WallStSmart

Southern Company (SO)vsThe York Water Company (YORW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 38039% more annual revenue ($29.55B vs $77.49M). YORW leads profitability with a 25.9% profit margin vs 14.7%. 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

YORW

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 4.7Quality: 4.0
Piotroski: 2/9Altman Z: 0.77
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
YORWUndervalued (+4.4%)

Margin of Safety

+4.4%

Fair Value

$33.70

Current Price

$29.02

$4.68 discount

UndervaluedFair: $33.70Overvalued

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

YORW3 strengths · Avg: 9.0/10
Operating MarginProfitability
33.7%10/10

Strong operational efficiency at 33.7%

Profit MarginProfitability
25.9%9/10

Keeps 26 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

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

YORW4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

EPS GrowthGrowth
0.1%4/10

0.1% earnings growth

Market CapQuality
$481.75M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

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 : YORW

The strongest argument for YORW centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 25.9% and operating margin at 33.7%.

Bear Case : SO

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

Bear Case : YORW

The primary concerns for YORW are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

YORW carries more volatility with a beta of 0.70 — expect wider price swings.

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

YORW generates stronger free cash flow (-23M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (54/100 vs 51/100) and 10.1% 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.

The York Water Company

UTILITIES · UTILITIES - REGULATED WATER · USA

The York Water Company seizes, purifies and distributes drinking water. The company is headquartered in York, Pennsylvania.

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