WallStSmart

National Grid PLC ADR (NGG)vsXPLR Infrastructure LP Unit (XIFR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

National Grid PLC ADR generates 1398% more annual revenue ($17.69B vs $1.18B). NGG leads profitability with a 18.3% profit margin vs 8.7%. NGG appears more attractively valued with a PEG of 1.00. NGG earns a higher WallStSmart Score of 62/100 (C+).

NGG

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 8.0Value: 6.3Quality: 3.5
Piotroski: 3/9Altman Z: 1.20

XIFR

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 4.0Value: 7.3Quality: 4.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NGG.

XIFRUndervalued (+76.3%)

Margin of Safety

+76.3%

Fair Value

$46.71

Current Price

$11.62

$35.09 discount

UndervaluedFair: $46.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NGG3 strengths · Avg: 9.0/10
Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Market CapQuality
$80.25B9/10

Large-cap with strong market position

PEG RatioValuation
1.008/10

Growing faster than its price suggests

XIFR2 strengths · Avg: 10.0/10
P/E RatioValuation
9.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Areas to Watch

NGG4 concerns · Avg: 3.5/10
Price/BookValuation
8.2x4/10

Trading at 8.2x 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

XIFR4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.09B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

Debt/EquityHealth
1.983/10

Elevated debt levels

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 1.00 suggests the stock is reasonably priced for its growth.

Bull Case : XIFR

The strongest argument for XIFR centers on P/E Ratio, Price/Book.

Bear Case : NGG

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

Bear Case : XIFR

The primary concerns for XIFR are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 1.98 is elevated, increasing financial risk.

Key Dynamics to Monitor

XIFR carries more volatility with a beta of 0.89 — expect wider price swings.

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

XIFR generates stronger free cash flow (-30M), providing more financial flexibility.

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

Bottom Line

NGG scores higher overall (62/100 vs 43/100), backed by strong 18.3% margins. XIFR offers better value entry with a 76.3% margin of safety. Both earn "Buy" and "Hold" 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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XPLR Infrastructure LP Unit

UTILITIES · UTILITIES - RENEWABLE · USA

XPLR Infrastructure, LP acquires, owns, and manages contracted clean energy projects in the United States. The company is headquartered in Juno Beach, Florida.

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