Southern Company (The) Series 2 (SOJD) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Southern Company (The) Series 2 (SOJD) trades at $18.29 with AI Score 41/100 (Grade C). Southern Company (The) Series 2 is a holding company focused on the generation and sale of electricity. Market cap: $20.5B, Sector: Utilities.
Price as of Aug 21, 2026 · Last analyzed: May 9, 2026Analyst Coverage for SOJD: SOJD does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SOJD against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SOJD: 1/3 scored disciplines lean bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Southern Company (The) Series 2 (SOJD) Utility Operations & Dividend Profile
Southern Company (The) Series 2, a holding entity, generates and sells electricity through its regulated utilities and wholesale power segments. With operations spanning the Southeast and beyond, the company focuses on traditional electric services, renewable energy projects, and natural gas distribution. Its diverse infrastructure supports a large customer base.
What Is the Investment Thesis for SOJD?
Southern Company (The) Series 2 presents a stable investment profile within the utilities sector, supported by its regulated operations and diverse energy portfolio. The company's dividend yield of 3.22% offers an attractive income stream for investors. A key value driver is the ongoing investment in renewable energy projects through Southern Power, aligning with the increasing demand for clean energy. Growth catalysts include expanding the natural gas distribution network and modernizing existing infrastructure. Potential risks include regulatory changes and the capital-intensive nature of utility operations. The company's P/E ratio of 24.1 reflects investor expectations of steady, long-term growth.
Based on FMP financials and quantitative analysis
SOJD Key Highlights
Market capitalization of $20.5B reflects Southern Company's significant presence in the utilities sector.
- Profit margin of 14.5% indicates efficient operations and profitability.
- Gross margin of 43.1% demonstrates the company's ability to manage costs effectively.
- Dividend yield of 3.22% provides a steady income stream for investors.
- Beta of 0.43 suggests lower volatility compared to the overall market.
Who Are SOJD's Competitors?
SOJD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DUK Duke Energy Corporation | $122.69 | -0.74% | $95.7B | 55 |
| FTS Fortis Inc. | $56.24 | +0.02% | $28.6B | 46 |
| EIX Edison International | $75.30 | +2.54% | $29.0B | 70 |
| EBR-B Centrais Elétricas Brasileiras S.A. - Eletrobrás | $11.68 | +0.69% | $24.8B | — |
| CMS CMS Energy Corporation | $70.81 | +0.29% | $22.2B | 49 |
| EBR Centrais Elétricas Brasileiras S.A. - Eletrobrás | $9.20 | -2.65% | $20.7B | 56 |
| CMSA CMS Energy Corp. | $20.30 | -0.22% | $21.9B | 59 |
| TERRF Terna - Rete Elettrica Nazionale Società per Azioni | $10.95 | +0.00% | $22.0B | 56 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SOJD's Key Strengths?
Stable revenue stream from regulated utility operations.
- Diverse energy portfolio, including renewable energy sources.
- Extensive infrastructure network.
- Strong presence in the Southeast.
What Are SOJD's Weaknesses?
Reliance on coal-fired power plants.
- Exposure to regulatory and environmental risks.
- Capital-intensive operations.
- Dependence on weather conditions for electricity demand.
What Could Drive SOJD Stock Higher?
Investments in renewable energy projects are expected to drive long-term growth.
- Modernization of grid infrastructure will improve reliability and efficiency.
- Potential acquisitions of smaller utility companies could expand geographic reach.
- Expansion of natural gas distribution network will increase customer base.
What Are the Key Risks for SOJD?
Financial-distress signal — its Altman Z-Score of 0.56 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 24.1 runs well above the Utilities sector’s ~19x, leaving little room for a miss.
- Changes in environmental regulations could increase compliance costs.
- Rising fuel costs could negatively impact profitability.
- Economic downturn could reduce electricity demand.
- Capital-intensive operations require significant investments.
What Are the Growth Opportunities for SOJD?
- Expansion of Renewable Energy Portfolio: Southern Power's focus on constructing and acquiring renewable energy projects presents a significant growth opportunity. The increasing demand for clean energy, driven by government incentives and corporate sustainability goals, is fueling the growth of the renewable energy market. Southern Company can capitalize on this trend by expanding its solar, wind, and other renewable energy assets, potentially increasing its market share and revenue in the wholesale electricity market. This expansion aligns with the broader industry shift towards decarbonization and offers long-term growth potential.
- Modernization of Grid Infrastructure: Investing in modernizing its electric grid infrastructure offers Southern Company the opportunity to improve reliability, reduce energy losses, and enhance operational efficiency. Upgrading transmission and distribution networks with smart grid technologies can enable better monitoring, control, and optimization of energy flows. This modernization can also facilitate the integration of renewable energy sources and support the adoption of electric vehicles, positioning Southern Company for future growth in the evolving energy landscape. The timeline for these upgrades is ongoing, with continuous investments planned over the next decade.
- Growth in Natural Gas Distribution: The Southern Company Gas segment can expand its natural gas distribution network to serve new residential and commercial customers in its existing service territories. Natural gas remains a crucial energy source for heating, cooking, and industrial processes, and expanding the distribution network can increase the segment's revenue and customer base. This growth opportunity is supported by the increasing population and economic development in the Southeast and Mid-Atlantic regions, where Southern Company Gas operates. Strategic acquisitions of smaller gas utilities can further accelerate this expansion.
- Strategic Acquisitions and Partnerships: Southern Company can pursue strategic acquisitions and partnerships to expand its geographic reach, diversify its energy portfolio, and enhance its technological capabilities. Acquiring smaller utility companies or partnering with technology providers can provide access to new markets, innovative solutions, and specialized expertise. These strategic moves can strengthen Southern Company's competitive position and drive long-term growth. The company has a history of successful acquisitions, and further strategic deals can unlock new opportunities in the evolving energy sector.
- Electrification of Transportation: The increasing adoption of electric vehicles (EVs) presents a significant growth opportunity for Southern Company. As more consumers and businesses switch to EVs, the demand for electricity to power these vehicles will increase. Southern Company can capitalize on this trend by investing in EV charging infrastructure, offering EV-specific electricity plans, and partnering with EV manufacturers and charging network operators. This growth opportunity aligns with the broader electrification trend and positions Southern Company as a key player in the future of transportation.
What Are SOJD's Competitive Advantages?
- Regulated utility operations provide a stable and protected market position.
- Vertically integrated operations offer control over the entire energy value chain.
- Diverse energy portfolio reduces reliance on any single fuel source.
- Extensive infrastructure network provides a competitive advantage in serving customers.
What Does SOJD Do?
Founded on November 9, 1945, and headquartered in Atlanta, GA, The Southern Company has evolved into a major player in the U.S. energy sector. Initially focused on traditional electric services, the company has expanded its operations through three primary segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment comprises vertically integrated utilities that generate, transmit, and distribute electricity in Alabama, Georgia, Florida, and Mississippi. This segment forms the core of Southern Company's regulated business. Southern Power constructs, acquires, owns, and manages generation assets, including renewable energy projects, selling electricity in the wholesale market. This segment allows Southern Company to diversify its energy sources and capitalize on the growing demand for renewable energy. The Southern Company Gas segment distributes natural gas through facilities in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland, providing a crucial energy source to millions of customers. With a workforce of 27,700 employees, Southern Company is committed to providing reliable and affordable energy solutions while adapting to the evolving energy landscape.
What Products and Services Does SOJD Offer?
- Generates electricity through various sources, including coal, natural gas, nuclear, and renewables.
- Sells electricity to residential, commercial, and industrial customers in the Southeast.
- Constructs, acquires, and manages renewable energy projects.
- Distributes natural gas to customers in multiple states.
- Invests in energy infrastructure, including power plants, transmission lines, and distribution networks.
- Provides energy services and solutions to customers.
- Engages in research and development to improve energy technologies.
How Does SOJD Make Money?
- Generates revenue through the sale of electricity and natural gas to customers.
- Operates regulated utilities that provide a stable and predictable revenue stream.
- Sells electricity in the wholesale market through Southern Power.
- Invests in renewable energy projects to diversify its energy portfolio and generate revenue.
What Industry Does SOJD Operate In?
Southern Company operates in the regulated electric and gas utility industry, characterized by stable demand and significant infrastructure investments. The industry is undergoing a transition towards cleaner energy sources, driven by environmental regulations and consumer preferences. Key trends include the growth of renewable energy, the modernization of grid infrastructure, and the increasing adoption of smart grid technologies. Southern Company competes with other major utility companies like Duke Energy Corporation (DUK) and Edison International (EIX), focusing on operational efficiency and regulatory compliance to maintain its competitive position.
Who Are SOJD's Key Customers?
- Residential customers in Alabama, Georgia, Florida, and Mississippi.
- Commercial and industrial customers in the Southeast.
- Wholesale electricity customers through Southern Power.
- Natural gas customers in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland.
Forward Outlook
Wall Street analysts project Southern Company (The) Series 2 revenue of about $30.49B for fiscal 2026, with EPS near $4.56.
Earnings Track Record
Southern Company (The) Series 2 has beaten Wall Street's EPS estimate in 4 of its last 8 reported quarters — more hits than misses. Reported results have landed about 1.5% above estimates on average.
Financial Health
Southern Company (The) Series 2's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.56 places it in the distress zone, a signal of elevated financial risk.
Key Financial Metrics
Return on equity for Southern Company (The) Series 2 stands at 12.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.9%, showing how much profit it generates from its asset base. SOJD trades at a trailing price-to-earnings ratio of 24.13, above the Utilities sector average of ~19x. Its free cash flow yield is 2.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.79 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 4.4%, the inverse of the P/E and a quick read on earnings relative to price.
Southern Company (The) Series 2 (SOJD) Valuation Context
Valued at $20.5B, SOJD is classified as a large-cap stock. Relative to its peer group, SOJD's quantitative score of 41/100 is below the peer average of 55/100.
SOJD Revenue & Earnings Trend
In Q2 2026, SOJD generated $6.98B in top-line revenue, marking a sequential decrease of 16.9%. The company recorded net income of $1.17B, with diluted EPS of $1.03. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Utilities. Across the four most recent quarters, SOJD averaged $1.04 in diluted EPS.
Company Profile
Southern Company (The) Series 2 operates in the Regulated Electric industry within the Utilities sector. It is headquartered in Atlanta, US. The company is led by CEO Christopher C. Womack. SOJD has traded publicly since 2020.
SOJD Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates confidence from management, suggesting they believe in the company's future performance.
- Community sentiment has shifted positively, with discussions highlighting the company's commitment to renewable energy initiatives.
- Market perception is improving as Southern Company expands its infrastructure, aiming to enhance service reliability and customer satisfaction.
- Analysts are recognizing the potential benefits of regulatory changes that could favor Southern Company's growth in the energy sector.
Bear Case
- Concerns about rising operational costs are prevalent, with some investors worried about how this could impact profitability in the near term.
- Community sentiment reflects skepticism regarding the pace of transition to renewable energy, with doubts about execution and investment returns.
- Recent environmental regulations have raised questions about compliance costs, which could place additional financial burdens on the company.
- Market perception has been influenced by competitors making significant advancements, raising concerns about Southern Company's competitive positioning in the energy market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $6.98B | $1.17B | $1.03 |
| Q1 2026 | $8.40B | $1.36B | $1.20 |
| Q4 2025 | $6.98B | $416M | $0.38 |
| Q3 2025 | $7.82B | $1.71B | $1.54 |
Based on FMP financials and quantitative analysis
SOJD Latest News
No recent news available for SOJD.
SOJD Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SOJD.
Price Targets
Wall Street price target analysis for SOJD.
SOJD MoonshotScore
What does this score mean?
The MoonshotScore rates SOJD 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: None
Unknown
Unknown
Track Record: Unknown
Common Questions About SOJD (Utilities)
What does the AI Score mean for SOJD?
SOJD holds an AI Score of 41/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Southern Company (The) Series 2 is a holding company focused on the generation and sale of electricity. It operates through its Traditional Electric Operating Companies, Southern Power, …
What does Southern Company (The) Series 2 do?
Southern Company (The) Series 2 is a holding company that generates and sells electricity and distributes natural gas. It operates through three main segments: Traditional Electric Operating Companies, which provides regulated electricity services in the Southeast; Southern Power, which focuses on wholesale electricity generation, including renewable energy; and Southern Company Gas, which distributes natural gas in several states.
What do analysts say about SOJD stock?
Analyst consensus on Southern Company (The) Series 2 generally reflects a stable outlook, given its regulated utility operations and consistent dividend yield. Key valuation metrics, such as the P/E ratio of 24.1, suggest that investors anticipate steady, long-term growth. Growth considerations include the company's investments in renewable energy and infrastructure modernization.
What are the main risks for SOJD?
The main risks for Southern Company (The) Series 2 include regulatory and environmental challenges, rising fuel costs, and the capital-intensive nature of its operations. Changes in environmental regulations could require significant investments in cleaner energy technologies, increasing compliance costs. Fluctuations in fuel prices, particularly for natural gas and coal, can impact profitability.
What are the key factors to evaluate for SOJD?
Southern Company (The) Series 2 (SOJD) holds an AI score of 41/100 (low). P/E: 24.1x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SOJD data refresh on this page?
SOJD's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SOJD's recent stock price performance?
Southern Company (The) Series 2 (SOJD) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable revenue stream from regulated utility operations. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SOJD overvalued or undervalued right now?
Southern Company (The) Series 2 (SOJD) trades at 24.1x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SOJD before investing?
Before investing in Southern Company (The) Series 2 (SOJD), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest available reporting period.