Southern Company (SO)vsUGI Corporation (UGI)
SO
Southern Company
$96.70
+3.41%
UTILITIES · Cap: $109.01B
UGI
UGI Corporation
$37.57
-0.53%
UTILITIES · Cap: $8.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 303% more annual revenue ($29.55B vs $7.34B). SO leads profitability with a 14.7% profit margin vs 8.2%. SO appears more attractively valued with a PEG of 2.66. UGI earns a higher WallStSmart Score of 54/100 (C-).
SO
Buy54
out of 100
Grade: C-
UGI
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-35.0%
Fair Value
$71.61
Current Price
$96.70
$25.09 premium
Margin of Safety
+20.3%
Fair Value
$47.85
Current Price
$37.57
$10.28 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Areas to Watch
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
2.6% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 23.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : SO
The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.
Bull Case : UGI
The strongest argument for UGI centers on P/E Ratio, Price/Book, Operating Margin.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : UGI
The primary concerns for UGI are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
UGI carries more volatility with a beta of 1.07 — expect wider price swings.
SO is growing revenue faster at 10.1% — sustainability is the question.
UGI generates stronger free cash flow (-155M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SO scores higher overall (54/100 vs 54/100) and 10.1% revenue growth. UGI offers better value entry with a 20.3% margin of safety. 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.
UGI Corporation
UTILITIES · UTILITIES - REGULATED GAS · USA
UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.
Visit Website →Compare with Other UTILITIES - REGULATED ELECTRIC Stocks
Want to dig deeper into these stocks?