Suburban Propane Partners LP (SPH)vsSouthwest Gas Holdings Inc (SWX)
SPH
Suburban Propane Partners LP
$20.25
-1.03%
UTILITIES · Cap: $1.34B
SWX
Southwest Gas Holdings Inc
$85.82
-0.61%
UTILITIES · Cap: $6.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Southwest Gas Holdings Inc generates 36% more annual revenue ($1.94B vs $1.43B). SWX leads profitability with a 22.7% profit margin vs 9.3%. SPH appears more attractively valued with a PEG of 1.21. SPH earns a higher WallStSmart Score of 65/100 (B-).
SPH
Strong Buy65
out of 100
Grade: B-
SWX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.7%
Fair Value
$94.07
Current Price
$20.25
$73.82 discount
Margin of Safety
-289.0%
Fair Value
$22.10
Current Price
$85.82
$63.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 130.0% YoY
Every $100 of equity generates 23 in profit
Reasonable price relative to book value
Strong operational efficiency at 33.9%
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Revenue declined 80.0%
Negative free cash flow — burning cash
Expensive relative to growth rate
Moderate valuation
ROE of 6.1% — below average capital efficiency
Revenue declined 13.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : SPH
The strongest argument for SPH centers on P/E Ratio, EPS Growth, Return on Equity. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.
Bear Case : SPH
The primary concerns for SPH are Market Cap, Revenue Growth, Free Cash Flow.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
SPH profiles as a value stock while SWX is a declining play — different risk/reward profiles.
SWX carries more volatility with a beta of 0.60 — expect wider price swings.
SWX is growing revenue faster at -13.1% — sustainability is the question.
SPH generates stronger free cash flow (-67M), providing more financial flexibility.
Bottom Line
SPH scores higher overall (65/100 vs 57/100). Both earn "Strong 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.
Suburban Propane Partners LP
UTILITIES · UTILITIES - REGULATED GAS · USA
Suburban Propane Partners, LP, is engaged in the marketing and retail distribution of propane, fuel oil, and refined fuels. The company is headquartered in Whippany, New Jersey.
Southwest Gas Holdings Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.
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