WallStSmart

Oxford Lane Capital Corp. 6.75% Notes due 2031 (OXLCL)vsSouthern Company (The) Series 2 (SOJE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SOJE leads profitability with a 0.0% profit margin vs 0.0%. OXLCL earns a higher WallStSmart Score of 27/100 (F).

OXLCL

Avoid

27

out of 100

Grade: F

Growth: 3.3Profit: 5.5Value: 5.0Quality: 5.0

SOJE

Avoid

25

out of 100

Grade: F

Growth: 6.0Profit: 4.5Value: 5.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OXLCL1 strengths · Avg: 10.0/10
Return on EquityProfitability
67.0%10/10

Every $100 of equity generates 67 in profit

SOJE1 strengths · Avg: 9.0/10
Market CapQuality
$65.72B9/10

Large-cap with strong market position

Areas to Watch

OXLCL4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$758.22M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

SOJE4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : OXLCL

The strongest argument for OXLCL centers on Return on Equity.

Bull Case : SOJE

The strongest argument for SOJE centers on Market Cap.

Bear Case : OXLCL

The primary concerns for OXLCL are Revenue Growth, EPS Growth, Market Cap.

Bear Case : SOJE

The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

SOJE is growing revenue faster at 0.0% — sustainability is the question.

OXLCL generates stronger free cash flow (447M), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OXLCL scores higher overall (27/100 vs 25/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Oxford Lane Capital Corp. 6.75% Notes due 2031

NONE · NONE · USA

Oxford Lane Capital Corp. is a closed-end investment company that specializes in investing in senior secured loans and various debt instruments, with the goal of providing attractive risk-adjusted returns. The company's 6.75% Notes due 2031 represent an essential financing tool, delivering consistent income for investors. With a management team possessing extensive market experience, Oxford Lane strategically navigates the evolving credit landscape to uncover value-added opportunities. This public entity presents institutional investors with a distinctive chance to engage in a diversified portfolio that emphasizes both income generation and capital preservation.

Southern Company (The) Series 2

NONE · NONE · USA

Southern Company Series 2 is a prominent entity in the utility sector, specializing in the provision of reliable and sustainable energy solutions primarily across the Southeastern United States. As a subsidiary of the larger Southern Company, it benefits from a solid financial footing and a diversified energy mix that includes natural gas, nuclear, and renewable resources. The company's forward-thinking approach to innovation and dedication to environmental stewardship positions it strategically for the ongoing energy transition, thus appealing to institutional investors. Additionally, its strong regulatory framework and commitment to enhancing energy infrastructure further equip Southern Company Series 2 to navigate the evolving challenges of the energy market effectively.

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