WallStSmart

OGE Energy Corporation (OGE)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 824% more annual revenue ($30.18B vs $3.27B). SO leads profitability with a 14.5% profit margin vs 14.0%. SO appears more attractively valued with a PEG of 2.66. SO earns a higher WallStSmart Score of 56/100 (C).

OGE

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 6.0Value: 4.0Quality: 3.8
Piotroski: 3/9Altman Z: 1.06

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OGEOvervalued (-11.9%)

Margin of Safety

-11.9%

Fair Value

$40.44

Current Price

$47.35

$6.91 premium

UndervaluedFair: $40.44Overvalued
SOSignificantly Overvalued (-26.1%)

Margin of Safety

-26.1%

Fair Value

$73.33

Current Price

$91.80

$18.47 premium

UndervaluedFair: $73.33Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OGE1 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SO3 strengths · Avg: 8.3/10
Market CapQuality
$103.49B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

Areas to Watch

OGE4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.952/10

Expensive relative to growth rate

EPS GrowthGrowth
-22.6%2/10

Earnings declined 22.6%

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

Expensive relative to growth rate

EPS GrowthGrowth
-0.8%2/10

Earnings declined 0.8%

Free Cash FlowQuality
$-1.72B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : OGE

The strongest argument for OGE centers on Price/Book.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.

Bear Case : OGE

The primary concerns for OGE are Revenue Growth, Piotroski F-Score, PEG Ratio.

Bear Case : SO

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

Key Dynamics to Monitor

OGE carries more volatility with a beta of 0.54 — expect wider price swings.

SO is growing revenue faster at 8.0% — sustainability is the question.

OGE generates stronger free cash flow (-91M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (56/100 vs 49/100). 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.

OGE Energy Corporation

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

OGE Energy Corp. The company is headquartered in Oklahoma City, Oklahoma.

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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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