WallStSmart

Avista Corporation (AVA)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 1405% more annual revenue ($29.55B vs $1.96B). SO leads profitability with a 14.7% profit margin vs 9.8%. AVA appears more attractively valued with a PEG of 2.61. AVA earns a higher WallStSmart Score of 56/100 (C).

AVA

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.83

SO

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVAUndervalued (+2.1%)

Margin of Safety

+2.1%

Fair Value

$42.64

Current Price

$40.52

$2.12 discount

UndervaluedFair: $42.64Overvalued
SOSignificantly Overvalued (-35.0%)

Margin of Safety

-35.0%

Fair Value

$71.61

Current Price

$96.70

$25.09 premium

UndervaluedFair: $71.61Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVA3 strengths · Avg: 8.7/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
20.8%8/10

Strong operational efficiency at 20.8%

SO1 strengths · Avg: 9.0/10
Market CapQuality
$109.01B9/10

Large-cap with strong market position

Areas to Watch

AVA4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
2.8%4/10

2.8% earnings growth

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

Debt/EquityHealth
1.213/10

Elevated debt levels

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.662/10

Expensive relative to growth rate

EPS GrowthGrowth
-22.1%2/10

Earnings declined 22.1%

Free Cash FlowQuality
$-1.86B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AVA

The strongest argument for AVA centers on Price/Book, P/E Ratio, Operating Margin.

Bull Case : SO

The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.

Bear Case : AVA

The primary concerns for AVA are Revenue Growth, EPS Growth, Return on Equity.

Bear Case : SO

The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

SO carries more volatility with a beta of 0.41 — expect wider price swings.

SO is growing revenue faster at 10.1% — sustainability is the question.

AVA generates stronger free cash flow (-304M), providing more financial flexibility.

Monitor UTILITIES - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AVA scores higher overall (56/100 vs 54/100). Both earn "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.

Avista Corporation

UTILITIES · UTILITIES - DIVERSIFIED · USA

Avista Corporation is a natural gas and electric utility company. The company is headquartered in Spokane, Washington.

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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.

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