Southern Company (The) Series 2 (SOJE)vsSunoco LP (SUN)
SOJE
Southern Company (The) Series 2
$16.75
-0.18%
NONE · Cap: $65.72B
SUN
Sunoco LP
$66.25
-1.52%
ENERGY · Cap: $12.31B
Smart Verdict
WallStSmart Research — data-driven comparison
SUN leads profitability with a 3.1% profit margin vs 0.0%. SUN earns a higher WallStSmart Score of 67/100 (B-).
SOJE
Avoid25
out of 100
Grade: F
SUN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SOJE.
Margin of Safety
+36.0%
Fair Value
$93.42
Current Price
$66.25
$27.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Every $100 of equity generates 34 in profit
Revenue surging 106.4% year-over-year
Earnings expanding 135.5% YoY
Attractively priced relative to earnings
Areas to Watch
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
3.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SOJE
The strongest argument for SOJE centers on Market Cap.
Bull Case : SUN
The strongest argument for SUN centers on Price/Book, Return on Equity, Revenue Growth. Revenue growth of 106.4% demonstrates continued momentum.
Bear Case : SOJE
The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 2.05 is elevated, increasing financial risk.
Bear Case : SUN
The primary concerns for SUN are Profit Margin, Piotroski F-Score, PEG Ratio. Thin 3.1% 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 106.4% — sustainability is the question.
SUN generates stronger free cash flow (275M), providing more financial flexibility.
Monitor NONE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SUN scores higher overall (67/100 vs 25/100) and 106.4% revenue growth. Both earn "Strong 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 leading player in the utility sector, focused on delivering reliable and sustainable energy solutions throughout the Southeastern United States. As a subsidiary of Southern Company, it enjoys a robust financial foundation and a diverse energy portfolio that includes natural gas, nuclear, and renewable sources. The company's commitment to innovation and environmental stewardship not only positions it advantageously for the ongoing energy transition but also makes it an attractive investment for institutional investors. Furthermore, its strong regulatory compliance and dedication to enhancing energy infrastructure empower Southern Company Series 2 to adeptly handle the dynamic challenges of the energy market.
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.
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