Also trades as: SOJD (NYSE) · $vol 2M
SOJE NYSE
Southern Company (The) Series 2
1W: -3.2%
1M: -3.5%
3M: -8.1%
YTD: -14.8%
1Y: -19.0%
3Y: -4.0%
5Y: -26.9%
$15.14
-0.10 (-0.66%)
Weekly Expected Move ±2.7%
$14
$15
$15
$16
$16
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: $726.1M held by 561 funds, 68 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.44 (down 97%), Southern Company (The) Series 2 would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.44 (down 97%), Southern Company (The) Series 2 would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutions
ETF Exposure
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Short Interest
📊 Key Metrics
TTM$30B
Revenue
+6.4% YoY
$5B
Net Income
+8.7% YoY
$3B
Free Cash Flow
+338.9% YoY
51.3%
Gross Margin
25.5%
Op. Margin
16.8%
Net Margin
💰 Income Flow
How revenue becomes profit💵 Cash Flow
Where cash goes🏦 Balance Sheet
Assets = Liabilities + Equity📈 Financial Health
Profitability
ROE12.7%
ROA3.0%
ROIC5.6%
Valuation
P/E22.2
P/B2.7
EV/EBITDA6.5
Leverage
Debt/Equity1.95
Current Ratio0.79
Interest Cov.2.5x
Quality Scores
Piotroski F8/9
Altman Z0.56
Beneish M-2.73