WallStSmart

Fortis Inc (FTS)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 143% more annual revenue ($29.55B vs $12.17B). FTS leads profitability with a 14.8% profit margin vs 14.7%. SO appears more attractively valued with a PEG of 2.67. FTS earns a higher WallStSmart Score of 57/100 (C).

FTS

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 4.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.71

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

FTSSignificantly Overvalued (-48.5%)

Margin of Safety

-48.5%

Fair Value

$36.70

Current Price

$55.35

$18.65 premium

UndervaluedFair: $36.70Overvalued
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

FTS2 strengths · Avg: 8.0/10
Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

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

FTS4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.672/10

Expensive relative to growth rate

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 : FTS

The strongest argument for FTS centers on Price/Book, Operating Margin.

Bull Case : SO

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

Bear Case : FTS

The primary concerns for FTS are Revenue Growth, Return on Equity, Piotroski F-Score.

Bear Case : SO

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

Key Dynamics to Monitor

FTS carries more volatility with a beta of 0.44 — expect wider price swings.

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

FTS generates stronger free cash flow (-676M), providing more financial flexibility.

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

Bottom Line

FTS 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.

Fortis Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Fortis Inc. is a gas and electric utility company in Canada, the United States, and the Caribbean countries. The company is headquartered in St. John's, Canada.

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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