WallStSmart

Ferrovial SE (FER)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 213% more annual revenue ($30.18B vs $9.63B). SO leads profitability with a 14.5% profit margin vs 9.2%. SO appears more attractively valued with a PEG of 2.75. SO earns a higher WallStSmart Score of 56/100 (C).

FER

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 5.5Value: 3.7Quality: 5.0

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for FER.

SOSignificantly Overvalued (-30.8%)

Margin of Safety

-30.8%

Fair Value

$73.33

Current Price

$93.51

$20.18 premium

UndervaluedFair: $73.33Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FER1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.43B8/10

Generating 1.4B in free cash flow

SO3 strengths · Avg: 8.3/10
Market CapQuality
$108.21B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

Areas to Watch

FER3 concerns · Avg: 2.0/10
PEG RatioValuation
5.572/10

Expensive relative to growth rate

P/E RatioValuation
48.6x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-87.6%2/10

Earnings declined 87.6%

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.752/10

Expensive relative to growth rate

EPS GrowthGrowth
-0.8%2/10

Earnings declined 0.8%

Free Cash FlowQuality
$-1.72B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : FER

The strongest argument for FER centers on Free Cash Flow.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.

Bear Case : FER

The primary concerns for FER are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 48.6x leaves little room for execution misses.

Bear Case : SO

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

Key Dynamics to Monitor

FER carries more volatility with a beta of 0.81 — expect wider price swings.

SO is growing revenue faster at 8.0% — sustainability is the question.

FER generates stronger free cash flow (1.4B), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SO scores higher overall (56/100 vs 38/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ferrovial SE

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.

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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