WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 71% more annual revenue ($30.18B vs $17.69B). NGG leads profitability with a 18.3% profit margin vs 15.4%. NGG appears more attractively valued with a PEG of 0.96. SO earns a higher WallStSmart Score of 66/100 (B-).

NGG

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 8.0Value: 7.0Quality: 3.5
Piotroski: 3/9Altman Z: 1.19

SO

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 4.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NGG.

SOSignificantly Overvalued (-38.4%)

Margin of Safety

-38.4%

Fair Value

$62.12

Current Price

$85.52

$23.40 premium

UndervaluedFair: $62.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NGG4 strengths · Avg: 8.8/10
Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Market CapQuality
$77.27B9/10

Large-cap with strong market position

PEG RatioValuation
0.968/10

Growing faster than its price suggests

P/E RatioValuation
17.2x8/10

Attractively priced relative to earnings

SO4 strengths · Avg: 8.3/10
Market CapQuality
$100.28B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

EPS GrowthGrowth
30.4%8/10

Earnings expanding 30.4% YoY

Areas to Watch

NGG4 concerns · Avg: 3.5/10
Price/BookValuation
8.6x4/10

Trading at 8.6x book value

Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

Debt/EquityHealth
1.193/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Debt/EquityHealth
1.953/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NGG

The strongest argument for NGG centers on Operating Margin, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 32.6%. PEG of 0.96 suggests the stock is reasonably priced for its growth.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.

Bear Case : NGG

The primary concerns for NGG are Price/Book, Revenue Growth, Debt/Equity.

Bear Case : SO

The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Key Dynamics to Monitor

NGG carries more volatility with a beta of 0.59 — expect wider price swings.

NGG is growing revenue faster at 2.0% — sustainability is the question.

SO generates stronger free cash flow (-293M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (66/100 vs 62/100), backed by strong 15.4% 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.

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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