WallStSmart

Portland General Electric Co (POR)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 754% more annual revenue ($30.18B vs $3.53B). SO leads profitability with a 15.4% profit margin vs 7.3%. POR appears more attractively valued with a PEG of 1.78. SO earns a higher WallStSmart Score of 66/100 (B-).

POR

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.5
Piotroski: 2/9Altman Z: 0.85

SO

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 4.0Quality: 2.5
Piotroski: 2/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for POR.

SOSignificantly Overvalued (-50.6%)

Margin of Safety

-50.6%

Fair Value

$61.82

Current Price

$92.69

$30.87 premium

UndervaluedFair: $61.82Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

POR1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

SO4 strengths · Avg: 8.3/10
Market CapQuality
$107.10B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

EPS GrowthGrowth
30.4%8/10

Earnings expanding 30.4% YoY

Areas to Watch

POR4 concerns · Avg: 3.8/10
PEG RatioValuation
1.784/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.9%4/10

0.9% revenue growth

EPS GrowthGrowth
4.9%4/10

4.9% earnings growth

Return on EquityProfitability
6.1%3/10

ROE of 6.1% — below average capital efficiency

SO4 concerns · Avg: 3.3/10
PEG RatioValuation
2.414/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.72B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : POR

The strongest argument for POR centers on Price/Book.

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 : POR

The primary concerns for POR are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : SO

The primary concerns for SO are PEG Ratio, Revenue Growth, Piotroski F-Score. Debt-to-equity of 2.05 is elevated, increasing financial risk.

Key Dynamics to Monitor

POR carries more volatility with a beta of 0.54 — expect wider price swings.

POR is growing revenue faster at 0.9% — sustainability is the question.

POR generates stronger free cash flow (9M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (66/100 vs 56/100), 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.

Portland General Electric Co

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Portland General Electric Company, an integrated electric utility company, is engaged in the generation, wholesaling, transmission, distribution and retail of electricity in the state of Oregon. The company is headquartered in Portland, Oregon.

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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