Brookfield Renewable Partners LP (BEP)vsSouthern Company (SO)
BEP
Brookfield Renewable Partners LP
$30.39
-0.39%
UTILITIES · Cap: $15.31B
SO
Southern Company
$87.17
-0.66%
UTILITIES · Cap: $100.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 375% more annual revenue ($30.18B vs $6.36B). SO leads profitability with a 15.4% profit margin vs -1.3%. SO appears more attractively valued with a PEG of 2.07. SO earns a higher WallStSmart Score of 66/100 (B-).
BEP
Hold49
out of 100
Grade: D+
SO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.5%
Fair Value
$70.34
Current Price
$30.39
$39.95 discount
Margin of Safety
-40.5%
Fair Value
$62.06
Current Price
$87.17
$25.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 4511.0% YoY
Reasonable price relative to book value
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.6%
Earnings expanding 30.4% YoY
Areas to Watch
1.1% revenue growth
ROE of 3.3% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Expensive relative to growth rate
0.1% revenue growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BEP
The strongest argument for BEP centers on EPS Growth, Price/Book.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.
Bear Case : BEP
The primary concerns for BEP are Revenue Growth, Return on Equity, PEG Ratio. Debt-to-equity of 8.43 is elevated, increasing financial risk.
Bear Case : SO
The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
BEP profiles as a turnaround stock while SO is a value play — different risk/reward profiles.
BEP carries more volatility with a beta of 0.98 — expect wider price swings.
BEP is growing revenue faster at 1.1% — sustainability is the question.
SO generates stronger free cash flow (-293M), providing more financial flexibility.
Bottom Line
SO scores higher overall (66/100 vs 49/100), backed by strong 15.4% margins. BEP offers better value entry with a 55.5% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Renewable Partners LP
UTILITIES · UTILITIES - RENEWABLE · USA
Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamilton, Bermuda.
Southern Company
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.
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