
EPS Next Y8.88%
EPS Next 2Y7.76%
EPS Next 3Y7.68%
EPS Next 5Y7.36%
Revenue Next Year7.91%
Revenue Next 2Y6.46%
Revenue Next 3Y5.96%
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.
- 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
- The Price/Earnings ratio is 5.19, which indicates a rather cheap valuation of SOJC.
- Based on the Price/Earnings ratio, SOJC is valued cheaply inside the industry as 86.96% of the companies are valued more expensively.
- Compared to an average S&P500 Price/Earnings ratio of 27.32, SOJC is valued rather cheaply.
- SOJC is valuated cheaply with a Price/Forward Earnings ratio of 4.68.
- Based on the Price/Forward Earnings ratio, SOJC is valued cheaper than 89.13% of the companies in the same industry.
- Compared to an average S&P500 Price/Forward Earnings ratio of 24.30, SOJC is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.19 | ||
| Fwd PE | 4.68 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SOJC is valued cheaply inside the industry as 86.96% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.05 |
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)0.95
EPS Next 2Y7.76%
EPS Next 3Y7.68%
5. Dividend
5.1 Amount
- SOJC has a Yearly Dividend Yield of 3.33%.
- Compared to an average industry Dividend Yield of 2.93, 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 1.86.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.33% |
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 2Y7.76%
EPS Next 3Y7.68%
SOUTHERN CO - SO 5 1/4 12/01/2077
NYSE:SOJC (1/21/2026, 7:33:19 PM)
22.06
+0.02 (+0.09%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30 2025-10-30/bmo
Earnings (Next)02-19 2026-02-19/amc
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap24.29B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target24.99 (13.28%)
Short Float %0%
Short Ratio0.12
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.33% |
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years2
Ex-DateN/A
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)-0.02%
PT rev (3m)4.28%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-7.45%
EPS NY rev (1m)0.15%
EPS NY rev (3m)0.59%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.46%
Revenue NY rev (1m)-0.29%
Revenue NY rev (3m)1.01%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.19 | ||
| Fwd PE | 4.68 | ||
| P/S | 0.84 | ||
| P/FCF | N/A | ||
| P/OCF | 2.59 | ||
| P/B | 0.69 | ||
| P/tB | 0.82 | ||
| EV/EBITDA | 7.05 |
EPS(TTM)4.25
EY19.27%
EPS(NY)4.71
Fwd EY21.37%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY38.61%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.58
PEG (5Y)0.95
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
WACC5.09%
ROIC/WACC0.91
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 Y8.88%
EPS Next 2Y7.76%
EPS Next 3Y7.68%
EPS Next 5Y7.36%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year7.91%
Revenue Next 2Y6.46%
Revenue Next 3Y5.96%
Revenue Next 5Y6.66%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year87.46%
EBIT Next 3Y30.06%
EBIT Next 5Y20.12%
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 5.19 and the Price/Book (PB) ratio is 0.69.
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.