WallStSmart

DTE Energy Company (DTE)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 87% more annual revenue ($29.55B vs $15.81B). SO leads profitability with a 14.7% profit margin vs 9.3%. DTE appears more attractively valued with a PEG of 2.49. DTE earns a higher WallStSmart Score of 67/100 (B-).

DTE

Strong Buy

67

out of 100

Grade: B-

Growth: 6.0Profit: 6.0Value: 10.0Quality: 5.5
Piotroski: 5/9Altman Z: 0.74

SO

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DTEUndervalued (+57.6%)

Margin of Safety

+57.6%

Fair Value

$329.47

Current Price

$143.45

$186.02 discount

UndervaluedFair: $329.47Overvalued
SOSignificantly Overvalued (-254.9%)

Margin of Safety

-254.9%

Fair Value

$26.66

Current Price

$94.61

$67.95 premium

UndervaluedFair: $26.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DTE4 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
28.9%8/10

Revenue surging 28.9% year-over-year

EPS GrowthGrowth
25.5%8/10

Earnings expanding 25.5% YoY

SO2 strengths · Avg: 8.5/10
Market CapQuality
$105.91B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

DTE3 concerns · Avg: 2.7/10
PEG RatioValuation
2.494/10

Expensive relative to growth rate

Free Cash FlowQuality
$-302.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.742/10

Distress zone — elevated risk

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.672/10

Expensive relative to growth rate

EPS GrowthGrowth
-22.1%2/10

Earnings declined 22.1%

Free Cash FlowQuality
$-1.86B2/10

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 28.9% demonstrates continued momentum.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book. Revenue growth of 10.1% demonstrates continued momentum.

Bear Case : DTE

The primary concerns for DTE are PEG Ratio, Free Cash Flow, Altman Z-Score.

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 28.9% — sustainability is the question.

DTE generates stronger free cash flow (-302M), providing more financial flexibility.

Bottom Line

DTE scores higher overall (67/100 vs 54/100) and 28.9% revenue growth. 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.

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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