WallStSmart

Southern Company (SO)vsXPLR Infrastructure LP Unit (XIFR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 2388% more annual revenue ($29.55B vs $1.19B). SO leads profitability with a 14.7% profit margin vs -2.4%. SO appears more attractively valued with a PEG of 2.66. SO 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

XIFR

Hold

39

out of 100

Grade: F

Growth: 4.0Profit: 2.5Value: 5.7Quality: 3.8
Piotroski: 3/9
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
XIFRUndervalued (+81.0%)

Margin of Safety

+81.0%

Fair Value

$58.45

Current Price

$10.35

$48.10 discount

UndervaluedFair: $58.45Overvalued

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

XIFR1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

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

XIFR4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$975.01M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.943/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : XIFR

The strongest argument for XIFR centers on Price/Book.

Bear Case : SO

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

Bear Case : XIFR

The primary concerns for XIFR are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.94 is elevated, increasing financial risk.

Key Dynamics to Monitor

SO profiles as a value stock while XIFR is a turnaround play — different risk/reward profiles.

XIFR carries more volatility with a beta of 0.91 — expect wider price swings.

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

XIFR generates stronger free cash flow (-397M), providing more financial flexibility.

Bottom Line

SO scores higher overall (54/100 vs 39/100) and 10.1% revenue growth. XIFR offers better value entry with a 81.0% margin of safety. Both earn "Buy" and "Hold" 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.

XPLR Infrastructure LP Unit

UTILITIES · UTILITIES - RENEWABLE · USA

XPLR Infrastructure, LP acquires, owns, and manages contracted clean energy projects in the United States. The company is headquartered in Juno Beach, Florida.

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