WallStSmart

The Southern Company JR 2017B NT 77 (SOJC)vsUniversal Health Realty Income Trust (UHT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UHT leads profitability with a 19.1% profit margin vs 0.0%. SOJC trades at a lower P/E of 23.2x. UHT earns a higher WallStSmart Score of 65/100 (C+).

SOJC

Avoid

21

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.65

UHT

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 8.0Quality: 3.0
Piotroski: 4/9Altman Z: 0.36
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SOJC.

UHTUndervalued (+45.9%)

Margin of Safety

+45.9%

Fair Value

$79.20

Current Price

$40.40

$38.80 discount

UndervaluedFair: $79.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SOJC0 strengths · Avg: 0/10

No standout strengths identified

UHT3 strengths · Avg: 8.7/10
Operating MarginProfitability
37.9%10/10

Strong operational efficiency at 37.9%

PEG RatioValuation
0.638/10

Growing faster than its price suggests

EPS GrowthGrowth
33.4%8/10

Earnings expanding 33.4% YoY

Areas to Watch

SOJC4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

UHT4 concerns · Avg: 3.3/10
P/E RatioValuation
29.4x4/10

Moderate valuation

Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Market CapQuality
$567.48M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SOJC

SOJC has a balanced fundamental profile.

Bull Case : UHT

The strongest argument for UHT centers on Operating Margin, PEG Ratio, EPS Growth. Profitability is solid with margins at 19.1% and operating margin at 37.9%. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bear Case : SOJC

The primary concerns for SOJC are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Bear Case : UHT

The primary concerns for UHT are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.75 is elevated, increasing financial risk.

Key Dynamics to Monitor

UHT is growing revenue faster at 0.7% — sustainability is the question.

UHT generates stronger free cash flow (13M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

UHT scores higher overall (65/100 vs 21/100), backed by strong 19.1% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Southern Company JR 2017B NT 77

REAL ESTATE · REIT - RESIDENTIAL · USA

The Southern Company is dedicated to the generation, transmission and distribution of electric power. The company is headquartered in Atlanta, Georgia.

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Universal Health Realty Income Trust

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including intensive care hospitals, rehabilitation hospitals, subacute care facilities, medical / office buildings, emergency departments independent and child care centers.

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