Evergy, Inc. (EVRG)vsSouthern Company (SO)
EVRG
Evergy, Inc.
$83.27
+1.69%
UTILITIES · Cap: $19.33B
SO
Southern Company
$92.60
-0.19%
UTILITIES · Cap: $102.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 400% more annual revenue ($30.18B vs $6.03B). EVRG leads profitability with a 14.6% profit margin vs 14.5%. EVRG appears more attractively valued with a PEG of 2.33. EVRG earns a higher WallStSmart Score of 63/100 (C+).
EVRG
Buy63
out of 100
Grade: C+
SO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.9%
Fair Value
$52.90
Current Price
$83.27
$30.37 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 21.9%
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
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 : EVRG
The strongest argument for EVRG centers on Price/Book, Operating Margin.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.
Bear Case : EVRG
The primary concerns for EVRG are PEG Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.56 is elevated, increasing financial risk.
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
EVRG carries more volatility with a beta of 0.53 — expect wider price swings.
SO is growing revenue faster at 8.0% — sustainability is the question.
EVRG generates stronger free cash flow (-489M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EVRG 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.
Evergy, Inc.
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Evergy is an American investor-owned utility (IOU) with publicly traded stock that has its headquarters in Topeka, Kansas, and in Kansas City, Missouri.
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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