The Southern Company JR 2017B NT 77 (SOJC)vsW P Carey Inc (WPC)
SOJC
The Southern Company JR 2017B NT 77
$19.10
+0.47%
REAL ESTATE · Cap: $21.79B
WPC
W P Carey Inc
$69.12
-0.62%
REAL ESTATE · Cap: $16.21B
Smart Verdict
WallStSmart Research — data-driven comparison
WPC leads profitability with a 35.8% profit margin vs 0.0%. SOJC trades at a lower P/E of 23.2x. WPC earns a higher WallStSmart Score of 74/100 (B).
SOJC
Avoid21
out of 100
Grade: F
WPC
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SOJC.
Margin of Safety
+52.0%
Fair Value
$150.68
Current Price
$69.12
$81.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 59.3%
Earnings expanding 256.5% YoY
Reasonable price relative to book value
18.4% revenue growth
Areas to Watch
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
ROE of 7.5% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SOJC
SOJC has a balanced fundamental profile.
Bull Case : WPC
The strongest argument for WPC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 35.8% and operating margin at 59.3%. Revenue growth of 18.4% 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 : WPC
The primary concerns for WPC are Return on Equity, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
SOJC profiles as a value stock while WPC is a growth play — different risk/reward profiles.
WPC is growing revenue faster at 18.4% — sustainability is the question.
WPC generates stronger free cash flow (299M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WPC scores higher overall (74/100 vs 21/100), backed by strong 35.8% margins and 18.4% revenue growth. Both earn "Strong 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.
Visit Website →W P Carey Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.
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