WallStSmart

Southern Company (SO)vsSpire Inc (SR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 1060% more annual revenue ($30.18B vs $2.60B). SO leads profitability with a 14.5% profit margin vs 13.8%. SR appears more attractively valued with a PEG of 2.46. SR earns a higher WallStSmart Score of 68/100 (B-).

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 2.5
Piotroski: 2/9Altman Z: 0.65

SR

Strong Buy

68

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.57
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-47.7%)

Margin of Safety

-47.7%

Fair Value

$62.70

Current Price

$92.60

$29.90 premium

UndervaluedFair: $62.70Overvalued

Intrinsic value data unavailable for SR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO3 strengths · Avg: 8.3/10
Market CapQuality
$102.01B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

SR4 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
30.2%10/10

Strong operational efficiency at 30.2%

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
31.0%8/10

Earnings expanding 31.0% YoY

Areas to Watch

SO4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.532/10

Expensive relative to growth rate

EPS GrowthGrowth
-0.8%2/10

Earnings declined 0.8%

Free Cash FlowQuality
$-1.72B2/10

Negative free cash flow — burning cash

SR4 concerns · Avg: 2.8/10
PEG RatioValuation
2.464/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Altman Z-ScoreHealth
0.572/10

Distress zone — elevated risk

Debt/EquityHealth
2.331/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.

Bull Case : SR

The strongest argument for SR centers on Price/Book, Operating Margin, P/E Ratio.

Bear Case : SO

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

Bear Case : SR

The primary concerns for SR are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

SO is growing revenue faster at 8.0% — sustainability is the question.

SR generates stronger free cash flow (218M), providing more financial flexibility.

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

Bottom Line

SR scores higher overall (68/100 vs 56/100). 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.

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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