WallStSmart

Southern Company (SO)vsUNITIL Corporation (UTL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 4959% more annual revenue ($30.18B vs $596.50M). SO leads profitability with a 15.4% profit margin vs 9.5%. SO appears more attractively valued with a PEG of 2.07. SO earns a higher WallStSmart Score of 66/100 (B-).

SO

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 4.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.65

UTL

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 4.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-40.5%)

Margin of Safety

-40.5%

Fair Value

$62.06

Current Price

$87.17

$25.11 premium

UndervaluedFair: $62.06Overvalued
UTLOvervalued (-12.2%)

Margin of Safety

-12.2%

Fair Value

$45.44

Current Price

$53.09

$7.65 premium

UndervaluedFair: $45.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO4 strengths · Avg: 8.3/10
Market CapQuality
$100.28B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

EPS GrowthGrowth
30.4%8/10

Earnings expanding 30.4% YoY

UTL2 strengths · Avg: 8.0/10
P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

SO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Debt/EquityHealth
1.953/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

UTL4 concerns · Avg: 2.8/10
Market CapQuality
$979.49M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.493/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.

Bull Case : UTL

The strongest argument for UTL centers on P/E Ratio, Price/Book. Revenue growth of 14.0% demonstrates continued momentum.

Bear Case : SO

The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Bear Case : UTL

The primary concerns for UTL are Market Cap, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

SO carries more volatility with a beta of 0.32 — expect wider price swings.

UTL is growing revenue faster at 14.0% — sustainability is the question.

UTL generates stronger free cash flow (12M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (66/100 vs 54/100), backed by strong 15.4% margins. 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.

UNITIL Corporation

UTILITIES · UTILITIES - DIVERSIFIED · USA

Unitil Corporation, a utility holding company, is engaged in the distribution of electricity and natural gas. The company is headquartered in Hampton, New Hampshire.

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