WallStSmart

Genie Energy Ltd (GNE)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 6015% more annual revenue ($29.55B vs $483.28M). SO leads profitability with a 14.7% profit margin vs 1.0%. SO trades at a lower P/E of 24.1x. SO earns a higher WallStSmart Score of 54/100 (C-).

GNE

Hold

44

out of 100

Grade: D

Growth: 5.3Profit: 5.0Value: 3.0Quality: 5.0

SO

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GNESignificantly Overvalued (-606.6%)

Margin of Safety

-606.6%

Fair Value

$1.97

Current Price

$13.95

$11.97 premium

UndervaluedFair: $1.97Overvalued
SOSignificantly Overvalued (-254.9%)

Margin of Safety

-254.9%

Fair Value

$26.66

Current Price

$94.61

$67.95 premium

UndervaluedFair: $26.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GNE2 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.6%8/10

Revenue surging 23.6% year-over-year

SO2 strengths · Avg: 8.5/10
Market CapQuality
$105.91B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

GNE4 concerns · Avg: 2.8/10
Market CapQuality
$388.95M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

P/E RatioValuation
50.6x2/10

Premium valuation, high expectations priced in

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.672/10

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 : GNE

The strongest argument for GNE centers on Price/Book, Revenue Growth. Revenue growth of 23.6% demonstrates continued momentum.

Bull Case : SO

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

Bear Case : GNE

The primary concerns for GNE are Market Cap, Return on Equity, Profit Margin. A P/E of 50.6x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.

Bear Case : SO

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

Key Dynamics to Monitor

GNE profiles as a growth stock while SO is a value play — different risk/reward profiles.

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

GNE is growing revenue faster at 23.6% — sustainability is the question.

GNE generates stronger free cash flow (12M), providing more financial flexibility.

Bottom Line

SO scores higher overall (54/100 vs 44/100) and 10.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Genie Energy Ltd

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Genie Energy Ltd. supplies electricity and natural gas to residential and small business customers in the United States, Europe and Asia. The company is headquartered in Newark, New Jersey.

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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