Southern Company (SO)vsUGI Corporation (UGI)
SO
Southern Company
$92.60
+1.22%
UTILITIES · Cap: $102.01B
UGI
UGI Corporation
$34.85
+1.43%
UTILITIES · Cap: $7.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 310% more annual revenue ($30.18B vs $7.36B). SO leads profitability with a 14.5% profit margin vs 8.7%. SO appears more attractively valued with a PEG of 2.53. UGI earns a higher WallStSmart Score of 60/100 (C).
SO
Buy56
out of 100
Grade: C
UGI
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-47.7%
Fair Value
$62.70
Current Price
$92.60
$29.90 premium
Margin of Safety
-12.3%
Fair Value
$33.96
Current Price
$34.85
$0.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Reasonable price relative to book value
Strong operational efficiency at 30.4%
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.8%
Negative free cash flow — burning cash
0.7% revenue growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.
Bull Case : UGI
The strongest argument for UGI centers on Price/Book, Operating Margin, P/E Ratio.
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 : UGI
The primary concerns for UGI are Revenue Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
UGI carries more volatility with a beta of 0.95 — expect wider price swings.
SO is growing revenue faster at 8.0% — sustainability is the question.
UGI generates stronger free cash flow (494M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UGI scores higher overall (60/100 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.
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?