WallStSmart

Evergy, Inc. (EVRG)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 396% more annual revenue ($29.55B vs $5.96B). SO leads profitability with a 14.7% profit margin vs 14.3%. EVRG appears more attractively valued with a PEG of 2.34. EVRG earns a higher WallStSmart Score of 57/100 (C).

EVRG

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 6.0Value: 7.3Quality: 5.0

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

EVRGSignificantly Overvalued (-50.1%)

Margin of Safety

-50.1%

Fair Value

$52.84

Current Price

$79.98

$27.14 premium

UndervaluedFair: $52.84Overvalued
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

EVRG1 strengths · Avg: 8.0/10
Price/BookValuation
1.8x8/10

Reasonable price relative to book value

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

EVRG3 concerns · Avg: 3.3/10
PEG RatioValuation
2.344/10

Expensive relative to growth rate

EPS GrowthGrowth
4.7%4/10

4.7% earnings growth

Free Cash FlowQuality
$-530.50M2/10

Negative free cash flow — burning cash

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 : EVRG

The strongest argument for EVRG centers on Price/Book.

Bull Case : SO

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

Bear Case : EVRG

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

Bear Case : SO

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

Key Dynamics to Monitor

EVRG carries more volatility with a beta of 0.60 — expect wider price swings.

SO is growing revenue faster at 10.1% — sustainability is the question.

EVRG generates stronger free cash flow (-531M), providing more financial flexibility.

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

Bottom Line

EVRG scores higher overall (57/100 vs 54/100). 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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