Southern Company (SO)vsUGI Corporation (UGI)
SO
Southern Company
$87.17
-0.66%
UTILITIES · Cap: $100.28B
UGI
UGI Corporation
$37.99
-0.03%
UTILITIES · Cap: $8.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 314% more annual revenue ($30.18B vs $7.30B). SO leads profitability with a 15.4% profit margin vs 9.2%. SO appears more attractively valued with a PEG of 2.07. SO earns a higher WallStSmart Score of 66/100 (B-).
SO
Strong Buy66
out of 100
Grade: B-
UGI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.5%
Fair Value
$62.06
Current Price
$87.17
$25.11 premium
Margin of Safety
-13.7%
Fair Value
$33.54
Current Price
$37.99
$4.45 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 29.6%
Earnings expanding 30.4% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
0.1% revenue growth
Elevated debt levels
Weak financial health signals
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.
Bull Case : UGI
The strongest argument for UGI centers on P/E Ratio, Price/Book.
Bear Case : SO
The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Bear Case : UGI
The primary concerns for UGI are Debt/Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
UGI carries more volatility with a beta of 0.96 — expect wider price swings.
SO is growing revenue faster at 0.1% — sustainability is the question.
UGI generates stronger free cash flow (16M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SO scores higher overall (66/100 vs 48/100), backed by strong 15.4% margins. Both earn "Strong Buy" and "Hold" 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.
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