Suburban Propane Partners LP (SPH)vsSouthwest Gas Holdings Inc (SWX)
SPH
Suburban Propane Partners LP
$16.61
+0.85%
UTILITIES · Cap: $1.12B
SWX
Southwest Gas Holdings Inc
$82.24
+0.45%
UTILITIES · Cap: $6.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Southwest Gas Holdings Inc generates 25% more annual revenue ($1.74B vs $1.39B). SWX leads profitability with a 31.4% profit margin vs 9.4%. SPH appears more attractively valued with a PEG of 1.21. SWX earns a higher WallStSmart Score of 65/100 (B-).
SPH
Buy53
out of 100
Grade: C-
SWX
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.2%
Fair Value
$30.00
Current Price
$16.61
$13.39 discount
Intrinsic value data unavailable for SWX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 24.2%
Earnings expanding 20.9% YoY
Areas to Watch
0.5% revenue growth
Smaller company, higher risk/reward
Operating margin of 0.8%
Elevated debt levels
Expensive relative to growth rate
Revenue declined 9.6%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SPH
The strongest argument for SPH centers on P/E Ratio, Price/Book. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull Case : SWX
The strongest argument for SWX centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.4% and operating margin at 24.2%.
Bear Case : SPH
The primary concerns for SPH are Revenue Growth, Market Cap, Operating Margin. Debt-to-equity of 1.86 is elevated, increasing financial risk.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
SPH profiles as a value stock while SWX is a declining play — different risk/reward profiles.
SWX carries more volatility with a beta of 0.56 — expect wider price swings.
SPH is growing revenue faster at 0.5% — sustainability is the question.
SPH generates stronger free cash flow (74M), providing more financial flexibility.
Bottom Line
SWX scores higher overall (65/100 vs 53/100), backed by strong 31.4% margins. SPH offers better value entry with a 33.2% margin of safety. Both earn "Strong 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.
Suburban Propane Partners LP
UTILITIES · UTILITIES - REGULATED GAS · USA
Suburban Propane Partners, LP, is engaged in the marketing and retail distribution of propane, fuel oil, and refined fuels. The company is headquartered in Whippany, New Jersey.
Southwest Gas Holdings Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.
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