WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 36076% more annual revenue ($30.18B vs $83.42M). YORW leads profitability with a 28.5% profit margin vs 15.4%. SO appears more attractively valued with a PEG of 2.07. YORW 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

YORW

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 4.7Quality: 3.5
Piotroski: 1/9Altman Z: 0.72
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-38.4%)

Margin of Safety

-38.4%

Fair Value

$62.12

Current Price

$86.71

$24.59 premium

UndervaluedFair: $62.12Overvalued
YORWUndervalued (+4.5%)

Margin of Safety

+4.5%

Fair Value

$33.74

Current Price

$33.04

$0.70 discount

UndervaluedFair: $33.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO4 strengths · Avg: 8.3/10
Market CapQuality
$100.28B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

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

YORW5 strengths · Avg: 8.6/10
Operating MarginProfitability
42.3%10/10

Strong operational efficiency at 42.3%

Profit MarginProfitability
28.5%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
22.5%8/10

Revenue surging 22.5% year-over-year

EPS GrowthGrowth
37.0%8/10

Earnings expanding 37.0% YoY

Areas to Watch

SO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.074/10

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

YORW4 concerns · Avg: 2.5/10
Market CapQuality
$552.58M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
4.102/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.722/10

Distress zone — elevated risk

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 : YORW

The strongest argument for YORW centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.5% and operating margin at 42.3%. Revenue growth of 22.5% demonstrates continued momentum.

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 : YORW

The primary concerns for YORW are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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

YORW carries more volatility with a beta of 0.61 — expect wider price swings.

YORW is growing revenue faster at 22.5% — sustainability is the question.

YORW generates stronger free cash flow (1M), providing more financial flexibility.

Bottom Line

YORW scores higher overall (68/100 vs 66/100), backed by strong 28.5% margins and 22.5% 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.

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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