Consolidated Edison Inc (ED)vsSouthern Company (SO)
ED
Consolidated Edison Inc
$106.26
+2.09%
UTILITIES · Cap: $39.71B
SO
Southern Company
$92.60
+1.22%
UTILITIES · Cap: $102.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 75% more annual revenue ($30.18B vs $17.22B). SO leads profitability with a 14.5% profit margin vs 12.5%. SO appears more attractively valued with a PEG of 2.53. ED earns a higher WallStSmart Score of 63/100 (C+).
ED
Buy63
out of 100
Grade: C+
SO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.4%
Fair Value
$60.57
Current Price
$106.26
$45.69 premium
Margin of Safety
-47.7%
Fair Value
$62.70
Current Price
$92.60
$29.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 25.6%
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ED
The strongest argument for ED centers on Price/Book, Operating Margin.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.
Bear Case : ED
The primary concerns for ED are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : SO
The primary concerns for SO are Piotroski F-Score, PEG Ratio, EPS Growth. Debt-to-equity of 2.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
SO carries more volatility with a beta of 0.36 — expect wider price swings.
SO is growing revenue faster at 8.0% — sustainability is the question.
ED generates stronger free cash flow (-999M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ED scores higher overall (63/100 vs 56/100). 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.
Consolidated Edison Inc
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Consolidated Edison, Inc., commonly known as Con Edison (stylized as conEdison) or ConEd, is one of the largest investor-owned energy companies in the United States, with approximately $12 billion in annual revenues as of 2017, and over $48 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries.
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.
Compare with Other UTILITIES - REGULATED ELECTRIC Stocks
Want to dig deeper into these stocks?