Southern Company (The) Series 2 (SOJE)vsSunoco LP (SUN)
SOJE
Southern Company (The) Series 2
$17.22
-1.03%
NONE · Cap: $65.72B
SUN
Sunoco LP
$68.42
+2.29%
ENERGY · Cap: $12.89B
Smart Verdict
WallStSmart Research — data-driven comparison
SUN leads profitability with a 2.1% profit margin vs 0.0%. SUN earns a higher WallStSmart Score of 52/100 (C-).
SOJE
Avoid25
out of 100
Grade: F
SUN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SOJE.
Margin of Safety
+56.4%
Fair Value
$137.02
Current Price
$68.42
$68.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Revenue surging 63.2% year-over-year
Areas to Watch
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
2.1% margin — thin
Operating margin of 2.7%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : SOJE
The strongest argument for SOJE centers on Market Cap.
Bull Case : SUN
The strongest argument for SUN centers on Price/Book, Revenue Growth. Revenue growth of 63.2% demonstrates continued momentum.
Bear Case : SOJE
The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin.
Bear Case : SUN
The primary concerns for SUN are P/E Ratio, Profit Margin, Operating Margin. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
SOJE profiles as a value stock while SUN is a hypergrowth play — different risk/reward profiles.
SUN is growing revenue faster at 63.2% — sustainability is the question.
SUN generates stronger free cash flow (246M), providing more financial flexibility.
Monitor NONE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SUN scores higher overall (52/100 vs 25/100) and 63.2% revenue growth. 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.
Southern Company (The) Series 2
NONE · NONE · USA
Southern Company Series 2 is a prominent entity in the utility sector, specializing in the provision of reliable and sustainable energy solutions primarily across the Southeastern United States. As a subsidiary of the larger Southern Company, it benefits from a solid financial footing and a diversified energy mix that includes natural gas, nuclear, and renewable resources. The company's forward-thinking approach to innovation and dedication to environmental stewardship positions it strategically for the ongoing energy transition, thus appealing to institutional investors. Additionally, its strong regulatory framework and commitment to enhancing energy infrastructure further equip Southern Company Series 2 to navigate the evolving challenges of the energy market effectively.
Sunoco LP
ENERGY · OIL & GAS REFINING & MARKETING · USA
Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.
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