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

NYSE:SOJD • US8425878001

Current stock price

19.9 USD
-0.55 (-2.69%)
Last:

This SOJD fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. SOJD Profitability Analysis

1.1 Basic Checks

  • SOJD had positive earnings in the past year.
  • In the past year SOJD had a positive cash flow from operations.
  • SOJD had positive earnings in each of the past 5 years.
  • In the past 5 years SOJD always reported a positive cash flow from operatings.
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 2025 0 2B -2B 4B 6B 8B

1.2 Ratios

  • SOJD's Return On Assets of 2.79% is fine compared to the rest of the industry. SOJD outperforms 63.83% of its industry peers.
  • SOJD's Return On Equity of 12.05% is amongst the best of the industry. SOJD outperforms 80.85% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 4.30%, SOJD is in the better half of the industry, outperforming 70.21% 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 4.52%.
  • The 3 year average ROIC (4.15%) for SOJD is below the current ROIC(4.30%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.79%
ROE 12.05%
ROIC 4.3%
ROA(3y)2.89%
ROA(5y)2.63%
ROE(3y)12.65%
ROE(5y)11.61%
ROIC(3y)4.15%
ROIC(5y)4%
SOJD Yearly ROA, ROE, ROICSOJD Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • SOJD has a Profit Margin of 14.69%. This is in the better half of the industry: SOJD outperforms 70.21% of its industry peers.
  • In the last couple of years the Profit Margin of SOJD has remained more or less at the same level.
  • SOJD has a Operating Margin of 24.65%. This is in the better half of the industry: SOJD outperforms 78.72% of its industry peers.
  • In the last couple of years the Operating Margin of SOJD has remained more or less at the same level.
  • SOJD has a Gross Margin of 88.95%. This is amongst the best in the industry. SOJD outperforms 89.36% of its industry peers.
  • SOJD's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 24.65%
PM (TTM) 14.69%
GM 88.95%
OM growth 3Y7.89%
OM growth 5Y-0.48%
PM growth 3Y6.87%
PM growth 5Y-0.82%
GM growth 3Y2.36%
GM growth 5Y-0.17%
SOJD Yearly Profit, Operating, Gross MarginsSOJD Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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0

2. SOJD Health Analysis

2.1 Basic Checks

  • SOJD has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • SOJD has about the same amout of shares outstanding than it did 1 year ago.
  • SOJD has about the same amout of shares outstanding than it did 5 years ago.
  • 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 2025 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 2025 50B 100B 150B

2.2 Solvency

  • Based on the Altman-Z score of 0.55, we must say that SOJD is in the distress zone and has some risk of bankruptcy.
  • SOJD has a Altman-Z score of 0.55. This is amonst the worse of the industry: SOJD underperforms 80.85% of its industry peers.
  • A Debt/Equity ratio of 1.84 is on the high side and indicates that SOJD has dependencies on debt financing.
  • SOJD's Debt to Equity ratio of 1.84 is on the low side compared to the rest of the industry. SOJD is outperformed by 74.47% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.84
Debt/FCF N/A
Altman-Z 0.55
ROIC/WACC0.89
WACC4.86%
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 2025 0 20B 40B 60B

2.3 Liquidity

  • SOJD has a Current Ratio of 0.65. This is a bad value and indicates that SOJD is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.65, SOJD is doing worse than 63.83% of the companies in the same industry.
  • SOJD has a Quick Ratio of 0.65. 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 has a worse Quick ratio (0.45) than 65.96% of its industry peers.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.45
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 2025 5B 10B 15B

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

4

3. SOJD 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, SOJD shows a small growth in Earnings Per Share. The EPS has been growing by 5.76% on average per year.
  • Looking at the last year, SOJD shows a quite strong growth in Revenue. The Revenue has grown by 10.58% in the last year.
  • The Revenue has been growing slightly by 7.72% on average over the past years.
EPS 1Y (TTM)5.91%
EPS 3Y6%
EPS 5Y5.76%
EPS Q2Q%10%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%

3.2 Future

  • SOJD is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.90% yearly.
  • SOJD is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.33% yearly.
EPS Next Y9.42%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
EPS Next 5Y7.9%
Revenue Next Year8.18%
Revenue Next 2Y6.87%
Revenue Next 3Y6.63%
Revenue Next 5Y6.33%

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 stable: in the next years the growth will be about the same than in the last years.
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
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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7

4. SOJD Valuation Analysis

4.1 Price/Earnings Ratio

  • SOJD is valuated cheaply with a Price/Earnings ratio of 4.63.
  • Compared to the rest of the industry, the Price/Earnings ratio of SOJD indicates a rather cheap valuation: SOJD is cheaper than 89.36% of the companies listed in the same industry.
  • SOJD's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.54.
  • The Price/Forward Earnings ratio is 4.23, which indicates a rather cheap valuation of SOJD.
  • SOJD's Price/Forward Earnings ratio is rather cheap when compared to the industry. SOJD is cheaper than 91.49% of the companies in the same industry.
  • SOJD is valuated cheaply when we compare the Price/Forward Earnings ratio to 21.68, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 4.63
Fwd PE 4.23
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SOJD indicates a rather cheap valuation: SOJD is cheaper than 89.36% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 7.01
SOJD Per share dataSOJD EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • SOJD'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 SOJD may justify a higher PE ratio.
PEG (NY)0.49
PEG (5Y)0.8
EPS Next 2Y8.55%
EPS Next 3Y8.64%

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5

5. SOJD Dividend Analysis

5.1 Amount

  • SOJD has a Yearly Dividend Yield of 3.24%.
  • SOJD's Dividend Yield is comparable with the industry average which is at 2.83.
  • SOJD's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 3.24%

5.2 History

  • The dividend of SOJD has a limited annual growth rate of 2.35%.
  • SOJD has been paying a dividend for over 5 years, so it has already some track record.
  • As SOJD did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)2.35%
Div Incr Years0
Div Non Decr Years5
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

  • 69.45% of the earnings are spent on dividend by SOJD. This is not a sustainable payout ratio.
  • SOJD's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP69.45%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
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 2025 0 2B -2B 4B
SOJD Dividend Payout.SOJD Dividend Payout, showing the Payout Ratio.SOJD Dividend Payout.PayoutRetained Earnings

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SOJD Fundamentals: All Metrics, Ratios and Statistics

SOUTHERN CO - SO 4.95 01/30/2080

NYSE:SOJD (4/29/2026, 8:04:00 PM)

19.9

-0.55 (-2.69%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Industry Strength52.17
Industry Growth22.98
Earnings (Last)02-19
Earnings (Next)04-30
Inst Owners72.64%
Inst Owner ChangeN/A
Ins Owners0.12%
Ins Owner ChangeN/A
Market Cap22.43B
Revenue(TTM)29.55B
Net Income(TTM)4.34B
Analysts71.25
Price Target21.33 (7.19%)
Short Float %0.01%
Short Ratio1.12
Dividend
Industry RankSector Rank
Dividend Yield 3.24%
Yearly Dividend2.74
Dividend Growth(5Y)2.35%
DP69.45%
Div Incr Years0
Div Non Decr Years5
Ex-Date04-29
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-1.9%
Min EPS beat(2)-6.91%
Max EPS beat(2)3.1%
EPS beat(4)1
Avg EPS beat(4)-1.04%
Min EPS beat(4)-6.91%
Max EPS beat(4)3.1%
EPS beat(8)4
Avg EPS beat(8)2.67%
EPS beat(12)8
Avg EPS beat(12)3.33%
EPS beat(16)11
Avg EPS beat(16)4.23%
Revenue beat(2)1
Avg Revenue beat(2)2.15%
Min Revenue beat(2)-0.17%
Max Revenue beat(2)4.47%
Revenue beat(4)3
Avg Revenue beat(4)4.34%
Min Revenue beat(4)-0.17%
Max Revenue beat(4)7.77%
Revenue beat(8)5
Avg Revenue beat(8)2.53%
Revenue beat(12)6
Avg Revenue beat(12)-2.95%
Revenue beat(16)10
Avg Revenue beat(16)2.77%
PT rev (1m)-2.48%
PT rev (3m)-8.97%
EPS NQ rev (1m)-0.4%
EPS NQ rev (3m)-4.4%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)-0.22%
Revenue NQ rev (1m)-0.51%
Revenue NQ rev (3m)-0.24%
Revenue NY rev (1m)-0.56%
Revenue NY rev (3m)2.88%
Valuation
Industry RankSector Rank
PE 4.63
Fwd PE 4.23
P/S 0.76
P/FCF N/A
P/OCF 2.29
P/B 0.62
P/tB 0.73
EV/EBITDA 7.01
EPS(TTM)4.3
EY21.61%
EPS(NY)4.71
Fwd EY23.64%
FCF(TTM)-2.6
FCFYN/A
OCF(TTM)8.7
OCFY43.69%
SpS26.21
BVpS31.95
TBVpS27.1
PEG (NY)0.49
PEG (5Y)0.8
Graham Number55.5973 (179.38%)
Profitability
Industry RankSector 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
ROA(3y)2.89%
ROA(5y)2.63%
ROE(3y)12.65%
ROE(5y)11.61%
ROIC(3y)4.15%
ROIC(5y)4%
ROICexc(3y)4.19%
ROICexc(5y)4.04%
ROICexgc(3y)4.37%
ROICexgc(5y)4.23%
ROCE(3y)5.09%
ROCE(5y)4.91%
ROICexgc growth 3Y3.03%
ROICexgc growth 5Y2.27%
ROICexc growth 3Y3.28%
ROICexc growth 5Y2.54%
OM growth 3Y7.89%
OM growth 5Y-0.48%
PM growth 3Y6.87%
PM growth 5Y-0.82%
GM growth 3Y2.36%
GM growth 5Y-0.17%
F-Score4
Asset Turnover0.19
Health
Industry RankSector 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
F-Score4
WACC4.86%
ROIC/WACC0.89
Cap/Depr(3y)187.9%
Cap/Depr(5y)188.18%
Cap/Sales(3y)37.54%
Cap/Sales(5y)34.2%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)5.91%
EPS 3Y6%
EPS 5Y5.76%
EPS Q2Q%10%
EPS Next Y9.42%
EPS Next 2Y8.55%
EPS Next 3Y8.64%
EPS Next 5Y7.9%
Revenue 1Y (TTM)10.58%
Revenue growth 3Y0.31%
Revenue growth 5Y7.72%
Sales Q2Q%10.09%
Revenue Next Year8.18%
Revenue Next 2Y6.87%
Revenue Next 3Y6.63%
Revenue Next 5Y6.33%
EBIT growth 1Y3.38%
EBIT growth 3Y8.23%
EBIT growth 5Y7.2%
EBIT Next Year83.92%
EBIT Next 3Y30.23%
EBIT Next 5Y19.66%
FCF growth 1Y-452.34%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y0.14%
OCF growth 3Y15.86%
OCF growth 5Y7.92%

SOUTHERN CO - SO 4.95 01/30/2080 / SOJD Fundamental Analysis FAQ

What is the fundamental rating for SOJD stock?

ChartMill assigns a fundamental rating of 4 / 10 to SOJD.


What is the valuation status for 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.


Can you provide the profitability details for SOUTHERN CO - SO 4.95 01/30/2080?

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


What is the earnings growth outlook for SOUTHERN CO - SO 4.95 01/30/2080?

The Earnings per Share (EPS) of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is expected to grow by 9.42% in the next year.


Is the dividend of SOUTHERN CO - SO 4.95 01/30/2080 sustainable?

The dividend rating of SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) is 5 / 10 and the dividend payout ratio is 69.45%.