WallStSmart

Southern Company (SO)vsUGI Corporation (UGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 303% more annual revenue ($29.55B vs $7.34B). SO leads profitability with a 14.7% profit margin vs 8.2%. SO appears more attractively valued with a PEG of 2.66. UGI earns a higher WallStSmart Score of 54/100 (C-).

SO

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 3.3Quality: 5.0

UGI

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 6.5Value: 6.0Quality: 3.8
Piotroski: 3/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-35.0%)

Margin of Safety

-35.0%

Fair Value

$71.61

Current Price

$96.70

$25.09 premium

UndervaluedFair: $71.61Overvalued
UGIUndervalued (+20.3%)

Margin of Safety

+20.3%

Fair Value

$47.85

Current Price

$37.57

$10.28 discount

UndervaluedFair: $47.85Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO1 strengths · Avg: 9.0/10
Market CapQuality
$109.01B9/10

Large-cap with strong market position

UGI3 strengths · Avg: 8.0/10
P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

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

Expensive relative to growth rate

EPS GrowthGrowth
-22.1%2/10

Earnings declined 22.1%

Free Cash FlowQuality
$-1.86B2/10

Negative free cash flow — burning cash

UGI4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
48.822/10

Expensive relative to growth rate

EPS GrowthGrowth
-23.0%2/10

Earnings declined 23.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : SO

The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : UGI

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

Bear Case : SO

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

Bear Case : UGI

The primary concerns for UGI are Revenue Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

UGI carries more volatility with a beta of 1.07 — expect wider price swings.

SO is growing revenue faster at 10.1% — sustainability is the question.

UGI generates stronger free cash flow (-155M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (54/100 vs 54/100) and 10.1% revenue growth. UGI offers better value entry with a 20.3% margin of safety. 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.

UGI Corporation

UTILITIES · UTILITIES - REGULATED GAS · USA

UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.

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