WallStSmart

DTE Energy Company (DTE)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 83% more annual revenue ($30.18B vs $16.52B). SO leads profitability with a 14.5% profit margin vs 7.7%. DTE appears more attractively valued with a PEG of 2.07. SO earns a higher WallStSmart Score of 56/100 (C).

DTE

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 5.0Value: 4.0Quality: 5.5
Piotroski: 5/9Altman Z: 0.74

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DTESignificantly Overvalued (-18.4%)

Margin of Safety

-18.4%

Fair Value

$118.02

Current Price

$140.60

$22.58 premium

UndervaluedFair: $118.02Overvalued
SOSignificantly Overvalued (-26.1%)

Margin of Safety

-26.1%

Fair Value

$73.33

Current Price

$91.80

$18.47 premium

UndervaluedFair: $73.33Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DTE3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

SO3 strengths · Avg: 8.3/10
Market CapQuality
$103.49B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

Areas to Watch

DTE4 concerns · Avg: 2.8/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

EPS GrowthGrowth
-44.4%2/10

Earnings declined 44.4%

Free Cash FlowQuality
$-321.00M2/10

Negative free cash flow — burning cash

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.662/10

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 : DTE

The strongest argument for DTE centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.

Bull Case : SO

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

Bear Case : DTE

The primary concerns for DTE are PEG Ratio, Profit Margin, EPS Growth.

Bear Case : SO

The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

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

DTE carries more volatility with a beta of 0.43 — expect wider price swings.

DTE is growing revenue faster at 15.8% — sustainability is the question.

DTE generates stronger free cash flow (-321M), providing more financial flexibility.

Bottom Line

SO scores higher overall (56/100 vs 53/100). 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.

DTE Energy Company

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

DTE Energy (formerly Detroit Edison until 1996) is a Detroit-based diversified energy company involved in the development and management of energy-related businesses and services in the United States and Canada.

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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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