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6Mar 19, 2026·SEC
Feb 25, 2026·SEC
Feb 19, 2026·SEC
Southern Company (The) Series 2 (SOJD) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Southern Company (The) Series 2 (SOJD) stock price & volume — 10-year historical chart
Southern Company (The) Series 2 (SOJD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Southern Company (The) Series 2 (SOJD) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 19, 2026 | $0.55vs $0.56-1.4% | $7.0Bvs $6.1B+14.5% |
| Q4 2025 | Oct 29, 2025 | $1.54vs $1.51+2.0% | $7.8Bvs $7.6B+2.7% |
| Q3 2025 | Jul 30, 2025 | $0.79vs $0.88-9.3% | $7.0Bvs $6.4B+9.6% |
| Q2 2025 | Apr 30, 2025 | $1.21vs $1.20+0.8% | $7.8Bvs $7.2B+8.7% |
Southern Company (The) Series 2 (SOJD) competitors in Electric and gas combination utilities — business model, growth, and fundamentals comparison
Southern Company (The) Series 2 (SOJD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Southern Company (The) Series 2 (SOJD) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 23.11B | 23.61B | 21.19B | 20.38B | 23.11B | 29.28B | 25.25B | 26.72B | 29.55B |
| Revenue Growth % | 16.38% | 2.16% | -10.25% | -3.86% | 13.44% | 26.68% | -13.75% | 5.83% | 10.59% |
| Cost of Revenue | 15.87B | 16.98B | 14.81B | 10.48B | 12.87B | 18.65B | 13.54B | 13.38B | 20.74B |
| Gross Profit | 7.24B▲ 0% | 6.64B▼ 8.4% | 6.38B▼ 3.9% | 9.9B▲ 55.1% | 10.25B▲ 3.5% | 10.63B▲ 3.7% | 11.71B▲ 10.2% | 13.34B▲ 14.0% | 8.81B▼ 34.0% |
| Gross Margin % | 31.34% | 28.11% | 30.1% | 48.57% | 44.33% | 36.3% | 46.36% | 49.93% | 29.81% |
| Gross Profit Growth % | 16.71% | -8.35% | -3.9% | 55.13% | 3.54% | 3.71% | 10.17% | 13.96% | -33.98% |
| Operating Expenses | 1.25B | 1.31B | 1.23B | 5.01B | 6.55B | 5.26B | 5.88B | 6.27B | 1.54B |
| Other Operating Expenses | - | - | - | - | - | - | - | - | - |
| EBITDA | 9.44B | 8.88B | 8.47B | 8.79B | 7.67B | 9.43B | 10.81B | 12.33B | 13.31B |
| EBITDA Margin % | 40.82% | 37.6% | 39.99% | 43.14% | 33.19% | 32.22% | 42.81% | 46.15% | 45.05% |
| EBITDA Growth % | 17.66% | -5.88% | -4.56% | 3.72% | -12.73% | 22.98% | 14.61% | 14.08% | 7.95% |
| Depreciation & Amortization | 3.44B | 3.56B | 3.33B | 3.9B | 3.97B | 4.06B | 4.99B | 5.27B | 6.03B |
| D&A / Revenue % | 14.89% | 15.06% | 15.69% | 19.17% | 17.19% | 13.88% | 19.74% | 19.71% | 20.4% |
| Operating Income (EBIT) | 5.99B▲ 0% | 5.32B▼ 11.2% | 5.15B▼ 3.3% | 4.88B▼ 5.1% | 3.7B▼ 24.3% | 5.37B▲ 45.2% | 5.83B▲ 8.5% | 7.07B▲ 21.3% | 7.29B▲ 3.1% |
| Operating Margin % | 25.93% | 22.54% | 24.3% | 23.98% | 16% | 18.34% | 23.07% | 26.45% | 24.65% |
| Operating Income Growth % | 17.67% | -11.18% | -3.27% | -5.15% | -24.3% | 45.21% | 8.49% | 21.32% | 3.07% |
| Interest Expense | 0 | 0 | 1.82B | 0 | 0 | 0 | 2.57B | 2.71B | 3.31B |
| Interest Coverage | - | - | 3.08x | - | - | - | 2.50x | 2.83x | 2.51x |
| Interest / Revenue % | 0% | 0% | 8.57% | 0% | 0% | 0% | 10.17% | 10.14% | 11.18% |
| Non-Operating Income | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K | -1000K |
| Pretax Income | 1.07B▲ 0% | 2.75B▲ 157.4% | 6.54B▲ 138.0% | 3.48B▼ 46.8% | 2.56B▼ 26.4% | 4.21B▲ 64.5% | 4.34B▲ 3.2% | 5.23B▲ 20.3% | 5B▼ 4.4% |
| Pretax Margin % | 4.62% | 11.64% | 30.87% | 17.08% | 11.08% | 14.39% | 17.21% | 19.57% | 16.92% |
| Income Tax | 142M | 449M | 1.8B | 393M | 267M | 795M | 496M | 969M | 828M |
| Effective Tax Rate % | 13.3% | 16.33% | 27.48% | 11.29% | 10.43% | 18.87% | 11.42% | 18.53% | 16.56% |
| Net Income | 880M▲ 0% | 2.24B▲ 154.8% | 4.75B▲ 112.0% | 3.12B▼ 34.4% | 2.39B▼ 23.3% | 3.52B▲ 47.3% | 3.98B▲ 12.8% | 4.4B▲ 10.7% | 4.34B▼ 1.4% |
| Net Margin % | 3.81% | 9.49% | 22.43% | 15.31% | 10.35% | 12.04% | 15.74% | 16.47% | 14.69% |
| Net Income Growth % | -64.7% | 154.77% | 112.04% | -34.39% | -23.28% | 47.26% | 12.83% | 10.69% | -1.36% |
| EPS (Diluted) | 0.87▲ 0% | 2.19▲ 151.7% | 4.50▲ 105.5% | 2.82▼ 37.3% | 2.24▼ 20.6% | 3.26▲ 45.5% | 3.62▲ 11.0% | 3.99▲ 10.2% | 3.92▼ 1.8% |
| EPS Growth % | -66.54% | 151.72% | 105.48% | -37.33% | -20.57% | 45.54% | 11.04% | 10.22% | -1.75% |
| EPS (Basic) | 0.88 | 2.20 | 4.53 | 2.82 | 2.26 | 3.28 | 3.64 | 4.02 | 3.94 |
| Diluted Shares Outstanding | 1.01B | 1.02B | 1.05B | 1.1B | 1.07B | 1.08B | 1.1B | 1.1B | 1.11B |
Southern Company (The) Series 2 (SOJD) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Total Assets | 111B | 116.91B | 118.7B | 122.94B | 127.53B | 134.89B | 139.33B | 145.18B | 155.72B |
| Asset Growth % | 1.19% | 5.32% | 1.53% | 3.57% | 3.74% | 5.77% | 3.29% | 4.2% | 7.26% |
| PP&E (Net) | 79.87B | 80.8B | 84.88B | 89.44B | 92.81B | 96.1B | 101.28B | 0 | 0 |
| PP&E / Total Assets % | 71.95% | 69.11% | 71.51% | 72.75% | 72.77% | 71.24% | 72.69% | 0% | 0% |
| Total Current Assets | 10.07B | 9.58B | 9.82B | 8.62B | 8.96B | 10.42B | 10.43B | 10.69B | 10.92B |
| Cash & Equivalents | 2.13B | 1.4B | 1.98B | 1.06B | 1.8B | 1.92B | 748M | 1.07B | 1.64B |
| Receivables | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Inventory | 2.63B | 2.39B | 2.39B | 2.49B | 2.35B | 2.68B | 3.35B | 0 | 0 |
| Other Current Assets | 1.51B | 2.12B | 1.73B | 1.45B | 2.04B | 1.76B | 2.48B | 5.33B | 5.21B |
| Long-Term Investments | 4.37B | 4.37B | 4.52B | 4.62B | 4.48B | 4.19B | 4.46B | 4.71B | 4.98B |
| Goodwill | 6.27B | 5.32B | 5.28B | 5.28B | 5.28B | 5.16B | 5.16B | 5.16B | 5.16B |
| Intangible Assets | 873M | 613M | 536M | 487M | 445M | 406M | 368M | 332M | 300M |
| Other Assets | 8.73B | 15.44B | 12.87B | 13.7B | 14.73B | 17.75B | 16.75B | 124.29B | 134.36B |
| Total Liabilities | 85.15B | 87.58B | 86.65B | 90.41B | 94.97B | 100.36B | 104.11B | 108.51B | 116.85B |
| Total Debt | 50.79B | 46.85B | 48.69B | 51.04B | 53.58B | 59.13B | 63.49B | 66.28B | 75.36B |
| Net Debt | 48.66B | 45.45B | 46.71B | 49.98B | 51.78B | 57.22B | 62.74B | 65.21B | 73.72B |
| Long-Term Debt | 44.29B | 40.56B | 41.59B | 44.86B | 49.92B | 50.36B | 56.92B | 58.49B | 66.18B |
| Short-Term Borrowings | 6.3B | 6.11B | 5.27B | 4.36B | 1.69B | 7.09B | 4.78B | 6.05B | 7.14B |
| Capital Lease Obligations | 204M | 197M | 1.82B | 1.82B | 1.97B | 1.68B | 1.79B | 1.74B | 2.04B |
| Total Current Liabilities | 13.59B | 14.29B | 12.55B | 12.08B | 10.92B | 15.72B | 13.47B | 15.99B | 16.89B |
| Accounts Payable | 3.08B | 3.44B | 2.56B | 2.81B | 2.17B | 3.52B | 2.9B | 3.7B | 3.71B |
| Accrued Expenses | 1.5B | 1.03B | 992M | 1.02B | 1.07B | 1.13B | 1.15B | 0 | 0 |
| Deferred Revenue | 6M | 656M | 0 | 0 | 106M | 0 | 868M | 486M | 0 |
| Other Current Liabilities | 2.68B | 3.71B | 3.06B | 3.06B | 5.62B | 3.16B | 3.58B | 5.55B | 5.04B |
| Deferred Taxes | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Other Liabilities | 27.1B | 32.54B | 20.51B | 21.24B | 12.48B | 20.42B | 19.07B | 20.76B | 17.61B |
| Total Equity | 25.85B▲ 0% | 29.33B▲ 13.5% | 32.05B▲ 9.3% | 32.52B▲ 1.5% | 32.57B▲ 0.1% | 34.53B▲ 6.0% | 35.23B▲ 2.0% | 36.67B▲ 4.1% | 38.87B▲ 6.0% |
| Equity Growth % | -3.87% | 13.45% | 9.27% | 1.48% | 0.13% | 6.03% | 2.01% | 4.11% | 5.98% |
| Shareholders Equity | 24.49B | 25.01B | 27.8B | 28.26B | 28.16B | 30.41B | 31.44B | 33.21B | 36.02B |
| Minority Interest | 1.36B | 4.32B | 4.25B | 4.26B | 4.4B | 4.12B | 3.78B | 3.47B | 2.85B |
| Common Stock | 5.04B | 5.16B | 5.26B | 5.27B | 5.28B | 5.42B | 5.42B | 5.45B | 5.55B |
| Additional Paid-in Capital | 10.47B | 11.09B | 11.73B | 11.83B | 11.95B | 13.67B | 13.78B | 14.15B | 15.74B |
| Retained Earnings | 8.88B | 8.71B | 10.88B | 11.31B | 10.93B | 11.54B | 12.48B | 13.75B | 14.86B |
| Accumulated OCI | -189M | -203M | -321M | -395M | -237M | -167M | -177M | -78M | -75M |
| Return on Assets (ROA) | 0.8% | 1.97% | 4.04% | 2.58% | 1.91% | 2.69% | 2.9% | 3.09% | 2.89% |
| Return on Equity (ROE) | 3.34% | 8.13% | 15.49% | 9.66% | 7.35% | 10.5% | 11.4% | 12.24% | 11.49% |
| Debt / Equity | 1.96x | 1.60x | 1.52x | 1.57x | 1.65x | 1.71x | 1.80x | 1.81x | 1.94x |
| Debt / Assets | 45.76% | 40.07% | 41.02% | 41.52% | 42.01% | 43.84% | 45.57% | 45.65% | 48.4% |
| Net Debt / EBITDA | 5.16x | 5.12x | 5.51x | 5.69x | 6.75x | 6.07x | 5.80x | 5.29x | 5.54x |
| Book Value per Share | 25.65 | 28.61 | 30.41 | 29.6 | 30.49 | 31.94 | 32.08 | 33.28 | 35.05 |
Southern Company (The) Series 2 (SOJD) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 6.39B | 6.95B | 5.78B | 6.7B | 6.17B | 6.3B | 7.55B | 9.79B | 9.8B |
| Operating CF Growth % | 30.67% | 8.6% | -16.76% | 15.83% | -7.87% | 2.16% | 19.85% | 29.59% | 0.14% |
| Operating CF / Revenue % | 27.67% | 29.41% | 27.28% | 32.86% | 26.69% | 21.52% | 29.91% | 36.63% | 33.17% |
| Net Income | 880M | 2.24B | 4.75B | 3.13B | 2.41B | 3.54B | 3.98B | 4.26B | 4.17B |
| Depreciation & Amortization | 3.44B | 3.56B | 3.33B | 3.9B | 3.98B | 4.06B | 4.96B | 5.26B | 6.03B |
| Deferred Taxes | 166M | 94M | 611M | -241M | -49M | 670M | 63M | 536M | 618M |
| Other Non-Cash Items | 10.15B | 7.85B | -3.07B | 290M | 611M | -2.12B | -1.31B | -1.82B | -1.55B |
| Working Capital Changes | -949M | 276M | 162M | -389M | -783M | 160M | -135M | 1.42B | 399M |
| Capital Expenditures | -7.74B | -8.39B | -7.95B | -7.8B | -7.68B | -8.57B | -9.69B | -9.59B | -13.39B |
| CapEx / Revenue % | 33.47% | 35.52% | 37.5% | 38.29% | 33.24% | 29.28% | 38.36% | 0% | 0% |
| CapEx / D&A | 2.25x | 2.36x | 2.39x | 2.00x | 1.93x | 2.11x | 1.95x | 0.00x | 0.00x |
| CapEx Coverage (OCF/CapEx) | 0.83x | 0.83x | 0.73x | 0.86x | 0.80x | 0.74x | 0.78x | - | - |
| Cash from Investing | -7.11B | -3.21B | -3.2B | -6.67B | -6.85B | -8.36B | -9.65B | -9.4B | -13.96B |
| Acquisitions | -1.14B | 5.33B | 5.12B | 1.25B | 1.07B | 348M | 185M | 0 | -635M |
| Purchase of Investments | -828M | -1.12B | -888M | -877M | -1.6B | -1.13B | -1.14B | 0 | 0 |
| Sale of Investments | 839M | 1.11B | 882M | 871M | 1.59B | 1.11B | 1.12B | 0 | 0 |
| Other Investing | 1.76B | -142M | -362M | -110M | -238M | -120M | -124M | -9.4B | -13.32B |
| Cash from Financing | 871M | -4.36B | -2.13B | -939M | 1.44B | 2.26B | 978M | -208M | 4.7B |
| Dividends Paid | -2.3B | -2.42B | -2.57B | -2.69B | -2.78B | -2.91B | -3.04B | -2.95B | -3.02B |
| Dividend Payout Ratio % | 261.36% | 108.16% | 54.06% | 86.09% | 116.05% | 82.49% | 76.33% | 67.12% | 69.45% |
| Debt Issuance (Net) | 1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Stock Issued | 1.04B | 1.09B | 844M | 74M | 73M | 1.51B | 36M | 143M | 1.62B |
| Share Repurchases | -658M | -33M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Financing | -341M | -417M | -413M | -596M | -617M | -477M | -394M | -366M | -704M |
| Net Change in Cash | 155M▲ 0% | -734M▼ 573.5% | 579M▲ 178.9% | -910M▼ 257.2% | 733M▲ 180.5% | 119M▼ 83.8% | -1.17B▼ 1082.4% | 180M▲ 115.4% | 539M▲ 199.4% |
| Exchange Rate Effect | 0 | 0 | 120M | 0 | -28M | -89M | -53M | 0 | 0 |
| Cash at Beginning | 1.98B | 2.13B | 1.4B | 1.98B | 1.06B | 1.8B | 1.92B | 921M | 1.1B |
| Cash at End | 2.13B | 1.4B | 1.98B | 1.06B | 1.8B | 1.92B | 748M | 1.1B | 1.64B |
| Free Cash Flow | -1.34B▲ 0% | -1.44B▼ 7.7% | -2.17B▼ 50.1% | -1.11B▲ 49.0% | -1.51B▼ 36.8% | -2.27B▼ 50.0% | -2.13B▲ 6.0% | 201M▲ 109.4% | -3.59B▼ 1886.1% |
| FCF Growth % | 90.82% | -7.68% | -50.07% | 48.96% | -36.8% | -50.03% | 5.99% | 109.42% | -1886.07% |
| FCF Margin % | -5.8% | -6.11% | -10.22% | -5.43% | -6.55% | -7.75% | -8.45% | 0.75% | -12.15% |
| FCF / Net Income % | -152.39% | -64.41% | -45.58% | -35.46% | -63.23% | -64.42% | -53.67% | 4.57% | -82.7% |
Southern Company (The) Series 2 (SOJD) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 10.17% | 3.34% | 8.13% | 15.49% | 9.66% | 7.35% | 10.5% | 11.4% | 12.24% | 11.49% |
| EBITDA Margin | 40.38% | 40.82% | 37.6% | 39.99% | 43.14% | 33.19% | 32.22% | 42.81% | 46.15% | 45.05% |
| Net Debt / EBITDA | 5.67x | 5.16x | 5.12x | 5.51x | 5.69x | 6.75x | 6.07x | 5.80x | 5.29x | 5.54x |
| Interest Coverage | - | - | - | 3.08x | - | - | - | 2.50x | 2.83x | 2.51x |
| CapEx / Revenue | 98.16% | 33.47% | 35.52% | 37.5% | 38.29% | 33.24% | 29.28% | 38.36% | 0% | 0% |
| Dividend Payout Ratio | 84.4% | 261.36% | 108.16% | 54.06% | 86.09% | 116.05% | 82.49% | 76.33% | 67.12% | 69.45% |
| Debt / Equity | 1.76x | 1.96x | 1.60x | 1.52x | 1.57x | 1.65x | 1.71x | 1.80x | 1.81x | 1.94x |
| EPS Growth | -1.89% | -66.54% | 151.72% | 105.48% | -37.33% | -20.57% | 45.54% | 11.04% | 10.22% | -1.75% |
Southern Company (The) Series 2 (SOJD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Mar 19, 2026·SEC
Feb 25, 2026·SEC
Feb 19, 2026·SEC
Southern Company (The) Series 2 (SOJD) stock FAQ — growth, dividends, profitability & financials explained
Southern Company (The) Series 2 (SOJD) reported $29.55B in revenue for fiscal year 2025. This represents a 79% increase from $16.54B in 2012.
Southern Company (The) Series 2 (SOJD) grew revenue by 10.6% over the past year. This is steady growth.
Yes, Southern Company (The) Series 2 (SOJD) is profitable, generating $4.34B in net income for fiscal year 2025 (14.7% net margin).
Yes, Southern Company (The) Series 2 (SOJD) pays a dividend with a yield of 13.54%. This makes it attractive for income-focused investors.
Southern Company (The) Series 2 (SOJD) has a return on equity (ROE) of 11.5%. This is reasonable for most industries.
Southern Company (The) Series 2 (SOJD) generated $9.80B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Southern Company (The) Series 2 (SOJD) has a dividend payout ratio of 69%. This suggests the dividend is well-covered and sustainable.
Southern Company (The) Series 2 (SOJD) financial analysis — history, returns, DCA and operating performance tools
Analyst verdict, bull/bear case, risk factors and peer comparison
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates