WallStSmart

Dominion Energy Inc (D)vsSouthern Company (SO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 57% more annual revenue ($30.18B vs $19.21B). SO leads profitability with a 15.4% profit margin vs 14.0%. SO appears more attractively valued with a PEG of 2.22. SO earns a higher WallStSmart Score of 66/100 (B-).

D

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 7.0Value: 3.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.55

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

DSignificantly Overvalued (-19.9%)

Margin of Safety

-19.9%

Fair Value

$53.92

Current Price

$67.72

$13.80 premium

UndervaluedFair: $53.92Overvalued
SOSignificantly Overvalued (-50.5%)

Margin of Safety

-50.5%

Fair Value

$62.28

Current Price

$93.75

$31.47 premium

UndervaluedFair: $62.28Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

D4 strengths · Avg: 8.8/10
Operating MarginProfitability
32.8%10/10

Strong operational efficiency at 32.8%

Market CapQuality
$58.60B9/10

Large-cap with strong market position

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
24.1%8/10

Revenue surging 24.1% year-over-year

SO4 strengths · Avg: 8.3/10
Market CapQuality
$107.80B9/10

Large-cap with strong market position

Price/BookValuation
2.7x8/10

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

D4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.853/10

Elevated debt levels

PEG RatioValuation
2.592/10

Expensive relative to growth rate

Free Cash FlowQuality
$-1.20B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

SO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.224/10

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 : D

The strongest argument for D centers on Operating Margin, Market Cap, Price/Book. Revenue growth of 24.1% demonstrates continued momentum.

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 : D

The primary concerns for D are Debt/Equity, PEG Ratio, Free Cash Flow. Debt-to-equity of 1.85 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

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

D carries more volatility with a beta of 0.62 — expect wider price swings.

D is growing revenue faster at 24.1% — sustainability is the question.

SO generates stronger free cash flow (-293M), providing more financial flexibility.

Bottom Line

D scores higher overall (66/100 vs 66/100) and 24.1% revenue growth. Both earn "Strong Buy" and "Strong 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.

Dominion Energy Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Dominion Energy, Inc., commonly referred to as Dominion, is an American power and energy company headquartered in Richmond, Virginia that supplies electricity in parts of Virginia, North Carolina, and South Carolina and supplies natural gas to parts of Utah, West Virginia, Ohio, Pennsylvania, North Carolina, South Carolina, and Georgia. Dominion also has generation facilities in Indiana, Illinois, Connecticut, and Rhode Island.

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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