WallStSmart

Southern Company (SO)vsSuburban Propane Partners LP (SPH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 2066% more annual revenue ($30.18B vs $1.39B). SO leads profitability with a 14.5% profit margin vs 9.6%. SPH appears more attractively valued with a PEG of 1.21. SPH earns a higher WallStSmart Score of 58/100 (C).

SO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 2.5
Piotroski: 2/9Altman Z: 0.65

SPH

Buy

58

out of 100

Grade: C

Growth: 2.0Profit: 7.5Value: 8.7Quality: 6.3
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-54.7%)

Margin of Safety

-54.7%

Fair Value

$62.79

Current Price

$95.69

$32.90 premium

UndervaluedFair: $62.79Overvalued
SPHUndervalued (+34.8%)

Margin of Safety

+34.8%

Fair Value

$30.77

Current Price

$17.10

$13.67 discount

UndervaluedFair: $30.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO3 strengths · Avg: 8.3/10
Market CapQuality
$109.53B9/10

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%

SPH4 strengths · Avg: 8.8/10
P/E RatioValuation
8.9x10/10

Attractively priced relative to earnings

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.6%8/10

Strong operational efficiency at 28.6%

Areas to Watch

SO4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.732/10

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

SPH3 concerns · Avg: 2.3/10
Market CapQuality
$1.15B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-6.2%2/10

Revenue declined 6.2%

EPS GrowthGrowth
-1.9%2/10

Earnings declined 1.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : SO

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

Bull Case : SPH

The strongest argument for SPH centers on P/E Ratio, Debt/Equity, Price/Book. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bear Case : SO

The primary concerns for SO are Piotroski F-Score, PEG Ratio, EPS Growth. Debt-to-equity of 2.05 is elevated, increasing financial risk.

Bear Case : SPH

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

Key Dynamics to Monitor

SPH carries more volatility with a beta of 0.36 — expect wider price swings.

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

SPH generates stronger free cash flow (92M), providing more financial flexibility.

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

Bottom Line

SPH scores higher overall (58/100 vs 56/100). 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.

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.

Suburban Propane Partners LP

UTILITIES · UTILITIES - REGULATED GAS · USA

Suburban Propane Partners, LP, is engaged in the marketing and retail distribution of propane, fuel oil, and refined fuels. The company is headquartered in Whippany, New Jersey.

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