OPAL Fuels Inc (OPAL)vsSouthern Company (SO)
OPAL
OPAL Fuels Inc
$2.16
+3.85%
UTILITIES · Cap: $66.79M
SO
Southern Company
$96.70
+3.41%
UTILITIES · Cap: $109.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 8369% more annual revenue ($29.55B vs $348.98M). SO leads profitability with a 14.7% profit margin vs 4.2%. OPAL trades at a lower P/E of 14.7x. SO earns a higher WallStSmart Score of 54/100 (C-).
OPAL
Hold38
out of 100
Grade: F
SO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+88.1%
Fair Value
$19.86
Current Price
$2.16
$17.70 discount
Margin of Safety
-35.0%
Fair Value
$71.61
Current Price
$96.70
$25.09 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 24.7% year-over-year
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
4.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : OPAL
The strongest argument for OPAL centers on P/E Ratio, Revenue Growth. Revenue growth of 24.7% demonstrates continued momentum.
Bull Case : SO
The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : OPAL
The primary concerns for OPAL are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 47.27 is elevated, increasing financial risk. Thin 4.2% margins leave little buffer for downturns.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
OPAL profiles as a growth stock while SO is a value play — different risk/reward profiles.
OPAL carries more volatility with a beta of 0.93 — expect wider price swings.
OPAL is growing revenue faster at 24.7% — sustainability is the question.
OPAL generates stronger free cash flow (-8M), providing more financial flexibility.
Bottom Line
SO scores higher overall (54/100 vs 38/100) and 10.1% revenue growth. OPAL offers better value entry with a 88.1% 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.
OPAL Fuels Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
OPAL Fuels Inc. is a prominent player in the renewable natural gas industry, dedicated to converting organic waste into sustainable energy solutions that support the transition to a low-carbon economy. The company operates a diverse portfolio of RNG production facilities and has established strategic partnerships that enhance its competitive position within the market. With a strong focus on leveraging advanced technologies and innovative practices, OPAL Fuels is poised to capitalize on the rising demand for eco-friendly energy alternatives, demonstrating its commitment to generating substantial value in the dynamic energy sector.
Visit Website →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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