Southern Company (The) Series 2 (SOJE) fair value: what the stock is really worth
We calculate from audited financials what Southern Company (The) Series 2 is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily.
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69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 17, 2026.
How to read this chart
60‑month range $14.25 – $20.46 · fair‑value band $10.07 – $21.01 · the $16.24 price screens above the $16.16 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 17, 2026.
Southern Company (The) Series 2 (SOJE) currently trades at $16.24, while our model-based Fair Value estimate is $16.16, implying the stock looks roughly 0.5% fairly valued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of $16.36 per share, and 6 of the 13 models we run sit above the $16.24 price.
Bear case: the Asset-Based group reads lowest at $5.96, and 7 of the 13 models stay below the price. Evidence for this calculation is low.
Scenario range: $10.07 (bear) to $21.01 (bull), the price of $16.24 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 44/100 (below-average quality), in the Utilities sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Southern Company (The) Series 2 reported revenue of $29.6B in FY2025 versus $23.1B in FY2021, a compound +6.3%/yr. Reported net income was $4.3B in FY2025, compounding +15.9%/yr from FY2021.
Key figures
Market cap $65.7B · Dividend yield 5.9% · Net margin 14.7% · Return on equity 12.0% · Return on assets (EBIT) 4.1% · Free cash flow −$3.6B · Net debt $64.2B.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 54 out of 100 (medium confidence).
What moves the price
The share trades about 14% below its 52-week high and 1% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Utilities peers we cover trades at −8% fair-value upside, at 0%, SOJE screens cheaper than that median.
Fair Value models
Bear $10.07Fair Value $16.16Bull $21.01
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.42/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+10.6%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+0.3%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+7.7%
Revenue growth 40 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+3.7%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+11.6%
Earnings growth per share plus dividend.
Earnings per share, growth per year+5.7%
Dividend (yield on the price)5.9%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.6% vs 5%, steady
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.24% → 25%
News mood ⓘNews mood, the average tone of recent news (2 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
Compare Southern Company (The) Series 2 with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median. (Industry “Electric Utilities” was too small, so the broader sector is used.)Utilities · 668 stocks
Beats the sector median on 4/11 measures
Overall it trails its sector peers.
Valuation
Quality Score44 · Below median
Fair Value upside+2% · Above median
Profitability
Return on equity (TTM)12% · Above median
Return on assets0% · Bottom 25%
Net margin (TTM)0% · Bottom 25%
Operating margin (TTM)0% · Bottom 25%
Growth and dividend
Revenue growth0% · Below median
Dividend yield (TTM)5.9% · Top 25%
Balance sheet
Debt / equity1.25× · Above median
Valuation Multiplesvs Utilities median · lower = cheaper
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Cite: Fair Value Calculator (2026). "Southern Company (The) Series 2 Fair Value". https://www.fairvalue-calculator.com/stock/SOJE
Frequently asked questions
Is Southern Company (The) Series 2 (SOJE) overvalued or undervalued?
As of Sep 17, 2026, our model estimates a fair value of $16.16 versus a price of $16.24, about −0% upside (fairly valued).
What is the fair value of SOJE?
Our model-based fair value for Southern Company (The) Series 2 is $16.16 (as of Sep 17, 2026), built from audited fundamentals. The current price: $16.24.
What is the quality score of SOJE?
Southern Company (The) Series 2 has a Quality Score of 44/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Southern Company (The) Series 2 (SOJE)?
Our model-based price target is the fair value of $16.16 (as of Sep 17, 2026) from 13 valuation models. Cautious scenario $10.07, optimistic scenario $21.01. It is a calculation from audited fundamentals, not an analyst target.
What is the Southern Company (The) Series 2 stock forecast for 2026?
Our models put fair value at $16.16, about −0% upside versus a price of $16.24 (fairly valued). Cautious scenario $10.07, optimistic scenario $21.01. The calculation is refreshed regularly with new filings.
Does Southern Company (The) Series 2 pay a dividend?
Southern Company (The) Series 2 currently shows a dividend yield of about 5.94% relative to its recent price (as of Sep 17, 2026).
What is the intrinsic value of Southern Company (The) Series 2 (SOJE)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Southern Company (The) Series 2 it is $16.16 per share (as of Sep 17, 2026), against a price of $16.24. It is the blended result of 13 valuation models (cash flow, earnings, asset, dividend).
Is Southern Company (The) Series 2 stock overvalued or undervalued in 2026?
As of Sep 17, 2026, SOJE trades above its calculated fair value: price $16.24, fair value $16.16, a gap of about −0% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SOJE?
No. The price is what the market pays today ($16.24); the fair value is what the company's own numbers justify ($16.16). For Southern Company (The) Series 2 the two are $0.0800 per share apart. That gap is exactly why we show both numbers side by side.
How much is Southern Company (The) Series 2 worth?
The market values Southern Company (The) Series 2 at about $65.7B (market capitalisation, as of Sep 17, 2026). Per share that is $16.24; our models calculate a fair value of $16.16 per share.
What do the bullish and bearish scenarios say about SOJE?
Our models span a range for Southern Company (The) Series 2: cautious scenario $10.07, base $16.16, optimistic $21.01 per share (as of Sep 17, 2026, price $16.24). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Southern Company (The) Series 2 (SOJE)?
Balance-sheet figures for Southern Company (The) Series 2 (as of Sep 17, 2026): return on equity 12.0%, debt of 1.25 per unit of equity. They feed the Quality Score of 44/100, which measures business quality independently of the share price.
How far is SOJE from its 52-week high?
Southern Company (The) Series 2 trades at $16.24, about 14% below its 52-week high of $18.89 and 1% above the low of $16.02 (as of Sep 17, 2026). Distance from the high says nothing about value: that is what the fair value of $16.16 is for.
Which stocks are comparable to Southern Company (The) Series 2?
From the same area (Utilities) we also value Georgia Power Company, Entergy Mississippi, Inc, Entergy New Orleans, LLC, Gujarat Industries Power Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Southern Company (The) Series 2 stock attractive at the current price?
The data as of Sep 17, 2026: price $16.24, calculated fair value $16.16 (−0%), Quality Score 44/100, from 13 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SOJE calculated?
We run Southern Company (The) Series 2 through 13 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $16.16, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 16.1 % above its aggregate fair value. Southern Company (The) Series 2 itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Southern Company (The) Series 2 (SOJE)?
The closing price on Sep 18, 2026 was $16.24. Our model-based fair value is $16.16, about −0% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Southern Company (The) Series 2 right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. A fairly wide model range ($10.07 to $21.01) leaves room in how you read the outcome. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Key figures of Southern Company (The) Series 2
How large is the market capitalisation of Southern Company (The) Series 2 (SOJE)?
The market capitalisation of Southern Company (The) Series 2 is $65.7B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the dividend yield of Southern Company (The) Series 2 (SOJE)?
The dividend yield of Southern Company (The) Series 2 is 5.9%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Southern Company (The) Series 2 (SOJE)?
The net margin of Southern Company (The) Series 2 is 14.7% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Southern Company (The) Series 2 (SOJE)?
The return on equity (ROE) of Southern Company (The) Series 2 is 12.0% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Southern Company (The) Series 2 (SOJE)?
On an EBIT basis the return on assets of Southern Company (The) Series 2 is 4.1% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
How much free cash flow does Southern Company (The) Series 2 (SOJE) generate?
The free cash flow of Southern Company (The) Series 2 is −$3.6B (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Southern Company (The) Series 2 (SOJE) carry?
The net debt of Southern Company (The) Series 2 is $64.2B (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Thin data
Sep 17, 2026