SOUTHERN CO - SO 5 1/4 12/01/2077 (SOJC) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SOJC - US8425874042
22.18 USD
+0.07 (+0.32%)
Overall SOJC gets a fundamental rating of 5 out of 10. We evaluated SOJC against 46 industry peers in the Electric Utilities industry. SOJC scores excellent on profitability, 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.
- SOJC had a positive operating cash flow in the past year.
- 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
- With a Return On Assets value of 2.91%, SOJC perfoms like the industry average, outperforming 58.70% of the companies in the same industry.
- SOJC has a Return On Equity of 12.74%. This is in the better half of the industry: SOJC outperforms 73.91% of its industry peers.
- SOJC has a better Return On Invested Capital (4.62%) than 71.74% of its industry peers.
- 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 4.58%.
- 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
- Looking at the Profit Margin, with a value of 15.42%, SOJC is in the better half of 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.
- 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 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
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SOJC is destroying value.
- The number of shares outstanding for SOJC remains at a similar level compared to 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.
- The Altman-Z score of SOJC (0.58) is worse than 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.
- 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/WACC0.93
WACC4.97%
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.
- With a Current ratio value of 0.75, SOJC perfoms like the industry average, outperforming 41.30% of the companies in the same industry.
- 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 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%.
- 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
- The Earnings Per Share is expected to grow by 7.36% on average over the next years.
- 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 Year8.18%
Revenue Next 2Y6.59%
Revenue Next 3Y6.04%
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 5.22, 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 86.96% of the companies in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.33, SOJC is valued rather cheaply.
- With a Price/Forward Earnings ratio of 4.70, 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.
- SOJC's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 24.12.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.22 | ||
| Fwd PE | 4.7 |
4.2 Price Multiples
- 86.96% of the companies in the same industry are more expensive than SOJC, based on the Enterprise Value to EBITDA ratio.
| 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.
- The decent profitability rating of SOJC may justify a higher PE ratio.
PEG (NY)0.59
PEG (5Y)0.95
EPS Next 2Y7.76%
EPS Next 3Y7.68%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 6.38%, SOJC is a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 3.46, SOJC pays a better dividend. On top of this SOJC pays more dividend than 91.30% of the companies listed in the same industry.
- 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 | 6.38% |
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.
- The dividend of SOJC decreased 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 2Y7.76%
EPS Next 3Y7.68%
SOUTHERN CO - SO 5 1/4 12/01/2077
NYSE:SOJC (1/14/2026, 8:04:00 PM)
22.18
+0.07 (+0.32%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30 2025-10-30/bmo
Earnings (Next)02-18 2026-02-18/amc
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap24.42B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target25.13 (13.3%)
Short Float %0%
Short Ratio0.21
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.38% |
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)0.53%
PT rev (3m)4.86%
EPS NQ rev (1m)-1.1%
EPS NQ rev (3m)-8.5%
EPS NY rev (1m)0.15%
EPS NY rev (3m)0.59%
Revenue NQ rev (1m)0.47%
Revenue NQ rev (3m)-4.81%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)1.26%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.22 | ||
| Fwd PE | 4.7 | ||
| P/S | 0.84 | ||
| P/FCF | N/A | ||
| P/OCF | 2.6 | ||
| P/B | 0.7 | ||
| P/tB | 0.83 | ||
| EV/EBITDA | 7.06 |
EPS(TTM)4.25
EY19.16%
EPS(NY)4.71
Fwd EY21.25%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY38.4%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.59
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
WACC4.97%
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 Y8.88%
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 Year8.18%
Revenue Next 2Y6.59%
Revenue Next 3Y6.04%
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 5.22 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.