One Gas Inc (OGS)vsSouthern Company (SO)
OGS
One Gas Inc
$77.34
-1.05%
UTILITIES · Cap: $4.97B
SO
Southern Company
$87.17
-0.66%
UTILITIES · Cap: $100.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 1205% more annual revenue ($30.18B vs $2.31B). SO leads profitability with a 15.4% profit margin vs 12.5%. SO appears more attractively valued with a PEG of 2.07. SO earns a higher WallStSmart Score of 66/100 (B-).
OGS
Buy57
out of 100
Grade: C
SO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.1%
Fair Value
$71.81
Current Price
$77.34
$5.53 premium
Margin of Safety
-40.5%
Fair Value
$62.06
Current Price
$87.17
$25.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 39.6% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.6%
Earnings expanding 30.4% YoY
Areas to Watch
ROE of 7.8% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 2.9%
Distress zone — elevated risk
Expensive relative to growth rate
0.1% revenue growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OGS
The strongest argument for OGS centers on Price/Book, P/E Ratio, EPS 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 : OGS
The primary concerns for OGS are Return on Equity, PEG Ratio, Revenue Growth.
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
OGS profiles as a declining stock while SO is a value play — different risk/reward profiles.
OGS carries more volatility with a beta of 0.66 — expect wider price swings.
SO is growing revenue faster at 0.1% — sustainability is the question.
OGS generates stronger free cash flow (38M), providing more financial flexibility.
Bottom Line
SO scores higher overall (66/100 vs 57/100), 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.
One Gas Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
ONE Gas, Inc. is a regulated natural gas distribution company in the United States. The company is headquartered in Tulsa, Oklahoma.
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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