SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:SOJD • US8425878001

20.33 USD
-0.07 (-0.34%)
Last: Feb 6, 2026, 08:06 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to SOJD. SOJD was compared to 46 industry peers in the Electric Utilities industry. SOJD scores excellent on profitability, but there are concerns on its financial health. SOJD is valued quite cheap, while showing a decent growth score. This is a good combination!


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • SOJD had positive earnings in the past year.
  • In the past year SOJD had a positive cash flow from operations.
  • Each year in the past 5 years SOJD has been profitable.
  • SOJD had a positive operating cash flow in each of the past 5 years.
SOJD Yearly Net Income VS EBIT VS OCF VS FCFSOJD Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B 4B 6B 8B

1.2 Ratios

  • The Return On Assets of SOJD (2.91%) is better than 60.87% of its industry peers.
  • The Return On Equity of SOJD (12.74%) is better than 76.09% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 4.62%, SOJD is in the better half of the industry, outperforming 73.91% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for SOJD is in line with the industry average of 4.57%.
  • The last Return On Invested Capital (4.62%) for SOJD is above the 3 year average (4.14%), which is a sign of increasing profitability.
Industry RankSector 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%
SOJD Yearly ROA, ROE, ROICSOJD Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15

1.3 Margins

  • Looking at the Profit Margin, with a value of 15.42%, SOJD is in the better half of the industry, outperforming 71.74% of the companies in the same industry.
  • SOJD's Profit Margin has declined in the last couple of years.
  • SOJD has a Operating Margin of 25.68%. This is amongst the best in the industry. SOJD outperforms 80.43% of its industry peers.
  • SOJD's Operating Margin has been stable in the last couple of years.
  • SOJD has a better Gross Margin (89.28%) than 89.13% of its industry peers.
  • In the last couple of years the Gross Margin of SOJD has remained more or less at the same level.
Industry RankSector 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%
SOJD Yearly Profit, Operating, Gross MarginsSOJD Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SOJD is destroying value.
  • The number of shares outstanding for SOJD remains at a similar level compared to 1 year ago.
  • Compared to 5 years ago, SOJD has about the same amount of shares outstanding.
  • The debt/assets ratio for SOJD is higher compared to a year ago.
SOJD Yearly Shares OutstandingSOJD Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B
SOJD Yearly Total Debt VS Total AssetsSOJD Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B

2.2 Solvency

  • Based on the Altman-Z score of 0.57, we must say that SOJD is in the distress zone and has some risk of bankruptcy.
  • With a Altman-Z score value of 0.57, SOJD is not doing good in the industry: 80.43% of the companies in the same industry are doing better.
  • A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJD has dependencies on debt financing.
  • SOJD has a worse Debt to Equity ratio (1.85) than 76.09% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Altman-Z 0.57
ROIC/WACC0.96
WACC4.83%
SOJD Yearly LT Debt VS Equity VS FCFSOJD Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B 40B

2.3 Liquidity

  • A Current Ratio of 0.75 indicates that SOJD may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.75, SOJD is in line with its industry, outperforming 43.48% of the companies in the same industry.
  • SOJD has a Quick Ratio of 0.75. This is a bad value and indicates that SOJD is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SOJD's Quick ratio of 0.56 is on the low side compared to the rest of the industry. SOJD is outperformed by 60.87% of its industry peers.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.56
SOJD Yearly Current Assets VS Current LiabilitesSOJD Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • SOJD shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.19%.
  • SOJD shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.48% yearly.
  • Looking at the last year, SOJD 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

  • SOJD is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.36% yearly.
  • The Revenue is expected to grow by 6.66% on average over the next years.
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.
  • 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.
SOJD Yearly Revenue VS EstimatesSOJD Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 10B 20B 30B 40B
SOJD Yearly EPS VS EstimatesSOJD Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6

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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 4.78 indicates a rather cheap valuation of SOJD.
  • Based on the Price/Earnings ratio, SOJD is valued cheaply inside the industry as 91.30% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of SOJD to the average of the S&P500 Index (27.92), we can say SOJD is valued rather cheaply.
  • Based on the Price/Forward Earnings ratio of 4.31, the valuation of SOJD can be described as very cheap.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SOJD indicates a rather cheap valuation: SOJD is cheaper than 91.30% of the companies listed in the same industry.
  • SOJD's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.78.
Industry RankSector Rank
PE 4.78
Fwd PE 4.31
SOJD Price Earnings VS Forward Price EarningsSOJD Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • 89.13% of the companies in the same industry are more expensive than SOJD, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 6.91
SOJD Per share dataSOJD EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of SOJD may justify a higher PE ratio.
PEG (NY)0.54
PEG (5Y)0.87
EPS Next 2Y7.77%
EPS Next 3Y7.68%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • SOJD has a Yearly Dividend Yield of 3.25%.
  • SOJD's Dividend Yield is comparable with the industry average which is at 2.90.
  • SOJD's Dividend Yield is rather good when compared to the S&P500 average which is at 1.83.
Industry RankSector Rank
Dividend Yield 3.25%

5.2 History

  • The dividend of SOJD has a limited annual growth rate of 1.87%.
  • SOJD has been paying a dividend for over 5 years, so it has already some track record.
  • SOJD has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)1.87%
Div Incr Years0
Div Non Decr Years4
SOJD Yearly Dividends per shareSOJD Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • SOJD pays out 67.01% of its income as dividend. This is not a sustainable payout ratio.
  • SOJD's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP67.01%
EPS Next 2Y7.77%
EPS Next 3Y7.68%
SOJD Yearly Income VS Free CF VS DividendSOJD Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B 4B
SOJD Dividend Payout.SOJD Dividend Payout, showing the Payout Ratio.SOJD Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

SOUTHERN CO - SO 4.95 01/30/2080

NYSE:SOJD (2/6/2026, 8:06:44 PM)

20.33

-0.07 (-0.34%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)10-30
Earnings (Next)02-19
Inst Owners74.2%
Inst Owner ChangeN/A
Ins Owners0.09%
Ins Owner ChangeN/A
Market Cap22.39B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts70
Price Target22.62 (11.26%)
Short Float %0%
Short Ratio0.2
Dividend
Industry RankSector Rank
Dividend Yield 3.25%
Yearly Dividend2.69
Dividend Growth(5Y)1.87%
DP67.01%
Div Incr Years0
Div Non Decr Years4
Ex-Date01-29
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)0.06%
PT rev (3m)1.64%
EPS NQ rev (1m)-1.55%
EPS NQ rev (3m)-10.75%
EPS NY rev (1m)0%
EPS NY rev (3m)0.54%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)-0.52%
Revenue NY rev (1m)0.31%
Revenue NY rev (3m)1.08%
Valuation
Industry RankSector Rank
PE 4.78
Fwd PE 4.31
P/S 0.77
P/FCF N/A
P/OCF 2.39
P/B 0.64
P/tB 0.76
EV/EBITDA 6.91
EPS(TTM)4.25
EY20.91%
EPS(NY)4.72
Fwd EY23.19%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY41.89%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.54
PEG (5Y)0.87
Graham Number55.13
Profitability
Industry RankSector 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 RankSector 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 0.57
F-Score5
WACC4.83%
ROIC/WACC0.96
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 2Y7.77%
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 Year8.51%
Revenue Next 2Y6.82%
Revenue Next 3Y6.3%
Revenue Next 5Y6.66%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year85.59%
EBIT Next 3Y29.87%
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 4.95 01/30/2080 / SOJD FAQ

What is the fundamental rating for SOJD stock?

ChartMill assigns a fundamental rating of 5 / 10 to SOJD.


What is the valuation status of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) stock?

ChartMill assigns a valuation rating of 7 / 10 to SOUTHERN CO - SO 4.95 01/30/2080 (SOJD). This can be considered as Undervalued.


What is the profitability of SOJD stock?

SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) has a profitability rating of 7 / 10.


Can you provide the PE and PB ratios for SOJD stock?

The Price/Earnings (PE) ratio for SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is 4.78 and the Price/Book (PB) ratio is 0.64.


What is the financial health of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) stock?

The financial health rating of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is 1 / 10.