WallStSmart

Global Water Resources Inc (GWRS)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 53225% more annual revenue ($30.18B vs $56.59M). SO leads profitability with a 14.5% profit margin vs 3.5%. SO appears more attractively valued with a PEG of 2.61. SO earns a higher WallStSmart Score of 56/100 (C).

GWRS

Avoid

34

out of 100

Grade: F

Growth: 4.7Profit: 4.0Value: 3.0Quality: 2.5
Piotroski: 1/9Altman Z: 0.30

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 2.5
Piotroski: 2/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GWRS.

SOSignificantly Overvalued (-54.2%)

Margin of Safety

-54.2%

Fair Value

$63.08

Current Price

$94.36

$31.28 premium

UndervaluedFair: $63.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GWRS1 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

SO3 strengths · Avg: 8.3/10
Market CapQuality
$105.80B9/10

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

GWRS4 concerns · Avg: 3.0/10
Market CapQuality
$211.70M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.4%3/10

ROE of 2.4% — below average capital efficiency

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

Operating MarginProfitability
2.9%3/10

Operating margin of 2.9%

SO4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.612/10

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 : GWRS

The strongest argument for GWRS centers on Price/Book.

Bull Case : SO

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

Bear Case : GWRS

The primary concerns for GWRS are Market Cap, Return on Equity, Profit Margin. A P/E of 92.0x leaves little room for execution misses. Debt-to-equity of 1.65 is elevated, increasing financial risk.

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

GWRS carries more volatility with a beta of 0.92 — expect wider price swings.

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

GWRS generates stronger free cash flow (-2M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (56/100 vs 34/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Global Water Resources Inc

UTILITIES · UTILITIES - REGULATED WATER · USA

Global Water Resources, Inc., a water resources management company, owns, operates and manages regulated water, wastewater and recycled water services primarily in the Phoenix, Arizona metropolitan area. The company is headquartered in Phoenix, Arizona.

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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