SOJE

Utilities

Southern Company (The) Series 2 · Regulated Electric · $19B

UQS Score — Balanced Preset
48.4
Below Average

Southern Company (The) Series 2 scores 48.4/100 using the Balanced preset.

UQS vs Utilities Sector
SOJE
48.4
Sector avg
43.5
Quality
Neutral
Moat
Neutral
Growth
Neutral
Risk
Weak
Valuation
Attractive

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

4045505560Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 4 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 22, 202648.449.252.045.32.990.6-2.7
May 8, 202651.132.852.045.338.9100.0+1.6
Apr 18, 202649.550.152.045.38.091.1-1.3
Apr 2, 202650.850.152.045.38.0100.0

SOJE — Pillar Breakdown

Quality

49.2/100 (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.

Return on EquityModerate

Profitability relative to shareholders' equity.

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

45.3/100 (20%)

Southern Company (The) Series 2 shows steady but unspectacular growth, typical for mature companies.

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 OutlookModerate

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

2.9/100 (15%)

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

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

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

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

90.6/100 (15%)

Southern Company (The) Series 2 appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorModerate

Enterprise value multiple relative to sector median.

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
49.2×25%12.3
Growth
45.3×20%9.1
Risk
2.9×15%0.4
Valuation
90.6×15%13.6
Moat
52.0×25%13.0
Total
48.4Below Average

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.