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STOCK COMPARISON

Southern Company (The) Series 2 vs Vistra: Fair Value & Quality

Both stocks run through our valuation models. Here is how Southern Company (The) Series 2 (SOJE) and Vistra (VST) compare, as of Aug 10, 2026.

As of Aug 10, 2026, Fair Value Calculator sees Southern Company (The) Series 2 as the more attractively valued of the two: Southern Company (The) Series 2 trades at $16.39 versus a fair value of $18.75 (+14%), while Vistra trades at $141 versus $85.66 (-39%).
Southern Company (The) Series 2
SOJE · USD · Utilities
+14%
upside to fair value
undervalued
Price$16.39
Fair Value$18.75
Quality44/100
Vistra
VST · USD · Utilities
-39%
upside to fair value
overvalued
Price$141
Fair Value$85.66
Quality42/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Southern Company (The) Series 2Vistra
Valuation
P/E (TTM)26.6×
P/S (TTM)2.76×
1.82×P/B10.48×
7.6×EV/EBITDA10.1×
PEG0.47×
5.9%Dividend yield0.6%
Dividend per share$0.91
Profitability
0%Net margin12%
0%Operating margin27%
12%Return on equity43%
0%Return on assets6%
Growth
0%Revenue growth (YoY)43%
0.3%Avg. growth/yr (3Y)-1.6%
7.7%Avg. growth/yr (5Y)8.9%
Balance & size
1.25×Debt / equity3.10×
$66BMarket cap$54B
expensiveGrowth qualityexpensive

Vistra leads: 5 to 6 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Southern Company (The) Series 2of which business quality 41 · market factors 48 Vistraof which business quality 38 · market factors 19
ProfitabilityMargins and returns on capital today
32
33
Quality GrowthAre margins and returns improving?
38
1
CashflowEarnings quality: real cash, not paper profit
50
51
Fin. StrengthBalance sheet, leverage, solvency risk
17
6
InvestmentDisciplined investing over empire-building
49
51
Low VolatilityCalm price path (market factor)
100
27
MomentumPrice trend over the last 3–12 months (market factor)
34
23
52W MomentumDistance to the 52-week high (market factor)
14
5
Net IssuanceBuybacks instead of dilution
71
100

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Southern Company (The) Series 2

Earnings-Based$7.07
Multiples$17.41
Asset-Based$6.02
Economic Profit$8.48
Growth Earnings$16.52

7 of 13 models see the stock below the current price.

Vistra

DCF Models$41.15
Earnings-Based$14.81
Dividend Discount$24.74
Multiples$37.44
Asset-Based$10.15
Economic Profit$22.72
Growth Earnings$43.45

16 of 16 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Southern Company (The) Series 2
Bear $13.13Fair Value $18.75Bull $24.38
$16.39 = current price (white tick)
Vistra
Bear $30.44Fair Value $85.66Bull $97.02
$141 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Southern Company (The) Series 2 · Utilities

Quality score44 · below median
Fair value upside+14% · above median

Vistra · Utilities

Quality score42 · below median
Fair value upside-39% · below median

Bottom line

As of Aug 10, 2026, Fair Value Calculator sees Southern Company (The) Series 2 as the more attractively valued of the two: Southern Company (The) Series 2 trades at $16.39 versus a fair value of $18.75 (+14%), while Vistra trades at $141 versus $85.66 (-39%).

Southern Company (The) Series 2 has the higher quality score (44/100).

See the full analysis →

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.