WallStSmart

Brookfield Infrastructure Partners LP (BIP)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 26% more annual revenue ($30.18B vs $24.01B). SO leads profitability with a 14.5% profit margin vs 1.4%. SO appears more attractively valued with a PEG of 2.53. BIP earns a higher WallStSmart Score of 59/100 (C).

BIP

Buy

59

out of 100

Grade: C

Growth: 8.7Profit: 6.0Value: 3.0Quality: 3.0
Piotroski: 4/9Altman Z: 0.51

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 2.5
Piotroski: 2/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BIP.

SOSignificantly Overvalued (-47.7%)

Margin of Safety

-47.7%

Fair Value

$62.70

Current Price

$92.60

$29.90 premium

UndervaluedFair: $62.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIP3 strengths · Avg: 8.7/10
EPS GrowthGrowth
107.3%10/10

Earnings expanding 107.3% YoY

Operating MarginProfitability
25.2%8/10

Strong operational efficiency at 25.2%

Revenue GrowthGrowth
16.9%8/10

16.9% revenue growth

SO3 strengths · Avg: 8.3/10
Market CapQuality
$102.01B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

Areas to Watch

BIP4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

PEG RatioValuation
4.732/10

Expensive relative to growth rate

P/E RatioValuation
58.6x2/10

Premium valuation, high expectations priced in

SO4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.532/10

Expensive relative to growth rate

EPS GrowthGrowth
-0.8%2/10

Earnings declined 0.8%

Free Cash FlowQuality
$-1.72B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BIP

The strongest argument for BIP centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.

Bear Case : BIP

The primary concerns for BIP are Return on Equity, Profit Margin, PEG Ratio. A P/E of 58.6x leaves little room for execution misses. Debt-to-equity of 12.90 is elevated, increasing financial risk.

Bear Case : SO

The primary concerns for SO are Piotroski F-Score, PEG Ratio, EPS Growth. Debt-to-equity of 2.05 is elevated, increasing financial risk.

Key Dynamics to Monitor

BIP profiles as a growth stock while SO is a value play — different risk/reward profiles.

BIP carries more volatility with a beta of 1.03 — expect wider price swings.

BIP is growing revenue faster at 16.9% — sustainability is the question.

BIP generates stronger free cash flow (-1.1B), providing more financial flexibility.

Bottom Line

BIP scores higher overall (59/100 vs 56/100) and 16.9% revenue growth. Both earn "Buy" and "Buy" 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 Infrastructure Partners LP

UTILITIES · UTILITIES - DIVERSIFIED · USA

Brookfield Infrastructure Partners LP owns and operates utilities, transportation, midstream and data companies in North and South America, Europe and Asia Pacific. The company is headquartered in Hamilton, Bermuda.

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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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