WallStSmart

National Grid PLC ADR (NGG)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 69% more annual revenue ($29.55B vs $17.48B). NGG leads profitability with a 16.4% profit margin vs 14.7%. NGG appears more attractively valued with a PEG of 1.09. SO earns a higher WallStSmart Score of 54/100 (C-).

NGG

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 6.5Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.24

SO

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NGGSignificantly Overvalued (-234.1%)

Margin of Safety

-234.1%

Fair Value

$27.13

Current Price

$81.99

$54.86 premium

UndervaluedFair: $27.13Overvalued
SOSignificantly Overvalued (-250.3%)

Margin of Safety

-250.3%

Fair Value

$26.66

Current Price

$93.39

$66.73 premium

UndervaluedFair: $26.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NGG2 strengths · Avg: 8.5/10
Market CapQuality
$85.04B9/10

Large-cap with strong market position

Operating MarginProfitability
24.1%8/10

Strong operational efficiency at 24.1%

SO2 strengths · Avg: 8.5/10
Market CapQuality
$104.54B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

NGG4 concerns · Avg: 3.0/10
Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Debt/EquityHealth
1.233/10

Elevated debt levels

Revenue GrowthGrowth
-11.3%2/10

Revenue declined 11.3%

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.672/10

Expensive relative to growth rate

EPS GrowthGrowth
-22.1%2/10

Earnings declined 22.1%

Free Cash FlowQuality
$-1.86B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : NGG

The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book. Revenue growth of 10.1% demonstrates continued momentum.

Bear Case : NGG

The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.

Bear Case : SO

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

Key Dynamics to Monitor

NGG profiles as a declining stock while SO is a value play — different risk/reward profiles.

NGG carries more volatility with a beta of 0.61 — expect wider price swings.

SO is growing revenue faster at 10.1% — sustainability is the question.

NGG generates stronger free cash flow (-1.6B), providing more financial flexibility.

Bottom Line

SO scores higher overall (54/100 vs 50/100) and 10.1% revenue growth. Both earn "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.

National Grid PLC ADR

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.

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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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