WallStSmart

B. Riley Financial Inc. 5.50% Senior Notes Due 2026 (RILYK)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%. RILYK earns a higher WallStSmart Score of 27/100 (F).

RILYK

Avoid

27

out of 100

Grade: F

Growth: 4.0Profit: 5.5Value: 5.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.64

SOJE

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 2.5
Piotroski: 2/9Altman Z: 0.65

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RILYK2 strengths · Avg: 10.0/10
Return on EquityProfitability
114.4%10/10

Every $100 of equity generates 114 in profit

Debt/EquityHealth
-8.5610/10

Conservative balance sheet, low leverage

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

Large-cap with strong market position

Areas to Watch

RILYK4 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
$1.95B3/10

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 : RILYK

The strongest argument for RILYK centers on Return on Equity, Debt/Equity.

Bull Case : SOJE

The strongest argument for SOJE centers on Market Cap.

Bear Case : RILYK

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

Bear Case : SOJE

The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 2.05 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

RILYK generates stronger free cash flow (25M), providing more financial flexibility.

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

Bottom Line

RILYK 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.

B. Riley Financial Inc. 5.50% Senior Notes Due 2026

NONE · NONE · USA

B. Riley Financial Inc. is a leading diversified financial services firm that specializes in providing investment banking, financial advisory, asset management, and capital markets solutions with a strong focus on institutional investors. The company’s financial strength is highlighted by its 5.50% Senior Notes due 2026, reflecting a commitment to enhancing shareholder value through innovative financing and strategic capital allocation. With a robust reputation for identifying market opportunities and delivering tailored financial strategies, B. Riley serves as a trusted partner for clients seeking growth and stability in an ever-evolving economic landscape. The firm's client-centric approach and proven success underline its competitive advantage in the dynamic financial services industry.

Visit Website →

Southern Company (The) Series 2

NONE · NONE · USA

Southern Company Series 2 is a prominent entity within the utility sector, renowned for its provision of reliable and sustainable energy across the Southeastern United States. As a subsidiary of Southern Company, it benefits from a solid financial framework and a diverse energy mix, which includes natural gas, nuclear, and renewable sources, positioning itself well for future growth. The company’s focus on innovation and environmental responsibility aligns with the ongoing energy transition, making it a compelling investment opportunity for institutional investors. Additionally, Southern Company Series 2's commitment to regulatory compliance and robust infrastructure development allows it to navigate the evolving challenges of the energy market effectively.

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