WallStSmart

IDACORP Inc (IDA)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 1574% more annual revenue ($30.18B vs $1.80B). IDA leads profitability with a 18.8% profit margin vs 15.4%. IDA appears more attractively valued with a PEG of 1.89. SO earns a higher WallStSmart Score of 66/100 (B-).

IDA

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 7.0Value: 4.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.96

SO

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 4.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IDASignificantly Overvalued (-85.5%)

Margin of Safety

-85.5%

Fair Value

$74.24

Current Price

$135.54

$61.30 premium

UndervaluedFair: $74.24Overvalued
SOSignificantly Overvalued (-40.5%)

Margin of Safety

-40.5%

Fair Value

$62.06

Current Price

$87.17

$25.11 premium

UndervaluedFair: $62.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IDA2 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.5%8/10

Strong operational efficiency at 27.5%

SO4 strengths · Avg: 8.3/10
Market CapQuality
$100.28B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

EPS GrowthGrowth
30.4%8/10

Earnings expanding 30.4% YoY

Areas to Watch

IDA4 concerns · Avg: 3.8/10
PEG RatioValuation
1.894/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

EPS GrowthGrowth
1.7%4/10

1.7% earnings growth

Debt/EquityHealth
1.063/10

Elevated debt levels

SO4 concerns · Avg: 3.5/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Debt/EquityHealth
1.953/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : IDA

The strongest argument for IDA centers on Price/Book, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 27.5%.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.

Bear Case : IDA

The primary concerns for IDA are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : SO

The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Key Dynamics to Monitor

IDA carries more volatility with a beta of 0.47 — expect wider price swings.

IDA is growing revenue faster at 4.2% — sustainability is the question.

SO generates stronger free cash flow (-293M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (66/100 vs 54/100), backed by strong 15.4% margins. 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.

IDACORP Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

IDACORP, Inc. is dedicated to the generation, transmission, distribution, purchase and sale of electrical energy in the United States. The company is headquartered in Boise, Idaho.

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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