📊 SOJF Key Takeaways
Is Southern Co (SOJF) a Good Investment?
Southern Company exhibits strong operational profitability with 24.7% operating margins and 4.1% net income growth, but faces significant financial stress with negative free cash flow of -$2.9B and elevated leverage of 1.82x Debt/Equity. The company's $12.7B capex exceeds $9.8B operating cash generation, requiring continued reliance on debt markets that raises sustainability concerns.
Southern Co Key Strengths (SOJF)
- Strong operating margin of 24.7% demonstrates operational efficiency in regulated utility model
- Net income growth accelerating faster than revenue (4.1% vs 2.1% YoY) shows operational leverage
- Substantial operating cash flow of $9.8B provides baseline for obligations and dividends
SOJF Stock Risks: Southern Co Investment Risks
- Negative free cash flow of -$2.9B unsustainable without continuous external financing
- Very high leverage with Debt/Equity ratio of 1.82x and $65.6B long-term debt limits financial flexibility
- Weak liquidity with current ratio of 0.65x and declining EPS despite net income growth indicates shareholder dilution
Key Metrics to Watch
- Free cash flow trajectory and capex funding sustainability
- Debt refinancing ability and cost of capital in credit markets
- Regulatory rate approval outcomes and cost recovery mechanisms
Southern Co (SOJF) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
SOJF Profit Margin, ROE & Profitability Analysis
SOJF vs Utilities Sector: How Southern Co Compares
How Southern Co compares to Utilities sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Southern Co Stock Overvalued? SOJF Valuation Analysis 2026
Based on fundamental analysis, Southern Co has mixed fundamental signals relative to the Utilities sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Southern Co Balance Sheet: SOJF Debt, Cash & Liquidity
SOJF Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Southern Co's revenue has grown significantly by 23% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.62 reflects profitable operations.
SOJF Revenue Growth, EPS Growth & YoY Performance
SOJF Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $7.6B | $1.3B | $1.20 |
| Q3 2025 | $7.5B | $1.5B | $1.39 |
| Q2 2025 | $6.3B | $880.0M | $0.79 |
| Q1 2025 | $6.7B | N/A | $1.03 |
| Q3 2024 | $7.1B | N/A | $1.29 |
| Q2 2024 | $5.5B | N/A | $0.76 |
| Q1 2024 | $6.2B | N/A | $0.79 |
| Q3 2023 | $7.1B | N/A | $1.29 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Southern Co Dividends, Buybacks & Capital Allocation
SOJF SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Southern Co (CIK: 0000092122)
📋 Recent SEC Filings
❓ Frequently Asked Questions about SOJF
What is the AI rating for SOJF?
Southern Co (SOJF) has an AI grade of B with 45% confidence, based on fundamental analysis of SEC EDGAR filings.
What are SOJF's key strengths?
Claude: Strong operating margin of 24.7% demonstrates operational efficiency in regulated utility model. Net income growth accelerating faster than revenue (4.1% vs 2.1% YoY) shows operational leverage.
What are the risks of investing in SOJF?
Claude: Negative free cash flow of -$2.9B unsustainable without continuous external financing. Very high leverage with Debt/Equity ratio of 1.82x and $65.6B long-term debt limits financial flexibility.
What is SOJF's revenue and growth?
Southern Co reported revenue of $29.6B.
Does SOJF pay dividends?
Southern Co pays dividends, with $3,015.0M distributed to shareholders in the trailing twelve months.
Where can I find SOJF SEC filings?
Official SEC filings for Southern Co (CIK: 0000092122) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is SOJF's EPS?
Southern Co has a diluted EPS of $3.92.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.
What is SOJF's fundamental grade?
Based on our AI fundamental analysis in May 2026, Southern Co has a B grade with 45% confidence. Review the strengths and risks sections above for full context. This is not investment advice.
Is SOJF stock overvalued or undervalued?
Valuation metrics for SOJF: ROE of 12.1% (sector avg: 10%), net margin of 14.7% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.
What is SOJF's AI grade for 2026?
Our dual AI analysis gives Southern Co a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is SOJF's free cash flow?
Southern Co's operating cash flow is $9.8B, with capital expenditures of $12.7B. FCF margin is -9.9%.
How does SOJF compare to other Utilities stocks?
Vs Utilities sector averages: Net margin 14.7% (avg: 12%), ROE 12.1% (avg: 10%), current ratio 0.65 (avg: 0.8).
Is Southern Co carrying too much debt?
SOJF has a debt-to-equity ratio of 1.82x, which is above the Utilities sector average of 1.4x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.