WallStSmart

Southern Company (The) Series 2 (SOJE)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SUN leads profitability with a 2.1% profit margin vs 0.0%. SUN earns a higher WallStSmart Score of 52/100 (C-).

SOJE

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 5.0

SUN

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 4.5Value: 5.3Quality: 6.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SOJE.

SUNUndervalued (+56.4%)

Margin of Safety

+56.4%

Fair Value

$137.02

Current Price

$68.42

$68.60 discount

UndervaluedFair: $137.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SOJE1 strengths · Avg: 9.0/10
Market CapQuality
$65.72B9/10

Large-cap with strong market position

SUN2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
63.2%10/10

Revenue surging 63.2% year-over-year

Areas to Watch

SOJE4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

SUN4 concerns · Avg: 3.3/10
P/E RatioValuation
30.0x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SOJE

The strongest argument for SOJE centers on Market Cap.

Bull Case : SUN

The strongest argument for SUN centers on Price/Book, Revenue Growth. Revenue growth of 63.2% demonstrates continued momentum.

Bear Case : SOJE

The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin.

Bear Case : SUN

The primary concerns for SUN are P/E Ratio, Profit Margin, Operating Margin. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

SOJE profiles as a value stock while SUN is a hypergrowth play — different risk/reward profiles.

SUN is growing revenue faster at 63.2% — sustainability is the question.

SUN generates stronger free cash flow (246M), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SUN scores higher overall (52/100 vs 25/100) and 63.2% revenue growth. Both earn "Buy" and "Avoid" 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 (The) Series 2

NONE · NONE · USA

Southern Company Series 2 is a prominent entity in the utility sector, specializing in the provision of reliable and sustainable energy solutions primarily across the Southeastern United States. As a subsidiary of the larger Southern Company, it benefits from a solid financial footing and a diversified energy mix that includes natural gas, nuclear, and renewable resources. The company's forward-thinking approach to innovation and dedication to environmental stewardship positions it strategically for the ongoing energy transition, thus appealing to institutional investors. Additionally, its strong regulatory framework and commitment to enhancing energy infrastructure further equip Southern Company Series 2 to navigate the evolving challenges of the energy market effectively.

Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

Want to dig deeper into these stocks?