WallStSmart

Southern Company (SO)vsTurning Point Brands Inc (TPB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 6175% more annual revenue ($30.18B vs $480.90M). SO leads profitability with a 14.5% profit margin vs 11.5%. TPB appears more attractively valued with a PEG of 0.05. TPB earns a higher WallStSmart Score of 59/100 (C).

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 5.0

TPB

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 7.0Value: 6.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-25.0%)

Margin of Safety

-25.0%

Fair Value

$73.42

Current Price

$91.80

$18.38 premium

UndervaluedFair: $73.42Overvalued

Intrinsic value data unavailable for TPB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO3 strengths · Avg: 8.3/10
Market CapQuality
$103.49B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

TPB3 strengths · Avg: 9.0/10
PEG RatioValuation
0.0510/10

Growing faster than its price suggests

Return on EquityProfitability
22.5%9/10

Every $100 of equity generates 23 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

Areas to Watch

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.662/10

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

TPB3 concerns · Avg: 3.0/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.74B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-24.1%2/10

Earnings declined 24.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : SO

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

Bull Case : TPB

The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.

Bear Case : SO

The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.

Bear Case : TPB

The primary concerns for TPB are P/E Ratio, Market Cap, EPS Growth.

Key Dynamics to Monitor

SO profiles as a value stock while TPB is a growth play — different risk/reward profiles.

TPB carries more volatility with a beta of 0.93 — expect wider price swings.

TPB is growing revenue faster at 16.8% — sustainability is the question.

TPB generates stronger free cash flow (24M), providing more financial flexibility.

Bottom Line

TPB scores higher overall (59/100 vs 56/100) and 16.8% 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.

Turning Point Brands Inc

CONSUMER DEFENSIVE · TOBACCO · USA

Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.

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