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

NYSE:SOJD • US8425878001

20.58 USD
+0.09 (+0.44%)
Last: Feb 13, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, SOJD scores 5 out of 10 in our fundamental rating. 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 scores decently on growth, while it is valued quite cheap. This could make an interesting combination.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year SOJD was profitable.
  • In the past year SOJD had a positive cash flow from operations.
  • 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.
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

  • SOJD has a better Return On Assets (2.91%) than 60.87% of its industry peers.
  • Looking at the Return On Equity, with a value of 12.74%, SOJD belongs to the top of the industry, outperforming 80.43% of the companies in the same industry.
  • 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.
  • SOJD 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 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

  • SOJD has a Profit Margin of 15.42%. This is in the better half of the industry: SOJD outperforms 71.74% of its industry peers.
  • SOJD's Profit Margin has declined in the last couple of years.
  • The Operating Margin of SOJD (25.68%) is better than 82.61% 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 89.28%, SOJD belongs to the best of the industry, outperforming 89.13% of the companies in the same industry.
  • SOJD's Gross Margin has been stable in the last couple of years.
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.
  • Compared to 1 year ago, SOJD has about the same amount of shares outstanding.
  • 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.
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

  • SOJD has an Altman-Z score of 0.57. This is a bad value and indicates that SOJD is not financially healthy and even has some risk of bankruptcy.
  • SOJD's Altman-Z score of 0.57 is on the low side compared to the rest of the industry. SOJD is outperformed by 80.43% of its industry peers.
  • A Debt/Equity ratio of 1.85 is on the high side and indicates that SOJD has dependencies on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 1.85, SOJD is doing worse than 76.09% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.85
Debt/FCF N/A
Altman-Z 0.57
ROIC/WACC0.96
WACC4.79%
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

  • SOJD has a Current 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.
  • With a Current ratio value of 0.75, SOJD perfoms like the industry average, 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 has a worse Quick ratio (0.56) than 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

  • 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.
  • Measured over the past years, SOJD shows a small growth in Revenue. The Revenue has been growing by 4.53% on average per year.
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 7.39% on average over the next years.
  • The Revenue is expected to grow by 6.59% on average over the next years.
EPS Next Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.39%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.59%

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.
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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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 4.84, which indicates a rather cheap valuation of SOJD.
  • 91.30% of the companies in the same industry are more expensive than SOJD, based on the Price/Earnings ratio.
  • SOJD is valuated cheaply when we compare the Price/Earnings ratio to 27.19, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 4.38, 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 is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.06, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 4.84
Fwd PE 4.38
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

  • Based on the Enterprise Value to EBITDA ratio, SOJD is valued cheaper than 89.13% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 6.93
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.
  • SOJD has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.55
PEG (5Y)0.88
EPS Next 2Y7.56%
EPS Next 3Y7.53%

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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 3.20%.
  • Compared to an average industry Dividend Yield of 2.81, SOJD has a dividend in line with its industry peers.
  • SOJD's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 3.2%

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

  • 67.01% 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.
DP67.01%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
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 (2/13/2026, 8:04:00 PM)

20.58

+0.09 (+0.44%)

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 Cap22.66B
Revenue(TTM)28.91B
Net Income(TTM)4.46B
Analysts69.38
Price Target22.62 (9.91%)
Short Float %0%
Short Ratio0.2
Dividend
Industry RankSector Rank
Dividend Yield 3.2%
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)-3.41%
PT rev (3m)-1.93%
EPS NQ rev (1m)-1.09%
EPS NQ rev (3m)-2.58%
EPS NY rev (1m)-0.02%
EPS NY rev (3m)0.45%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)-1.68%
Revenue NY rev (1m)0.56%
Revenue NY rev (3m)0.82%
Valuation
Industry RankSector Rank
PE 4.84
Fwd PE 4.38
P/S 0.78
P/FCF N/A
P/OCF 2.42
P/B 0.65
P/tB 0.77
EV/EBITDA 6.93
EPS(TTM)4.25
EY20.65%
EPS(NY)4.7
Fwd EY22.82%
FCF(TTM)-1.66
FCFYN/A
OCF(TTM)8.52
OCFY41.38%
SpS26.26
BVpS31.79
TBVpS26.82
PEG (NY)0.55
PEG (5Y)0.88
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
WACC4.79%
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 Y8.85%
EPS Next 2Y7.56%
EPS Next 3Y7.53%
EPS Next 5Y7.39%
Revenue 1Y (TTM)9.4%
Revenue growth 3Y4.96%
Revenue growth 5Y4.53%
Sales Q2Q%7.55%
Revenue Next Year8.51%
Revenue Next 2Y6.84%
Revenue Next 3Y6.33%
Revenue Next 5Y6.59%
EBIT growth 1Y6.57%
EBIT growth 3Y10.62%
EBIT growth 5Y5.63%
EBIT Next Year85.59%
EBIT Next 3Y29.87%
EBIT Next 5Y20.21%
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 4.84 and the Price/Book (PB) ratio is 0.65.


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.