NewJersey Resources Corporation (NJR)vsSouthern Company (SO)
NJR
NewJersey Resources Corporation
$55.40
-1.44%
UTILITIES · Cap: $5.59B
SO
Southern Company
$96.70
+3.41%
UTILITIES · Cap: $109.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 1273% more annual revenue ($29.55B vs $2.15B). NJR leads profitability with a 15.2% profit margin vs 14.7%. NJR appears more attractively valued with a PEG of 2.23. NJR earns a higher WallStSmart Score of 61/100 (C+).
NJR
Buy61
out of 100
Grade: C+
SO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.7%
Fair Value
$39.24
Current Price
$55.40
$16.16 premium
Margin of Safety
-35.0%
Fair Value
$71.61
Current Price
$96.70
$25.09 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 29.6%
Revenue surging 23.9% year-over-year
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Earnings declined 7.6%
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : NJR
The strongest argument for NJR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 15.2% and operating margin at 29.6%. Revenue growth of 23.9% demonstrates continued momentum.
Bull Case : SO
The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : NJR
The primary concerns for NJR are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
NJR profiles as a growth stock while SO is a value play — different risk/reward profiles.
NJR carries more volatility with a beta of 0.56 — expect wider price swings.
NJR is growing revenue faster at 23.9% — sustainability is the question.
NJR generates stronger free cash flow (-140M), providing more financial flexibility.
Bottom Line
NJR scores higher overall (61/100 vs 54/100), backed by strong 15.2% margins and 23.9% revenue growth. 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.
NewJersey Resources Corporation
UTILITIES · UTILITIES - REGULATED GAS · USA
New Jersey Resources Corporation, an energy services portfolio company, provides regulated gas distribution and retail and wholesale energy services. The company is headquartered in Wall, 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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