WallStSmart

Marathon Petroleum Corp (MPC)vsSouthern Company (The) Series 2 (SOJE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MPC leads profitability with a 3.4% profit margin vs 0.0%. MPC earns a higher WallStSmart Score of 69/100 (B-).

MPC

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 6.0Value: 6.0Quality: 5.0
Piotroski: 5/9Altman Z: 2.83

SOJE

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 2.5
Piotroski: 2/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MPCSignificantly Overvalued (-27.6%)

Margin of Safety

-27.6%

Fair Value

$163.47

Current Price

$262.01

$98.54 premium

UndervaluedFair: $163.47Overvalued

Intrinsic value data unavailable for SOJE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MPC5 strengths · Avg: 8.8/10
EPS GrowthGrowth
350.7%10/10

Earnings expanding 350.7% YoY

Market CapQuality
$76.80B9/10

Large-cap with strong market position

Return on EquityProfitability
27.6%9/10

Every $100 of equity generates 28 in profit

PEG RatioValuation
1.008/10

Growing faster than its price suggests

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

SOJE1 strengths · Avg: 9.0/10
Market CapQuality
$65.72B9/10

Large-cap with strong market position

Areas to Watch

MPC3 concerns · Avg: 2.3/10
Profit MarginProfitability
3.4%3/10

3.4% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Debt/EquityHealth
2.051/10

Elevated debt levels

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : MPC

The strongest argument for MPC centers on EPS Growth, Market Cap, Return on Equity. PEG of 1.00 suggests the stock is reasonably priced for its growth.

Bull Case : SOJE

The strongest argument for SOJE centers on Market Cap.

Bear Case : MPC

The primary concerns for MPC are Profit Margin, Operating Margin, Debt/Equity. Debt-to-equity of 2.05 is elevated, increasing financial risk. Thin 3.4% margins leave little buffer for downturns.

Bear Case : SOJE

The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 2.05 is elevated, increasing financial risk.

Key Dynamics to Monitor

MPC is growing revenue faster at 8.8% — sustainability is the question.

MPC generates stronger free cash flow (208M), providing more financial flexibility.

Monitor OIL & GAS REFINING & MARKETING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MPC scores higher overall (69/100 vs 25/100). Both earn "Strong 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.

Marathon Petroleum Corp

ENERGY · OIL & GAS REFINING & MARKETING · USA

Marathon Petroleum Corporation is an American petroleum refining, marketing, and transportation company headquartered in Findlay, Ohio.

Visit Website →

Southern Company (The) Series 2

NONE · NONE · USA

Southern Company Series 2 is a leading player in the utility sector, focused on delivering reliable and sustainable energy solutions throughout the Southeastern United States. As a subsidiary of Southern Company, it enjoys a robust financial foundation and a diverse energy portfolio that includes natural gas, nuclear, and renewable sources. The company's commitment to innovation and environmental stewardship not only positions it advantageously for the ongoing energy transition but also makes it an attractive investment for institutional investors. Furthermore, its strong regulatory compliance and dedication to enhancing energy infrastructure empower Southern Company Series 2 to adeptly handle the dynamic challenges of the energy market.

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