WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsSouthern Company (The) Series 2 (SOJE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SOJE leads profitability with a 0.0% profit margin vs 0.0%. SOJE earns a higher WallStSmart Score of 25/100 (F).

MGRB

Avoid

24

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.49

SOJE

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 2.5
Piotroski: 2/9Altman Z: 0.65

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

SOJE1 strengths · Avg: 9.0/10
Market CapQuality
$65.72B9/10

Large-cap with strong market position

Areas to Watch

MGRB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

SOJE4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : SOJE

The strongest argument for SOJE centers on Market Cap.

Bear Case : MGRB

The primary concerns for MGRB are Revenue Growth, EPS Growth, Profit Margin.

Bear Case : SOJE

The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 2.05 is elevated, increasing financial risk.

Key Dynamics to Monitor

SOJE is growing revenue faster at 0.0% — sustainability is the question.

MGRB generates stronger free cash flow (300M), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SOJE scores higher overall (25/100 vs 24/100). Both earn "Avoid" 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.

Affiliated Managers Group, Inc.

NONE · NONE · USA

Affiliated Managers Group, Inc. (MGRB) is a leading asset management firm that expertly partners with a diverse range of independent investment management firms to enhance their capabilities across various investment strategies and asset classes. With a strong commitment to innovation and a proven track record of performance, MGRB is uniquely positioned to provide compelling investment opportunities for institutional investors. The company’s strategic focus on maximizing shareholder value, combined with its substantial resources and expertise, allows for effective navigation of complex market dynamics, making MGRB an essential ally for those seeking sustainable growth and robust portfolio diversification.

Southern Company (The) Series 2

NONE · NONE · USA

Southern Company Series 2 is a prominent entity within the utility sector, renowned for its provision of reliable and sustainable energy across the Southeastern United States. As a subsidiary of Southern Company, it benefits from a solid financial framework and a diverse energy mix, which includes natural gas, nuclear, and renewable sources, positioning itself well for future growth. The company’s focus on innovation and environmental responsibility aligns with the ongoing energy transition, making it a compelling investment opportunity for institutional investors. Additionally, Southern Company Series 2's commitment to regulatory compliance and robust infrastructure development allows it to navigate the evolving challenges of the energy market effectively.

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