WallStSmart

Eversource Energy (ES)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 118% more annual revenue ($29.55B vs $13.55B). SO leads profitability with a 14.7% profit margin vs 12.5%. ES appears more attractively valued with a PEG of 0.96. ES earns a higher WallStSmart Score of 79/100 (B+).

ES

Strong Buy

79

out of 100

Grade: B+

Growth: 6.7Profit: 6.5Value: 10.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.80

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

ESUndervalued (+67.1%)

Margin of Safety

+67.1%

Fair Value

$213.41

Current Price

$66.67

$146.74 discount

UndervaluedFair: $213.41Overvalued
SOSignificantly Overvalued (-250.3%)

Margin of Safety

-250.3%

Fair Value

$26.66

Current Price

$93.39

$66.73 premium

UndervaluedFair: $26.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ES5 strengths · Avg: 8.4/10
EPS GrowthGrowth
466.2%10/10

Earnings expanding 466.2% YoY

PEG RatioValuation
0.968/10

Growing faster than its price suggests

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.1%8/10

Strong operational efficiency at 22.1%

SO2 strengths · Avg: 8.5/10
Market CapQuality
$104.54B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

ES2 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-67.25M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.802/10

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 : ES

The strongest argument for ES centers on EPS Growth, PEG Ratio, P/E Ratio. Revenue growth of 13.4% demonstrates continued momentum. PEG of 0.96 suggests the stock is reasonably priced for its growth.

Bull Case : SO

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

Bear Case : ES

The primary concerns for ES are 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

ES carries more volatility with a beta of 0.75 — expect wider price swings.

ES is growing revenue faster at 13.4% — sustainability is the question.

ES generates stronger free cash flow (-67M), providing more financial flexibility.

Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ES scores higher overall (79/100 vs 54/100) and 13.4% 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.

Eversource Energy

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Eversource Energy is a publicly traded, Fortune 500 energy company headquartered in Hartford, Connecticut, and Boston, Massachusetts.

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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