Phillips 66 (PSX)vsSouthern Company (The) Series 2 (SOJE)
PSX
Phillips 66
$184.13
+0.76%
ENERGY · Cap: $73.19B
SOJE
Southern Company (The) Series 2
$16.75
-0.18%
NONE · Cap: $65.72B
Smart Verdict
WallStSmart Research — data-driven comparison
PSX leads profitability with a 3.1% profit margin vs 0.0%. PSX earns a higher WallStSmart Score of 54/100 (C-).
PSX
Buy54
out of 100
Grade: C-
SOJE
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-65.2%
Fair Value
$110.02
Current Price
$184.13
$74.11 premium
Intrinsic value data unavailable for SOJE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Large-cap with strong market position
Reasonable price relative to book value
Large-cap with strong market position
Areas to Watch
3.1% margin — thin
Operating margin of 0.6%
Earnings declined 56.8%
Negative free cash flow — burning cash
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : PSX
The strongest argument for PSX centers on Altman Z-Score, Market Cap, Price/Book. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bull Case : SOJE
The strongest argument for SOJE centers on Market Cap.
Bear Case : PSX
The primary concerns for PSX are Profit Margin, Operating Margin, EPS Growth. Thin 3.1% 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
PSX is growing revenue faster at 6.9% — sustainability is the question.
SOJE generates stronger free cash flow (-1.7B), providing more financial flexibility.
Monitor OIL & GAS REFINING & MARKETING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PSX scores higher overall (54/100 vs 25/100). Both earn "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.
Phillips 66
ENERGY · OIL & GAS REFINING & MARKETING · USA
The Phillips 66 Company is an American multinational energy company headquartered in Westchase, Houston, Texas.
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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