WallStSmart

Oxford Lane Capital Corp. 6.75% Notes due 2031 (OXLCL)vsSouthern Company (The) Series 2 (SOJE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SOJE leads profitability with a 0.0% profit margin vs 0.0%. OXLCL earns a higher WallStSmart Score of 27/100 (F).

OXLCL

Avoid

27

out of 100

Grade: F

Growth: 4.3Profit: 3.5Value: 5.0Quality: 6.8
Piotroski: 3/9

SOJE

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.65

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OXLCL0 strengths · Avg: 0/10

No standout strengths identified

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

Large-cap with strong market position

Areas to Watch

OXLCL4 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

Market CapQuality
$758.22M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

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 : OXLCL

OXLCL has a balanced fundamental profile.

Bull Case : SOJE

The strongest argument for SOJE centers on Market Cap.

Bear Case : OXLCL

The primary concerns for OXLCL are Revenue Growth, EPS Growth, Market Cap.

Bear Case : SOJE

The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Key Dynamics to Monitor

SOJE is growing revenue faster at 0.0% — sustainability is the question.

OXLCL generates stronger free cash flow (249M), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OXLCL scores higher overall (27/100 vs 25/100). Both earn "Avoid" 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.

Oxford Lane Capital Corp. 6.75% Notes due 2031

NONE · NONE · USA

Oxford Lane Capital Corp. is a specialized closed-end investment firm that delivers attractive risk-adjusted returns primarily through a focus on senior secured loans and a diverse array of debt instruments. Its 6.75% Notes due 2031 provide institutional investors with a stable income stream, underscoring the firm’s commitment to consistent cash flow generation. With a seasoned management team boasting extensive experience in credit markets, Oxford Lane is strategically positioned to pursue value-added investments while maintaining a robust emphasis on capital preservation. This approach offers institutional investors an appealing opportunity for both diversification and income enhancement within their portfolios.

Southern Company (The) Series 2

NONE · NONE · USA

Southern Company Series 2 is a prominent entity within the utility sector, renowned for its provision of reliable and sustainable energy across the Southeastern United States. As a subsidiary of Southern Company, it benefits from a solid financial framework and a diverse energy mix, which includes natural gas, nuclear, and renewable sources, positioning itself well for future growth. The company’s focus on innovation and environmental responsibility aligns with the ongoing energy transition, making it a compelling investment opportunity for institutional investors. Additionally, Southern Company Series 2's commitment to regulatory compliance and robust infrastructure development allows it to navigate the evolving challenges of the energy market effectively.

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