Carnival Plc ADS (CUK)vsSouthern Company (SO)
CUK
Carnival Plc ADS
$27.47
0.00%
CONSUMER CYCLICAL · Cap: $38.08B
SO
Southern Company
$91.80
-0.68%
UTILITIES · Cap: $103.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 12% more annual revenue ($30.18B vs $26.98B). SO leads profitability with a 14.5% profit margin vs 11.5%. CUK appears more attractively valued with a PEG of 1.05. CUK earns a higher WallStSmart Score of 67/100 (B-).
CUK
Strong Buy67
out of 100
Grade: B-
SO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.9%
Fair Value
$171.68
Current Price
$27.47
$144.21 discount
Margin of Safety
-26.1%
Fair Value
$73.33
Current Price
$91.80
$18.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 35.8% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Earnings declined 0.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CUK
The strongest argument for CUK centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.
Bear Case : CUK
The primary concerns for CUK are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
CUK carries more volatility with a beta of 2.33 — expect wider price swings.
SO is growing revenue faster at 8.0% — sustainability is the question.
CUK generates stronger free cash flow (697M), providing more financial flexibility.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CUK scores higher overall (67/100 vs 56/100). Both earn "Strong 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.
Carnival Plc ADS
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Carnival Corporation & plc is a leisure travel company. The company is headquartered in Miami, Florida.
Visit Website →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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