Genie Energy Ltd (GNE)vsSouthern Company (SO)
GNE
Genie Energy Ltd
$13.50
-3.85%
UTILITIES · Cap: $368.60M
SO
Southern Company
$92.60
+1.22%
UTILITIES · Cap: $102.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 5846% more annual revenue ($30.18B vs $507.48M). SO leads profitability with a 14.5% profit margin vs 3.2%. GNE trades at a lower P/E of 18.1x. SO earns a higher WallStSmart Score of 56/100 (C).
GNE
Hold39
out of 100
Grade: F
SO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.1%
Fair Value
$14.22
Current Price
$13.50
$0.72 discount
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Areas to Watch
4.0% revenue growth
Smaller company, higher risk/reward
3.2% margin — thin
Operating margin of 1.3%
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 : GNE
The strongest argument for GNE centers on Price/Book, Debt/Equity, Altman Z-Score.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.
Bear Case : GNE
The primary concerns for GNE are Revenue Growth, Market Cap, Profit Margin. Thin 3.2% margins leave little buffer for downturns.
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
SO carries more volatility with a beta of 0.36 — expect wider price swings.
SO is growing revenue faster at 8.0% — sustainability is the question.
GNE generates stronger free cash flow (-7M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SO scores higher overall (56/100 vs 39/100). 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.
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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