SOUTHERN CO - SO 4.95 01/30/2080 (SOJD) Fundamental Analysis & Valuation
NYSE:SOJD • US8425878001
Current stock price
This SOJD fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. SOJD Profitability Analysis
1.1 Basic Checks
- SOJD had positive earnings in the past year.
- SOJD had a positive operating cash flow in the past year.
- SOJD had positive earnings in each of the past 5 years.
- SOJD had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of SOJD (2.79%) is better than 63.83% of its industry peers.
- The Return On Equity of SOJD (12.05%) is better than 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.
- Measured over the past 3 years, the Average Return On Invested Capital for SOJD is in line with the industry average of 4.52%.
- The last Return On Invested Capital (4.30%) for SOJD is above the 3 year average (4.15%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.79% | ||
| ROE | 12.05% | ||
| ROIC | 4.3% |
1.3 Margins
- SOJD's Profit Margin of 14.69% is fine compared to the rest 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.
- With an excellent Gross Margin value of 88.95%, SOJD belongs to the best of the industry, outperforming 89.36% of the companies in the same industry.
- In the last couple of years the Gross Margin of SOJD has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 24.65% | ||
| PM (TTM) | 14.69% | ||
| GM | 88.95% |
2. SOJD Health Analysis
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SOJD is destroying value.
- SOJD has about the same amout of shares outstanding than it did 1 year ago.
- The number of shares outstanding for SOJD remains at a similar level compared to 5 years ago.
- Compared to 1 year ago, SOJD has a worse debt to assets ratio.
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.
- With a Altman-Z score value of 0.55, SOJD is not doing good in the industry: 80.85% of the companies in the same industry are doing better.
- SOJD has a Debt/Equity ratio of 1.84. This is a high value indicating a heavy dependency on external financing.
- With a Debt to Equity ratio value of 1.84, SOJD is not doing good in the industry: 74.47% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.84 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.55 |
2.3 Liquidity
- A Current Ratio of 0.65 indicates that SOJD may have some problems paying its short term obligations.
- With a Current ratio value of 0.65, SOJD is not doing good in the industry: 63.83% of the companies in the same industry are doing better.
- A Quick Ratio of 0.45 indicates that SOJD may have some problems paying its short term obligations.
- SOJD's Quick ratio of 0.45 is on the low side compared to the rest of the industry. SOJD is outperformed by 68.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.65 | ||
| Quick Ratio | 0.45 |
3. SOJD Growth Analysis
3.1 Past
- The Earnings Per Share has been growing slightly by 5.91% over the past year.
- The Earnings Per Share has been growing slightly by 5.76% on average over the past years.
- The Revenue has grown by 10.58% in the past year. This is quite good.
- SOJD shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.72% yearly.
3.2 Future
- SOJD 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, SOJD 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. SOJD Valuation Analysis
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 4.77, the valuation of SOJD can be described as very cheap.
- 89.36% of the companies in the same industry are more expensive than SOJD, based on the Price/Earnings ratio.
- SOJD's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.42.
- The Price/Forward Earnings ratio is 4.36, which indicates a rather cheap valuation of SOJD.
- Based on the Price/Forward Earnings ratio, SOJD is valued cheaply inside the industry as 91.49% of the companies are valued more expensively.
- SOJD's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.24.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.77 | ||
| Fwd PE | 4.36 |
4.2 Price Multiples
- 89.36% of the companies in the same industry are more expensive than SOJD, based on the Enterprise Value to EBITDA ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.01 |
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.
5. SOJD Dividend Analysis
5.1 Amount
- SOJD has a Yearly Dividend Yield of 3.24%. Purely for dividend investing, there may be better candidates out there.
- SOJD's Dividend Yield is comparable with the industry average which is at 2.79.
- SOJD's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
| Industry Rank | Sector 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.
5.3 Sustainability
- 69.45% of the earnings are spent on dividend by SOJD. This is not a sustainable payout ratio.
- The dividend of SOJD is growing, but earnings are growing more, so the dividend growth is sustainable.
SOJD Fundamentals: All Metrics, Ratios and Statistics
SOUTHERN CO - SO 4.95 01/30/2080
NYSE:SOJD (4/24/2026, 8:09:02 PM)
20.51
-0.03 (-0.15%)
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.24% |
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.77 | ||
| Fwd PE | 4.36 | ||
| P/S | 0.78 | ||
| P/FCF | N/A | ||
| P/OCF | 2.36 | ||
| P/B | 0.64 | ||
| P/tB | 0.76 | ||
| EV/EBITDA | 7.01 |
| 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 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%.