WallStSmart

BRT Realty Trust (BRT)vsThe Southern Company JR 2017B NT 77 (SOJC)

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Smart Verdict

WallStSmart Research — data-driven comparison

SOJC leads profitability with a 0.0% profit margin vs -13.4%. BRT earns a higher WallStSmart Score of 40/100 (F).

BRT

Hold

40

out of 100

Grade: F

Growth: 4.0Profit: 3.5Value: 6.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.19

SOJC

Avoid

21

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.65

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRT2 strengths · Avg: 8.0/10
PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

SOJC0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

BRT4 concerns · Avg: 2.5/10
Market CapQuality
$253.15M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-7.3%2/10

ROE of -7.3% — below average capital efficiency

Revenue GrowthGrowth
-0.1%2/10

Revenue declined 0.1%

SOJC4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : BRT

The strongest argument for BRT centers on PEG Ratio, Price/Book. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bull Case : SOJC

SOJC has a balanced fundamental profile.

Bear Case : BRT

The primary concerns for BRT are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.17 is elevated, increasing financial risk.

Bear Case : SOJC

The primary concerns for SOJC are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Key Dynamics to Monitor

BRT profiles as a turnaround stock while SOJC is a value play — different risk/reward profiles.

SOJC is growing revenue faster at 0.0% — sustainability is the question.

BRT generates stronger free cash flow (4M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BRT scores higher overall (40/100 vs 21/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BRT Realty Trust

REAL ESTATE · REIT - RESIDENTIAL · USA

BRT Realty Trust (BRT) is a prominent real estate investment trust (REIT) specializing in the acquisition, ownership, and management of multifamily properties across the United States. By concentrating on high-demand urban and suburban areas, BRT effectively leverages trends in urbanization and increased rental housing demand through its value-added investment strategy. The company's robust operational framework and stringent investment criteria aim to deliver strong risk-adjusted returns, positioning BRT as an appealing choice for institutional investors looking to enhance their portfolios with quality residential real estate assets.

The Southern Company JR 2017B NT 77

REAL ESTATE · REIT - RESIDENTIAL · USA

The Southern Company is dedicated to the generation, transmission and distribution of electric power. The company is headquartered in Atlanta, Georgia.

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