Genie Energy Ltd (GNE)vsSouthern Company (SO)
GNE
Genie Energy Ltd
$15.78
+0.45%
UTILITIES · Cap: $399.53M
SO
Southern Company
$87.17
-0.66%
UTILITIES · Cap: $100.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 5904% more annual revenue ($30.18B vs $502.62M). SO leads profitability with a 15.4% profit margin vs 5.0%. GNE trades at a lower P/E of 13.2x. SO earns a higher WallStSmart Score of 66/100 (B-).
GNE
Buy52
out of 100
Grade: C-
SO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.3%
Fair Value
$14.10
Current Price
$15.78
$1.68 discount
Margin of Safety
-40.5%
Fair Value
$62.06
Current Price
$87.17
$25.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 380.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.6%
Earnings expanding 30.4% YoY
Areas to Watch
Smaller company, higher risk/reward
5.0% margin — thin
Revenue declined 4.6%
Negative free cash flow — burning cash
Expensive relative to growth rate
0.1% revenue growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : GNE
The strongest argument for GNE centers on EPS Growth, Debt/Equity, Altman Z-Score.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.
Bear Case : GNE
The primary concerns for GNE are Market Cap, Profit Margin, Revenue Growth.
Bear Case : SO
The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
SO carries more volatility with a beta of 0.32 — expect wider price swings.
SO is growing revenue faster at 0.1% — sustainability is the question.
GNE generates stronger free cash flow (-6M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SO scores higher overall (66/100 vs 52/100), backed by strong 15.4% margins. 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.
Genie Energy Ltd
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Genie Energy Ltd. supplies electricity and natural gas to residential and small business customers in the United States, Europe and Asia. The company is headquartered in Newark, New Jersey.
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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