WallStSmart

Southern Company (SO)vsVistra Corp. (VST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 55% more annual revenue ($30.18B vs $19.45B). SO leads profitability with a 15.4% profit margin vs 11.5%. VST appears more attractively valued with a PEG of 0.44. VST earns a higher WallStSmart Score of 68/100 (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

VST

Strong Buy

68

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 2/9Altman Z: 0.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-49.7%)

Margin of Safety

-49.7%

Fair Value

$61.91

Current Price

$92.79

$30.88 premium

UndervaluedFair: $61.91Overvalued

Intrinsic value data unavailable for VST.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO4 strengths · Avg: 8.3/10
Market CapQuality
$107.10B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

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

VST4 strengths · Avg: 9.5/10
PEG RatioValuation
0.4410/10

Growing faster than its price suggests

Return on EquityProfitability
40.5%10/10

Every $100 of equity generates 40 in profit

Revenue GrowthGrowth
43.4%10/10

Revenue surging 43.4% year-over-year

Operating MarginProfitability
26.6%8/10

Strong operational efficiency at 26.6%

Areas to Watch

SO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.414/10

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

VST4 concerns · Avg: 3.3/10
P/E RatioValuation
26.1x4/10

Moderate valuation

Price/BookValuation
15.9x4/10

Trading at 15.9x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-52.3%2/10

Earnings declined 52.3%

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 : VST

The strongest argument for VST centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 43.4% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.

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 : VST

The primary concerns for VST are P/E Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

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

VST carries more volatility with a beta of 1.43 — expect wider price swings.

VST is growing revenue faster at 43.4% — sustainability is the question.

VST generates stronger free cash flow (140M), providing more financial flexibility.

Bottom Line

VST scores higher overall (68/100 vs 66/100) and 43.4% revenue growth. Both earn "Strong Buy" and "Strong 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.

Vistra Corp.

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Vistra Corp. The company is headquartered in Irving, Texas.

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