WallStSmart

Southern Company (SO)vsW. R. Berkley Corp (WRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 103% more annual revenue ($30.18B vs $14.85B). SO leads profitability with a 14.5% profit margin vs 12.6%. SO appears more attractively valued with a PEG of 2.66. WRB earns a higher WallStSmart Score of 65/100 (C+).

SO

Buy

56

out of 100

Grade: C

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

WRB

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 5.0Quality: 4.8
Piotroski: 2/9
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 WRB.

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%

WRB4 strengths · Avg: 8.3/10
Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

P/E RatioValuation
14.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
26.0%8/10

Earnings expanding 26.0% YoY

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

WRB3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.0%4/10

4.0% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.872/10

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 : WRB

The strongest argument for WRB centers on Return on Equity, P/E Ratio, Price/Book.

Bear Case : SO

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

Bear Case : WRB

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

Key Dynamics to Monitor

SO carries more volatility with a beta of 0.36 — expect wider price swings.

SO is growing revenue faster at 8.0% — sustainability is the question.

WRB generates stronger free cash flow (640M), providing more financial flexibility.

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

Bottom Line

WRB scores higher overall (65/100 vs 56/100). 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.

W. R. Berkley Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.

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