The Southern Company JR 2017B NT 77 (SOJC) Financial Ratios
14 years of historical data (2012–2025) · Utilities · Regulated Electric
EV/EBITDA
↓
7.17
↓-15% vs avg
5yr avg: 8.39
30Y Low6.7·High10.6
P/FCF
N/A
—
5yr avg: 120.45
30Y Low120.5·High120.5
P/B Ratio
↓
0.62
↓-12% vs avg
5yr avg: 0.71
30Y Low0.6·High1.0
ROE
↑
11.5%
↓+8% vs avg
5yr avg: 10.6%
30Y Low3%·High15%
Debt/EBITDA
↓
5.66
↓-7% vs avg
5yr avg: 6.08
30Y Low4.1·High7.2
Percentile shows where the current value sits in 30-year historical distribution. Sparklines show 5-year trend.
SOJC Valuation Multiples
Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow
The Southern Company JR 2017B NT 77 trades at 5.6x earnings, 22% below its 5-year average of 7.2x, sitting at the 22nd percentile of its historical range. Compared to the Utilities sector median P/E of 19.5x, the stock trades at a discount of 72%.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Market Cap | $21.8B | $24.0B | $24.2B | $26.3B | $22.9B | $28.0B | $30.0B | $27.7B | $22.4B | $25.7B | — |
| Enterprise Value | $95.5B | $97.7B | $89.4B | $89.1B | $80.1B | $81.7B | $80.0B | $74.4B | $67.8B | $74.3B | — |
| P/E Ratio → | 5.56 | 5.51 | 5.51 | 6.62 | 6.50 | 11.71 | 9.68 | 5.85 | 9.97 | 29.25 | — |
| P/S Ratio | 0.74 | 0.81 | 0.91 | 1.04 | 0.78 | 1.21 | 1.47 | 1.29 | 0.95 | 1.11 | — |
| P/B Ratio | 0.62 | 0.62 | 0.66 | 0.75 | 0.66 | 0.86 | 0.92 | 0.87 | 0.76 | 0.99 | — |
| P/FCF | — | — | 120.45 | — | — | — | — | — | — | — | — |
| P/OCF | 2.22 | 2.44 | 2.47 | 3.48 | 3.63 | 4.54 | 4.48 | 4.80 | 3.22 | 4.01 | — |
P/E links to full P/E history page with 30-year chart
SOJC EV Ratios
Enterprise-value multiples — capital-structure-neutral measures of total business value
The Southern Company JR 2017B NT 77's enterprise value stands at 7.2x EBITDA, 15% below its 5-year average of 8.4x. The Utilities sector median is 12.0x, placing the stock at a 40% discount on an enterprise-value basis.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EV / Revenue | — | 3.31 | 3.35 | 3.53 | 2.74 | 3.53 | 3.93 | 3.48 | 2.87 | 3.22 | — |
| EV / EBITDA | 7.17 | 7.34 | 7.25 | 8.24 | 8.49 | 10.65 | 9.10 | 6.73 | 7.64 | 7.88 | — |
| EV / EBIT | 13.11 | 11.76 | 11.65 | 13.87 | 13.29 | 19.13 | 15.28 | 13.29 | 14.88 | 27.30 | — |
| EV / FCF | — | — | 444.87 | — | — | — | — | — | — | — | — |
SOJC Profitability
Margins and return-on-capital ratios measuring operating efficiency
The Southern Company JR 2017B NT 77 earns an operating margin of 24.7%, above the Utilities sector average of 19.8%. Operating margins have expanded from 23.1% to 24.7% over the past 3 years, signaling improving operational efficiency. ROE of 11.5% is modest. ROIC of 5.1% represents adequate returns on invested capital.
Margins
Full margin charts and quarterly trend are on the Earnings History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.8% | 29.8% | 49.9% | 46.4% | 36.3% | 44.3% | 48.6% | 44.8% | 28.1% | 31.3% | 31.3% |
| Operating Margin | 24.7% | 24.7% | 26.4% | 23.1% | 18.3% | 16.0% | 24.0% | 36.1% | 22.5% | 25.9% | 25.6% |
| Net Profit Margin | 14.7% | 14.7% | 16.5% | 15.7% | 12.0% | 10.4% | 15.3% | 22.1% | 9.5% | 3.8% | 12.6% |
Return on Capital
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 11.5% | 11.5% | 12.2% | 11.4% | 10.5% | 7.4% | 9.7% | 15.4% | 8.1% | 3.3% | 10.2% |
| ROA | 2.9% | 2.9% | 3.1% | 2.9% | 2.7% | 1.9% | 2.6% | 4.0% | 2.0% | 0.8% | 2.7% |
| ROIC | 5.1% | 5.1% | 5.3% | 4.6% | 4.5% | 3.3% | 4.5% | 7.6% | 5.3% | 6.1% | 6.3% |
| ROCE | 5.4% | 5.4% | 5.5% | 4.8% | 4.6% | 3.3% | 4.5% | 7.4% | 5.3% | 6.2% | 6.1% |
SOJC Leverage & Debt
Solvency and debt-coverage ratios — lower is generally safer
The Southern Company JR 2017B NT 77 carries a Debt/EBITDA ratio of 5.7x, which is highly leveraged (11% above the sector average of 5.1x). Net debt stands at $73.7B ($75.4B total debt minus $1.6B cash). Interest coverage of just 2.5x is concerning — the company has limited headroom to absorb earnings volatility before struggling with debt service.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 1.94 | 1.94 | 1.81 | 1.80 | 1.71 | 1.70 | 1.57 | 1.52 | 1.60 | 1.96 | 1.76 |
| Debt / EBITDA | 5.66 | 5.66 | 5.37 | 5.87 | 6.27 | 7.23 | 5.81 | 4.40 | 5.28 | 5.38 | 5.92 |
| Net Debt / Equity | — | 1.90 | 1.78 | 1.78 | 1.66 | 1.65 | 1.54 | 1.46 | 1.55 | 1.88 | 1.69 |
| Net Debt / EBITDA | 5.54 | 5.54 | 5.29 | 5.80 | 6.07 | 7.00 | 5.69 | 4.22 | 5.12 | 5.16 | 5.67 |
| Debt / FCF | — | — | 324.41 | — | — | — | — | — | — | — | — |
| Interest Coverage | 2.51 | 2.51 | 2.83 | 2.50 | 3.37 | 2.31 | 2.78 | 3.08 | — | — | — |
SOJC Liquidity & Efficiency
Short-term solvency ratios and asset-utilisation metrics
The current ratio of 0.65x is below 1.0, meaning current liabilities exceed current assets — though the company's $1.6B cash position helps mitigate short-term liquidity concerns. The current ratio has declined from 0.77x to 0.65x over the past 3 years.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.65 | 0.65 | 0.67 | 0.77 | 0.66 | 0.82 | 0.71 | 0.78 | 0.67 | 0.74 | 0.75 |
| Quick Ratio | 0.65 | 0.65 | 0.67 | 0.53 | 0.49 | 0.61 | 0.51 | 0.59 | 0.50 | 0.55 | 0.54 |
| Cash Ratio | 0.10 | 0.10 | 0.07 | 0.06 | 0.12 | 0.16 | 0.09 | 0.16 | 0.10 | 0.16 | 0.15 |
| Asset Turnover | — | 0.19 | 0.18 | 0.18 | 0.22 | 0.18 | 0.17 | 0.18 | 0.20 | 0.21 | 0.18 |
| Inventory Turnover | — | — | — | 4.04 | 6.97 | 5.46 | 4.21 | 4.95 | 7.09 | 6.04 | 4.91 |
| Days Sales Outstanding | — | — | — | — | — | — | — | — | — | — | — |
SOJC Shareholder Yields
Earnings, FCF, buyback, and dividend yields — total returns to shareholders
The Southern Company JR 2017B NT 77 returns 12.5% to shareholders annually primarily through dividends. A payout ratio of 69.5% is moderate and appears sustainable, balancing shareholder returns with reinvestment capacity. The earnings yield of 18.0% (inverse of P/E) provides a useful comparison to bond yields when assessing the stock's relative attractiveness to fixed income.
Dividends
Full dividend history and growth charts are on the Dividend History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Yield | 12.5% | 12.6% | 12.2% | 11.5% | 12.7% | 9.9% | 8.9% | 9.3% | 10.8% | 9.0% | — |
| Payout Ratio | 69.5% | 69.5% | 67.1% | 76.3% | 82.5% | 116.0% | 86.1% | 54.2% | 108.2% | 261.4% | 84.4% |
Total Shareholder Return Metrics
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Earnings Yield | 18.0% | 18.1% | 18.2% | 15.1% | 15.4% | 8.5% | 10.3% | 17.1% | 10.0% | 3.4% | — |
| FCF Yield | — | — | 0.8% | — | — | — | — | — | — | — | — |
| Buyback Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.1% | 2.6% | — |
| Total Shareholder Yield | 12.5% | 12.6% | 12.2% | 11.5% | 12.7% | 9.9% | 8.9% | 9.3% | 11.0% | 11.5% | — |
| Shares Outstanding | — | $1.1B | $1.1B | $1.1B | $1.1B | $1.1B | $1.1B | $1.1B | $1.0B | $1.0B | $958M |
Peer Comparison
Compare SOJC with 10 similar companies in its peer group
| Company | Market Cap | P/E | EV/EBITDA | P/FCF | Gross Margin | Op Margin | ROE | ROIC | Debt/EBITDA |
|---|---|---|---|---|---|---|---|---|---|
 SOJCYou | $22B | 5.6 | 7.2 | — | 29.8% | 24.7% | 11.5% | 5.1% | 5.7 |
 NEE | $195B | 28.4 | 18.7 | — | 62.8% | 30.1% | 10.7% | 4.1% | 6.2 |
 DUK | $97B | 19.8 | 12.6 | — | 31.6% | 26.6% | 9.5% | 4.6% | 6.1 |
 D | $54B | 17.9 | 15.1 | — | 49.0% | 26.7% | 9.4% | 4.3% | 7.2 |
 AEP | $72B | 19.8 | 13.8 | — | 31.8% | 24.3% | 12.1% | 5.1% | 5.7 |
 EXC | $45B | 16.2 | 10.8 | — | 27.9% | 21.2% | 9.9% | 5.1% | 5.8 |
 XEL | $50B | 23.5 | 14.5 | — | 24.3% | 19.6% | 9.4% | 4.0% | 6.0 |
 ES | $25B | 14.7 | 10.3 | — | 30.1% | 22.1% | 10.7% | 4.9% | 5.6 |
 SO | $104B | 23.6 | 12.7 | — | 29.8% | 24.6% | 11.5% | 5.3% | 4.9 |
 PCG | $36B | 13.7 | 9.8 | — | 19.6% | 19.6% | 8.6% | 4.0% | 6.2 |
 ED | $39B | 18.9 | 12.6 | 1088.8 | 62.0% | 17.3% | 8.8% | 4.4% | 5.5 |
| Utilities Median | — | 19.5 | 12.0 | 16.2 | 39.6% | 19.8% | 9.3% | 4.8% | 5.1 |
Peer selection based on competitive and market overlap. Compare multiple stocks →
Download Financial Ratios Data
Includes 30+ ratios · 14 years · Updated daily
Full SOJC Stock Analysis
Analyst consensus, bull case, AI-generated risk factors, and peer comparison — all in one place.
See SOJC's True Return
Price is only half the story. See total return with reinvested dividends.
Launch CalculatorIs SOJC Undervalued?
DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.
View ValuationCompare SOJC vs NEE
Side-by-side business, growth, and profitability comparison vs NextEra Energy, Inc..
Start ComparisonSOJC — Frequently Asked Questions
Quick answers to the most common questions about buying SOJC stock.
What is The Southern Company JR 2017B NT 77's P/E ratio?
The Southern Company JR 2017B NT 77's current P/E ratio is 5.6x. The historical average is 10.1x. This places it at the 22th percentile of its historical range.
What is The Southern Company JR 2017B NT 77's EV/EBITDA?
The Southern Company JR 2017B NT 77's current EV/EBITDA is 7.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.1x.
What is The Southern Company JR 2017B NT 77's ROE?
The Southern Company JR 2017B NT 77's return on equity (ROE) is 11.5%. The historical average is 10.1%.
Is SOJC stock overvalued?
Based on historical data, The Southern Company JR 2017B NT 77 is trading at a P/E of 5.6x. This is at the 22th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.
What is The Southern Company JR 2017B NT 77's dividend yield?
The Southern Company JR 2017B NT 77's current dividend yield is 12.48% with a payout ratio of 69.5%.
What are The Southern Company JR 2017B NT 77's profit margins?
The Southern Company JR 2017B NT 77 has 29.8% gross margin and 24.7% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.
How much debt does The Southern Company JR 2017B NT 77 have?
The Southern Company JR 2017B NT 77's Debt/EBITDA ratio is 5.7x, indicating high leverage. A ratio above 4x may signal elevated financial risk.