WallStSmart

Southern Company (SO)vsUNITIL Corporation (UTL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 5084% more annual revenue ($30.18B vs $582.10M). SO leads profitability with a 14.5% profit margin vs 9.6%. SO appears more attractively valued with a PEG of 2.61. UTL earns a higher WallStSmart Score of 60/100 (C+).

SO

Buy

56

out of 100

Grade: C

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

UTL

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 4.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-54.2%)

Margin of Safety

-54.2%

Fair Value

$63.08

Current Price

$94.36

$31.28 premium

UndervaluedFair: $63.08Overvalued
UTLOvervalued (-13.5%)

Margin of Safety

-13.5%

Fair Value

$44.92

Current Price

$55.00

$10.08 premium

UndervaluedFair: $44.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO3 strengths · Avg: 8.3/10
Market CapQuality
$105.80B9/10

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%

UTL4 strengths · Avg: 8.0/10
P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.0%8/10

Strong operational efficiency at 26.0%

Revenue GrowthGrowth
27.0%8/10

Revenue surging 27.0% year-over-year

Areas to Watch

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

Weak financial health signals

PEG RatioValuation
2.612/10

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

UTL4 concerns · Avg: 2.8/10
Market CapQuality
$981.40M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.473/10

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.

Bull Case : UTL

The strongest argument for UTL centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 27.0% demonstrates continued momentum.

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 : UTL

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

Key Dynamics to Monitor

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

SO carries more volatility with a beta of 0.33 — expect wider price swings.

UTL is growing revenue faster at 27.0% — sustainability is the question.

UTL generates stronger free cash flow (18M), providing more financial flexibility.

Bottom Line

UTL scores higher overall (60/100 vs 56/100) and 27.0% 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.

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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