WallStSmart

Nextera Energy Inc (NEE)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 8% more annual revenue ($30.18B vs $27.87B). NEE leads profitability with a 29.4% profit margin vs 14.5%. NEE appears more attractively valued with a PEG of 2.14. NEE earns a higher WallStSmart Score of 68/100 (B-).

NEE

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 5.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.72

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NEE.

SOSignificantly Overvalued (-31.1%)

Margin of Safety

-31.1%

Fair Value

$73.23

Current Price

$95.99

$22.76 premium

UndervaluedFair: $73.23Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NEE4 strengths · Avg: 9.8/10
Market CapQuality
$202.17B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
30.2%10/10

Strong operational efficiency at 30.2%

EPS GrowthGrowth
160.0%10/10

Earnings expanding 160.0% YoY

Profit MarginProfitability
29.4%9/10

Keeps 29 of every $100 in revenue as profit

SO3 strengths · Avg: 8.3/10
Market CapQuality
$108.21B9/10

Large-cap with strong market position

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

Areas to Watch

NEE4 concerns · Avg: 3.0/10
PEG RatioValuation
2.144/10

Expensive relative to growth rate

Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-580.00M2/10

Negative free cash flow — burning cash

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.752/10

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 : NEE

The strongest argument for NEE centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 29.4% and operating margin at 30.2%.

Bull Case : SO

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

Bear Case : NEE

The primary concerns for NEE are PEG Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.75 is elevated, increasing financial risk.

Bear Case : SO

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

Key Dynamics to Monitor

NEE profiles as a mature stock while SO is a value play — different risk/reward profiles.

NEE carries more volatility with a beta of 0.73 — expect wider price swings.

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

NEE generates stronger free cash flow (-580M), providing more financial flexibility.

Bottom Line

NEE scores higher overall (68/100 vs 56/100), backed by strong 29.4% 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.

Nextera Energy Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

NextEra Energy, Inc. is an American energy company with about 46 gigawatts of generating capacity, revenues of over $17 billion in 2017, and about 14,000 employees throughout the US and Canada. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources, NextEra Energy Partners, Gulf Power Company, and NextEra Energy Services.

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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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