WallStSmart

Southern Company (SO)vsUNITIL Corporation (UTL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 5414% more annual revenue ($29.55B vs $536.00M). SO leads profitability with a 14.7% profit margin vs 9.4%. SO appears more attractively valued with a PEG of 2.66. UTL earns a higher WallStSmart Score of 60/100 (C+).

SO

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 3.3Quality: 5.0

UTL

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 6.5Value: 5.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-35.0%)

Margin of Safety

-35.0%

Fair Value

$71.61

Current Price

$96.70

$25.09 premium

UndervaluedFair: $71.61Overvalued
UTLUndervalued (+12.6%)

Margin of Safety

+12.6%

Fair Value

$58.31

Current Price

$52.46

$5.85 discount

UndervaluedFair: $58.31Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO1 strengths · Avg: 9.0/10
Market CapQuality
$109.01B9/10

Large-cap with strong market position

UTL4 strengths · Avg: 8.0/10
P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
21.7%8/10

Strong operational efficiency at 21.7%

Revenue GrowthGrowth
26.7%8/10

Revenue surging 26.7% year-over-year

Areas to Watch

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.662/10

Expensive relative to growth rate

EPS GrowthGrowth
-22.1%2/10

Earnings declined 22.1%

Free Cash FlowQuality
$-1.86B2/10

Negative free cash flow — burning cash

UTL4 concerns · Avg: 2.8/10
Market CapQuality
$953.08M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.543/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : SO

The strongest argument for SO centers on Market Cap. Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : UTL

The strongest argument for UTL centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 26.7% demonstrates continued momentum.

Bear Case : SO

The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.

Bear Case : UTL

The primary concerns for UTL are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.54 is elevated, increasing financial risk.

Key Dynamics to Monitor

SO profiles as a value stock while UTL is a growth play — different risk/reward profiles.

UTL carries more volatility with a beta of 0.44 — expect wider price swings.

UTL is growing revenue faster at 26.7% — sustainability is the question.

UTL generates stronger free cash flow (-36M), providing more financial flexibility.

Bottom Line

UTL scores higher overall (60/100 vs 54/100) and 26.7% revenue growth. 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.

UNITIL Corporation

UTILITIES · UTILITIES - DIVERSIFIED · USA

Unitil Corporation, a utility holding company, is engaged in the distribution of electricity and natural gas. The company is headquartered in Hampton, New Hampshire.

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