WallStSmart

Antero Resources Corp (AR)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 4524% more annual revenue ($267.34B vs $5.78B). AR leads profitability with a 18.8% profit margin vs 7.0%. AR appears more attractively valued with a PEG of 0.73. AR earns a higher WallStSmart Score of 81/100 (A-).

AR

Exceptional Buy

81

out of 100

Grade: A-

Growth: 6.0Profit: 7.5Value: 9.3Quality: 5.0
Piotroski: 7/9Altman Z: 1.39

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

ARUndervalued (+50.9%)

Margin of Safety

+50.9%

Fair Value

$73.60

Current Price

$34.71

$38.89 discount

UndervaluedFair: $73.60Overvalued
SHELSignificantly Overvalued (-69.4%)

Margin of Safety

-69.4%

Fair Value

$54.31

Current Price

$88.50

$34.19 premium

UndervaluedFair: $54.31Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AR5 strengths · Avg: 9.2/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
79.9%10/10

Earnings expanding 79.9% YoY

PEG RatioValuation
0.738/10

Growing faster than its price suggests

Operating MarginProfitability
26.0%8/10

Strong operational efficiency at 26.0%

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$250.42B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.6%8/10

Earnings expanding 26.6% YoY

Free Cash FlowQuality
$2.31B8/10

Generating 2.3B in free cash flow

Areas to Watch

AR1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.392/10

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 : AR

The strongest argument for AR centers on P/E Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 18.8% and operating margin at 26.0%. Revenue growth of 12.6% demonstrates continued momentum.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.29 suggests the stock is reasonably priced for its growth.

Bear Case : AR

The primary concerns for AR are Altman Z-Score.

Bear Case : SHEL

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

Key Dynamics to Monitor

AR profiles as a mature stock while SHEL is a value play — different risk/reward profiles.

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

AR is growing revenue faster at 12.6% — sustainability is the question.

SHEL generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

AR scores higher overall (81/100 vs 63/100), backed by strong 18.8% margins and 12.6% revenue growth. Both earn "Exceptional 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.

Antero Resources Corp

ENERGY · OIL & GAS E&P · USA

Antero Resources Corporation, an independent oil and natural gas company, acquires, explores, develops, and produces natural gas, natural gas liquids, and oil properties in the United States. The company is headquartered in Denver, Colorado.

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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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