Occidental Petroleum Corporation (OXY)vsSouthern Company (SO)
OXY
Occidental Petroleum Corporation
$53.03
-1.69%
ENERGY · Cap: $53.65B
SO
Southern Company
$91.80
-0.68%
UTILITIES · Cap: $103.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 43% more annual revenue ($30.18B vs $21.12B). OXY leads profitability with a 22.4% profit margin vs 14.5%. OXY appears more attractively valued with a PEG of 1.21. OXY earns a higher WallStSmart Score of 65/100 (B-).
OXY
Strong Buy65
out of 100
Grade: B-
SO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.6%
Fair Value
$66.12
Current Price
$53.03
$13.09 discount
Margin of Safety
-26.1%
Fair Value
$73.33
Current Price
$91.80
$18.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 315.6% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Areas to Watch
ROE of 4.0% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 8.3%
Expensive relative to growth rate
Earnings declined 0.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : OXY
The strongest argument for OXY centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 17.7%. PEG of 1.21 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.
Bear Case : OXY
The primary concerns for OXY are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 72.9x leaves little room for execution misses.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
OXY profiles as a declining stock while SO is a value play — different risk/reward profiles.
SO carries more volatility with a beta of 0.36 — expect wider price swings.
SO is growing revenue faster at 8.0% — sustainability is the question.
OXY generates stronger free cash flow (-298M), providing more financial flexibility.
Bottom Line
OXY scores higher overall (65/100 vs 56/100), backed by strong 22.4% 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.
Occidental Petroleum Corporation
ENERGY · OIL & GAS E&P · USA
Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.
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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