SOJE

Utilities

Southern Company (The) Series 2 · Regulated Electric · $109B

UQS Score — Balanced Preset
27.3
Poor

Southern Company (The) Series 2 scores 27.3/100 using the Balanced preset.

UQS vs Utilities Sector
SOJE
27.3
Sector avg
43.5
Quality
Neutral
Moat
Neutral
Growth
Weak
Risk
Weak
Valuation
Elevated

What is Southern Company (The) Series 2?

Southern Company is a major US utility holding company headquartered in Atlanta, GA, serving millions of customers across the Southeast and beyond.

The company generates and distributes electricity through regulated utilities in Alabama, Georgia, Florida, and Mississippi, operates wholesale renewable energy assets via Southern Power, and distributes natural gas across several US states through Southern Company Gas.

Is SOJE a Good Stock to Buy?

UQS Score rates SOJE as Below Average overall, with an Attractive Valuation offset by a Weak Risk profile.

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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

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Pro Analysis

SOJE — Score History

2030405060Jul 11Jul 29Aug 16Sep 3Sep 21Oct 8
Score changes· 9 most recent
DateUQSQualityMoatGrowthRiskValueChange
Aug 19, 202627.343.352.016.12.00.0-23.1
Aug 2, 202650.454.852.045.36.890.9+2.0
Jul 27, 202648.449.252.045.32.991.0+0.1
Jul 22, 202648.349.252.045.32.990.20.0
Jul 21, 202648.349.252.045.32.989.80.0
Jul 18, 202648.349.252.045.32.989.90.0
Jul 17, 202648.349.252.045.32.990.30.0
Jul 14, 202648.349.252.045.32.989.9-0.1
Jul 11, 202648.449.252.045.32.990.6—

SOJE — Pillar Breakdown

◆

Quality

— 43.3/100 (25%)

Southern Company (The) Series 2 has average quality metrics, with room for improvement in margins or capital efficiency.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Gross Profit / AssetsWeak

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationWeak

Free cash flow relative to market value.

▲

Growth

— 16.1/100 (20%)

Southern Company (The) Series 2 faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

◈

Risk

— 2.0/100 (15%)

Southern Company (The) Series 2 presents elevated risk with concerns around leverage or financial stability.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

●

Valuation

— 0.0/100 (15%)

Southern Company (The) Series 2 appears expensively valued relative to its fundamentals and growth prospects.

⬡

Moat

— 52/100 (25%)

Southern Company (The) Series 2 possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for SOJE.

Score Composition

Quality
43.3×25%10.8
Growth
16.1×20%3.2
Risk
2.0×15%0.3
Valuation
0.0×15%0.0
Moat
52.0×25%13.0
Total
27.3Poor

Financial Data

More Stock Analysis

How is the SOJE UQS Score Calculated?

The UQS (Unified Quality Score) for Southern Company (The) Series 2 is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Southern Company (The) Series 2's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Southern Company (The) Series 2 is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.