Southern Company (SO)vsSpire Inc (SR)
SO
Southern Company
$96.70
+3.41%
UTILITIES · Cap: $109.01B
SR
Spire Inc
$89.73
-1.25%
UTILITIES · Cap: $5.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 1050% more annual revenue ($29.55B vs $2.57B). SO leads profitability with a 14.7% profit margin vs 11.1%. SR appears more attractively valued with a PEG of 2.46. SR earns a higher WallStSmart Score of 63/100 (C+).
SO
Buy54
out of 100
Grade: C-
SR
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-35.0%
Fair Value
$71.61
Current Price
$96.70
$25.09 premium
Margin of Safety
+25.3%
Fair Value
$117.83
Current Price
$89.73
$28.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 23.4%
Areas to Watch
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
Expensive relative to growth rate
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SO
The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.
Bull Case : SR
The strongest argument for SR centers on Price/Book, Operating Margin. Revenue growth of 13.9% demonstrates continued momentum.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : SR
The primary concerns for SR are PEG Ratio, Debt/Equity, Free Cash Flow. Debt-to-equity of 1.56 is elevated, increasing financial risk.
Key Dynamics to Monitor
SR carries more volatility with a beta of 0.62 — expect wider price swings.
SR is growing revenue faster at 13.9% — sustainability is the question.
SR generates stronger free cash flow (-122M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SR scores higher overall (63/100 vs 54/100) and 13.9% revenue growth. Both earn "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.
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.
Spire Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Spire Inc. engages in the purchase, retail distribution, and sale of natural gas to residential, commercial, industrial, and other end-users of natural gas in the United States. The company is headquartered in St. Louis, Missouri.
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