Occidental Petroleum Corporation (OXY)vsSouthern Company (SO)
OXY
Occidental Petroleum Corporation
$61.85
+0.98%
ENERGY · Cap: $60.74B
SO
Southern Company
$94.61
+0.67%
UTILITIES · Cap: $105.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 37% more annual revenue ($29.55B vs $21.59B). SO leads profitability with a 14.7% profit margin vs 10.8%. SO appears more attractively valued with a PEG of 2.67. SO earns a higher WallStSmart Score of 54/100 (C-).
OXY
Buy53
out of 100
Grade: C-
SO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-414.6%
Fair Value
$9.18
Current Price
$61.85
$52.67 premium
Margin of Safety
-254.9%
Fair Value
$26.66
Current Price
$94.61
$67.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 148.9% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.9B in free cash flow
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
ROE of 5.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : OXY
The strongest argument for OXY centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 148.9% demonstrates continued momentum.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : OXY
The primary concerns for OXY are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 45.4x leaves little room for execution misses.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
OXY profiles as a growth stock while SO is a value play — different risk/reward profiles.
SO carries more volatility with a beta of 0.41 — expect wider price swings.
OXY is growing revenue faster at 148.9% — sustainability is the question.
OXY generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
SO scores higher overall (54/100 vs 53/100) and 10.1% 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.
Occidental Petroleum Corporation
ENERGY · OIL & GAS E&P · USA
Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.
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.
Compare with Other OIL & GAS E&P Stocks
Want to dig deeper into these stocks?