WallStSmart

Southern Company (The) Series 2 (SOJE)vsWoodside Energy Group Ltd (WDS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

WDS leads profitability with a 20.9% profit margin vs 0.0%. WDS earns a higher WallStSmart Score of 53/100 (C-).

SOJE

Avoid

25

out of 100

Grade: F

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

WDS

Buy

53

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 8.0Quality: 4.8
Piotroski: 2/9Altman Z: 1.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SOJE.

WDSUndervalued (+31.7%)

Margin of Safety

+31.7%

Fair Value

$27.46

Current Price

$23.85

$3.61 discount

UndervaluedFair: $27.46Overvalued

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

WDS3 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
20.9%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

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%

WDS4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.1%2/10

Revenue declined 11.1%

EPS GrowthGrowth
-14.4%2/10

Earnings declined 14.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : SOJE

The strongest argument for SOJE centers on Market Cap.

Bull Case : WDS

The strongest argument for WDS centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.9% and operating margin at 19.1%. PEG of 1.33 suggests the stock is reasonably priced for its growth.

Bear Case : SOJE

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

Bear Case : WDS

The primary concerns for WDS are Return on Equity, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

SOJE profiles as a value stock while WDS is a declining play — different risk/reward profiles.

SOJE is growing revenue faster at 0.0% — sustainability is the question.

WDS generates stronger free cash flow (417M), providing more financial flexibility.

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

Bottom Line

WDS scores higher overall (53/100 vs 25/100), backed by strong 20.9% margins. 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.

Woodside Energy Group Ltd

ENERGY · OIL & GAS E&P · USA

Woodside Energy Group Ltd is engaged in the exploration, evaluation, development, production, marketing and sale of hydrocarbons in Oceania, Asia, Canada, Africa and internationally. The company is headquartered in Perth, Australia.

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