WallStSmart

Southern Company (SO)vsThe York Water Company (YORW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 38045% more annual revenue ($30.18B vs $79.11M). YORW leads profitability with a 26.8% profit margin vs 14.5%. SO appears more attractively valued with a PEG of 2.53. YORW earns a higher WallStSmart Score of 61/100 (C+).

SO

Buy

56

out of 100

Grade: C

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

YORW

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 4.7Quality: 3.0
Piotroski: 1/9Altman Z: 0.72
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOSignificantly Overvalued (-47.7%)

Margin of Safety

-47.7%

Fair Value

$62.70

Current Price

$92.60

$29.90 premium

UndervaluedFair: $62.70Overvalued
YORWUndervalued (+0.0%)

Margin of Safety

+0.0%

Fair Value

$32.22

Current Price

$30.28

$1.94 discount

UndervaluedFair: $32.22Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SO3 strengths · Avg: 8.3/10
Market CapQuality
$102.01B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

YORW4 strengths · Avg: 8.8/10
Operating MarginProfitability
32.3%10/10

Strong operational efficiency at 32.3%

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
32.0%8/10

Earnings expanding 32.0% YoY

Areas to Watch

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

Weak financial health signals

PEG RatioValuation
2.532/10

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

YORW4 concerns · Avg: 2.5/10
Market CapQuality
$490.50M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
4.102/10

Expensive relative to growth rate

Free Cash FlowQuality
$-4.45M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : SO

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

Bull Case : YORW

The strongest argument for YORW centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 26.8% and operating margin at 32.3%.

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 : YORW

The primary concerns for YORW are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

SO profiles as a value stock while YORW is a mature play — different risk/reward profiles.

YORW carries more volatility with a beta of 0.62 — expect wider price swings.

YORW is growing revenue faster at 8.8% — sustainability is the question.

YORW generates stronger free cash flow (-4M), providing more financial flexibility.

Bottom Line

YORW scores higher overall (61/100 vs 56/100), backed by strong 26.8% margins. 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.

The York Water Company

UTILITIES · UTILITIES - REGULATED WATER · USA

The York Water Company seizes, purifies and distributes drinking water. The company is headquartered in York, Pennsylvania.

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