WallStSmart

The Southern Company JR 2017B NT 77 (SOJC)vsVentas Inc (VTR)

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Smart Verdict

WallStSmart Research — data-driven comparison

VTR leads profitability with a 4.1% profit margin vs 0.0%. SOJC trades at a lower P/E of 22.0x. VTR earns a higher WallStSmart Score of 41/100 (D).

SOJC

Avoid

21

out of 100

Grade: F

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

VTR

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 4.5Value: 2.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SOJC.

VTROvervalued (-12.0%)

Margin of Safety

-12.0%

Fair Value

$76.68

Current Price

$85.86

$9.18 premium

UndervaluedFair: $76.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SOJC0 strengths · Avg: 0/10

No standout strengths identified

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

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%

VTR4 concerns · Avg: 2.5/10
Return on EquityProfitability
1.8%3/10

ROE of 1.8% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

PEG RatioValuation
4.942/10

Expensive relative to growth rate

P/E RatioValuation
159.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : SOJC

SOJC has a balanced fundamental profile.

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

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 : VTR

The primary concerns for VTR are Return on Equity, Profit Margin, PEG Ratio. A P/E of 159.0x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

SOJC profiles as a value stock while VTR is a growth play — different risk/reward profiles.

VTR is growing revenue faster at 21.7% — sustainability is the question.

VTR generates stronger free cash flow (-415M), providing more financial flexibility.

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

Bottom Line

VTR scores higher overall (41/100 vs 21/100) and 21.7% revenue growth. Both earn "Hold" 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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Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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