WallStSmart

APA Corporation (APA)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 3094% more annual revenue ($267.34B vs $8.37B). APA leads profitability with a 18.3% profit margin vs 7.0%. APA appears more attractively valued with a PEG of 0.62. APA earns a higher WallStSmart Score of 80/100 (B+).

APA

Strong Buy

80

out of 100

Grade: B+

Growth: 4.7Profit: 8.5Value: 8.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.24

SHEL

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APAUndervalued (+26.1%)

Margin of Safety

+26.1%

Fair Value

$50.09

Current Price

$38.22

$11.87 discount

UndervaluedFair: $50.09Overvalued
SHELSignificantly Overvalued (-59.1%)

Margin of Safety

-59.1%

Fair Value

$53.84

Current Price

$85.40

$31.56 premium

UndervaluedFair: $53.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APA6 strengths · Avg: 8.8/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

Return on EquityProfitability
23.8%9/10

Every $100 of equity generates 24 in profit

PEG RatioValuation
0.628/10

Growing faster than its price suggests

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

EPS GrowthGrowth
32.2%8/10

Earnings expanding 32.2% YoY

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$238.11B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.6%8/10

Earnings expanding 26.6% YoY

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

Areas to Watch

APA3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.9%2/10

Revenue declined 11.9%

Altman Z-ScoreHealth
1.242/10

Distress zone — elevated risk

SHEL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : APA

The strongest argument for APA centers on P/E Ratio, Operating Margin, Return on Equity. Profitability is solid with margins at 18.3% and operating margin at 38.5%. PEG of 0.62 suggests the stock is reasonably priced for its growth.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : APA

The primary concerns for APA are Piotroski F-Score, Revenue Growth, Altman Z-Score.

Bear Case : SHEL

The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

APA profiles as a declining stock while SHEL is a value play — different risk/reward profiles.

APA carries more volatility with a beta of 0.33 — expect wider price swings.

SHEL is growing revenue faster at 0.7% — sustainability is the question.

SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

APA scores higher overall (80/100 vs 63/100), backed by strong 18.3% margins. 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.

APA Corporation

ENERGY · OIL & GAS E&P · USA

APA Corporation is the holding company for Apache Corporation, a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston.

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Shell PLC ADR

ENERGY · OIL & GAS INTEGRATED · USA

Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.

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