The Southern Company JR 2017B NT 77 (SOJC) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 21.04 means the share price is 21.04 times one year of earnings per share; the S&P 500 usually sits near 20-25. Beta 0.43: the stock has moved about 57% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 6, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerThe Southern Company JR 2017B NT 77 (SOJC) trades at $19.01 with MoonshotScore 42/100 (Grade C). Sector: Utilities.
Price as of Sep 11, 2026 · Last analyzed: May 6, 2026Analyst Coverage for SOJC: SOJC 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 SOJC against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
These figures come from statements filed 12 months ago — the most recent this company has published.
SOJC: 1/3 scored disciplines lean bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Strongest side: Business Quality (7/10, Moderate). Weakest side: Momentum (2/10, Weak).
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
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.
The Southern Company JR 2017B NT 77 (SOJC) Utility Operations & Dividend Profile
The Southern Company JR 2017B NT 77 (SOJC) is a holding company providing electricity and natural gas services across the Southeast and beyond. Operating through its electric and gas utility segments, Southern Company focuses on regulated markets and renewable energy projects, maintaining a significant presence in Alabama, Georgia, Florida, Mississippi, and other states.
What Is the Investment Thesis for SOJC?
The Southern Company JR 2017B NT 77 (SOJC) presents a stable investment opportunity within the regulated utilities sector, supported by its diverse operations across electricity and natural gas. With a market capitalization of $21.68 billion and a dividend yield of 3.17%, SOJC offers income potential. The company's P/E ratio of 21.04 reflects its earnings valuation. Growth catalysts include ongoing investments in renewable energy projects and expansion of its natural gas distribution network. Potential risks include regulatory challenges and fluctuations in energy prices, which could impact profitability. Investors should monitor the company's ability to maintain its profit margin of 14.5% and manage its beta of 0.43 in response to market volatility.
Based on FMP financials and quantitative analysis
SOJC Key Highlights
Market capitalization of $21.68 billion, reflecting its significant presence in the utilities sector.
- P/E ratio of 21.04, indicating its valuation relative to earnings.
- Profit margin of 14.5%, showcasing its ability to generate profit from revenue.
- Gross margin of 43.1%, demonstrating efficiency in production and service delivery.
- Dividend yield of 3.17%, offering income potential for investors.
Who Are SOJC's Competitors?
SOJC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AEE Ameren Corporation | $104.95 | -1.22% | $29.1B | 565-pillar |
| FTS Fortis Inc. | $54.48 | -1.16% | $27.7B | 435-pillar |
| DTE DTE Energy Company | $134.34 | -1.26% | $28.0B | 455-pillar |
| PPL PPL Corporation | $34.20 | -0.04% | $25.7B | 515-pillar |
| ES Eversource Energy | $68.99 | -2.06% | $26.0B | 535-pillar |
| NEE NextEra Energy, Inc. | $82.44 | -0.25% | $172B | 635-pillar |
| SOJE The Southern Company | $16.05 | +0.31% | $105B | 565-pillar |
| DUK Duke Energy Corporation | $119.37 | -0.88% | $93.1B | 525-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SOJC's Key Strengths?
Stable revenue stream from regulated utility operations.
- Diversified operations across electricity and natural gas.
- Significant presence in the Southeast region.
- Commitment to renewable energy investments.
What Are SOJC's Weaknesses?
Exposure to regulatory risks and policy changes.
- Dependence on fossil fuels for power generation.
- Potential for environmental liabilities.
- Capital-intensive business model.
What Could Drive SOJC Stock Higher?
SOJC catalyst: Investments in renewable energy projects are expected to drive long-term growth and reduce carbon emissions.
- Infrastructure modernization efforts are aimed at improving grid reliability and efficiency.
- Regulatory approvals for new energy projects could unlock additional growth opportunities.
- Expansion of the natural gas distribution network is expected to increase revenue and customer base.
What Are the Key Risks for SOJC?
Financial-distress signal — its Altman Z-Score of 0.56 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 21.04 runs well above the Utilities sector’s ~16.60x, leaving little room for a miss.
- Insider selling — insiders were net sellers of roughly $1.5M recently.
- Fluctuations in energy prices could impact profitability.
- Regulatory changes could affect the company's operations and investments.
- Cybersecurity threats could disrupt critical infrastructure.
- Environmental regulations could increase compliance costs.
What Are the Growth Opportunities for SOJC?
- Expansion of Renewable Energy Portfolio: The Southern Company JR 2017B NT 77 (SOJC) has the opportunity to further expand its renewable energy portfolio through investments in solar, wind, and other renewable energy projects. The increasing demand for clean energy and supportive government policies create a favorable environment for growth in this area.
- Modernization of Infrastructure: SOJC can invest in modernizing its existing infrastructure, including transmission and distribution networks, to improve efficiency and reliability. Upgrading infrastructure can reduce energy losses, enhance grid resilience, and support the integration of renewable energy sources. Government incentives and regulatory support can facilitate these modernization efforts, creating long-term value for the company.
- Growth in Natural Gas Distribution: The Southern Company JR 2017B NT 77 (SOJC) can expand its natural gas distribution network to serve new customers and markets. Natural gas remains a key energy source for heating, power generation, and industrial processes. Expanding the gas distribution network can increase revenue and diversify the company's energy mix. The natural gas market is expected to grow steadily, driven by increasing demand and infrastructure development.
- Strategic Acquisitions: SOJC can pursue strategic acquisitions to expand its geographic footprint and service offerings. Acquiring complementary businesses in the electric and gas utility sectors can enhance the company's market position and create synergies. Careful due diligence and integration planning are essential for successful acquisitions. The utilities sector is consolidating, presenting opportunities for SOJC to grow through acquisitions.
- Technological Innovation: SOJC can invest in technological innovation to improve operational efficiency, enhance customer service, and develop new energy solutions. This includes implementing smart grid technologies, developing energy storage solutions, and utilizing data analytics to optimize energy consumption. Technological innovation can drive cost savings, improve reliability, and create new revenue streams for the company.
What Threats Does SOJC Face?
- Fluctuations in energy prices.
- Increasing competition from alternative energy sources.
- Cybersecurity threats to critical infrastructure.
- Economic downturns impacting energy demand.
What Are SOJC's Competitive Advantages?
- Regulated utility operations provide a stable and predictable revenue stream.
- Vertically integrated operations offer control over the entire energy value chain.
- Geographic diversification across multiple states reduces risk.
- Investments in renewable energy projects enhance sustainability and attract environmentally conscious customers.
What Does SOJC Do?
Founded on November 9, 1945, The Southern Company JR 2017B NT 77 (SOJC) has evolved into a major holding company engaged in the generation and sale of electricity and distribution of natural gas. Headquartered in Atlanta, Georgia, the company operates 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 own generation, transmission, and distribution facilities, providing electric services in Alabama, Georgia, Florida, and Mississippi. The Southern Power segment focuses on constructing, acquiring, owning, and managing generation assets, including renewable energy projects, selling electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. With a workforce of 28,100 employees, SOJC is committed to providing reliable and affordable energy solutions to its customers.
What Products and Services Does SOJC Offer?
- Generates and sells electricity to residential, commercial, and industrial customers.
- Constructs, acquires, owns, and manages renewable energy projects.
- Distributes natural gas through natural gas distribution facilities.
- Operates vertically integrated utilities with generation, transmission, and distribution facilities.
- Provides electric services in Alabama, Georgia, Florida, and Mississippi.
- Sells electricity in the wholesale market through Southern Power.
- Distributes natural gas in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland.
How Does SOJC Make Money?
- Generates revenue through the sale of electricity to retail customers in regulated markets.
- Generates revenue through the sale of electricity in the wholesale market.
- Generates revenue through the distribution of natural gas to residential, commercial, and industrial customers.
- Invests in and operates generation, transmission, and distribution infrastructure.
What Industry Does SOJC Operate In?
The Southern Company JR 2017B NT 77 (SOJC) operates within the regulated electric and gas utility industry, characterized by stable demand and significant infrastructure investments. The industry is undergoing a transition towards renewable energy sources, driven by environmental regulations and consumer preferences. SOJC competes with companies like Ameren Corporation (AEE), Fortis Inc. (FTS), and DTE Energy Company (DTE). The industry is also influenced by regulatory policies, technological advancements, and economic conditions.
Who Are SOJC's Key Customers?
- Residential customers in Alabama, Georgia, Florida, and Mississippi.
- Commercial and industrial customers in Alabama, Georgia, Florida, and Mississippi.
- Wholesale electricity customers through Southern Power.
- Natural gas customers in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland.
Research confidence
Broad, current evidence sits behind this analysis.
- ● Scored on 100% of our measures
- ● Price is current
- ● Latest filing 43 days ago
- ● No analyst coverage
Why 42?
Measured against companies in the same sector. The figures below are the factor contributions the scoring engine itself produced.
What is helping
- +0.21 Free cash flow yield (Business Quality)
- +0.17 Return on equity (Business Quality)
- +0.16 Net margin (Business Quality)
What is holding it back
- -0.14 12-month price trend (Momentum)
- -0.14 Debt to equity (Financial Strength)
- -0.13 Price to book (Valuation)
Risk penalties applied
- -0.49 Bankruptcy-risk score in the distress zone
Contribution = how far the company sits from its sector on that measure, weighted by how much the pillar counts. Not investment advice. How the score is built →
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 42 |
| 2026-08-26 | 42 |
| 2026-08-29 | 43 |
| 2026-09-01 | 42 |
| 2026-09-04 | 42 |
| 2026-09-07 | 42 |
| 2026-09-10 | 42 |
What changed?
The score has stayed at 42.
What moved it up or down:
- -13 Valuation
- -7 Financial Safety
- -2 Growth Durability
Over the same 18 days the stock moved -2.8%.
The Southern Company JR 2017B NT 77 Financial Trajectory
The Southern Company JR 2017B NT 77 (SOJC) reported $6.98B in revenue for Q2 FY2026, a decline of 16.9% compared to the prior quarter. The company recorded net income of $1.17B, with diluted EPS of $1.03. Quarter-over-quarter revenue has been mixed, typical for a unknown company operating in Utilities. Across the four most recent quarters, SOJC averaged $1.04 in diluted EPS.
Company Profile
The Southern Company JR 2017B NT 77 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. SOJC has traded publicly since 2017.
How The Southern Company JR 2017B NT 77 Is Valued
Relative to its peer group, SOJC's quantitative score of 42/100 is below the peer average of 52/100.
Key Financial Metrics
Return on equity for The Southern Company JR 2017B NT 77 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. SOJC trades at a trailing price-to-earnings ratio of 21.04, above the Utilities sector average of ~16.60x. Its free cash flow yield is 2.5%, 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 4.6%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
The Southern Company JR 2017B NT 77'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.
Earnings Track Record
The Southern Company JR 2017B NT 77 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.
Insider Activity
The most recent 12 insider filings for The Southern Company JR 2017B NT 77 break down as 3 sales and 9 purchases. On net that is roughly 10K shares disposed (about $1.5M), a signal worth weighing alongside the fundamentals.
SOJC Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Stable revenue stream from regulated utility operations.
- Diversified operations across electricity and natural gas.
- Significant presence in the Southeast region.
- Commitment to renewable energy investments.
Bear Case
- Exposure to regulatory risks and policy changes.
- Dependence on fossil fuels for power generation.
- Potential for environmental liabilities.
- Capital-intensive business model.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · September 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | $6.98B | $1.17B | $1.03 |
| Q1 FY2026 | $8.40B | $1.36B | $1.20 |
| Q4 FY2025 | $6.98B | $416M | $0.38 |
| Q3 FY2025 | $7.82B | $1.71B | $1.54 |
Q2 FY2026 · filed 30 Jul 2026 · SEC EDGAR →
Based on FMP financials and quantitative analysis
SOJC Latest News
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Top 2 Utilities Stocks Which Could Rescue Your Portfolio In Q1
benzinga · Feb 10, 2026
SOJC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SOJC.
Price Targets
Wall Street price target analysis for SOJC.
SOJC MoonshotScore
What does this score mean?
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. SOJC scores 42/100 (Grade C): the number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.
Leadership: Christopher C. Womack
CEO
Christopher C. Womack has served as the CEO of The Southern Company JR 2017B NT 77. His career spans several leadership roles within the Southern Company system. He has extensive experience in the energy sector, including regulatory affairs, external affairs, and operations. Womack holds a Bachelor of Science degree from Western Michigan University and a Master of Public Administration degree from American University. He has also completed executive programs at Stanford University and Harvard Business School.
Track Record: Under Christopher C. Womack's leadership, The Southern Company JR 2017B NT 77 has focused on expanding its renewable energy portfolio and modernizing its infrastructure. He has overseen strategic investments in solar and wind energy projects, as well as initiatives to improve grid reliability and efficiency. Womack has also emphasized the importance of customer service and community engagement.
What Investors Ask About The Southern Company JR 2017B NT 77 (SOJC) — Utilities
What does the AI Score mean for SOJC?
SOJC holds an AI Score of 42/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.
Is SOJC a good stock?
Stock Expert AI does not rate SOJC buy, sell or hold. The Southern Company JR 2017B NT 77 carries a MoonshotScore of 42/100 on the five-pillar engine, a research rating against its peers. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about SOJC stock?
Analyst consensus on The Southern Company JR 2017B NT 77 (SOJC) stock reflects a generally neutral outlook, recognizing its stable position in the regulated utilities sector. Key valuation metrics include its P/E ratio of 21.04 and dividend yield of 3.17%.
What are the key factors to evaluate for SOJC?
The Southern Company JR 2017B NT 77 (SOJC) holds a MoonshotScore of 42/100 (low). P/E: 21.04x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SOJC data refresh on this page?
SOJC's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SOJC's recent stock price performance?
The Southern Company JR 2017B NT 77 (SOJC) 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 SOJC overvalued or undervalued right now?
The Southern Company JR 2017B NT 77 (SOJC) trades at 21.04x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of SOJC?
Yes, most major brokerages offer fractional shares of The Southern Company JR 2017B NT 77 (SOJC) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track SOJC's earnings and financial reports?
The Southern Company JR 2017B NT 77 (SOJC) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for SOJC earnings announcements.
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.
- The information provided is based on available data and is subject to change.
- This analysis is for informational purposes only and does not constitute investment advice.