WallStSmart

Brookfield Renewable Partners LP (BEP)vsSouthern Company (SO)

VS

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

Hold

49

out of 100

Grade: D+

Growth: 7.3Profit: 4.5Value: 5.7Quality: 3.8
Piotroski: 4/9

SO

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 4.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BEPUndervalued (+55.5%)

Margin of Safety

+55.5%

Fair Value

$70.34

Current Price

$30.39

$39.95 discount

UndervaluedFair: $70.34Overvalued
SOSignificantly Overvalued (-40.5%)

Margin of Safety

-40.5%

Fair Value

$62.06

Current Price

$87.17

$25.11 premium

UndervaluedFair: $62.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BEP2 strengths · Avg: 9.0/10
EPS GrowthGrowth
4511.0%10/10

Earnings expanding 4511.0% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

SO4 strengths · Avg: 8.3/10
Market CapQuality
$100.28B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

EPS GrowthGrowth
30.4%8/10

Earnings expanding 30.4% YoY

Areas to Watch

BEP4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.512/10

Expensive relative to growth rate

Free Cash FlowQuality
$-780.92M2/10

Negative free cash flow — burning cash

SO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Debt/EquityHealth
1.953/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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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