WallStSmart

Alliance Resource Partners LP (ARLP)vsPetróleo Brasileiro S.A. - Petrobras (PBR-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petróleo Brasileiro S.A. - Petrobras generates 25124% more annual revenue ($548.49B vs $2.17B). PBR-A leads profitability with a 24.3% profit margin vs 12.2%. ARLP appears more attractively valued with a PEG of 0.55. PBR-A earns a higher WallStSmart Score of 83/100 (A-).

ARLP

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 6.5Value: 8.7Quality: 5.8
Piotroski: 3/9

PBR-A

Exceptional Buy

83

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 5.7Quality: 4.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARLPUndervalued (+43.5%)

Margin of Safety

+43.5%

Fair Value

$45.16

Current Price

$26.53

$18.63 discount

UndervaluedFair: $45.16Overvalued

Intrinsic value data unavailable for PBR-A.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARLP4 strengths · Avg: 8.0/10
PEG RatioValuation
0.558/10

Growing faster than its price suggests

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
34.1%8/10

Earnings expanding 34.1% YoY

PBR-A6 strengths · Avg: 10.0/10
P/E RatioValuation
4.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Return on EquityProfitability
56.5%10/10

Every $100 of equity generates 56 in profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Areas to Watch

ARLP2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PBR-A1 concerns · Avg: 2.0/10
PEG RatioValuation
5.322/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ARLP

The strongest argument for ARLP centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.55 suggests the stock is reasonably priced for its growth.

Bull Case : PBR-A

The strongest argument for PBR-A centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.

Bear Case : ARLP

The primary concerns for ARLP are Revenue Growth, Piotroski F-Score.

Bear Case : PBR-A

The primary concerns for PBR-A are PEG Ratio.

Key Dynamics to Monitor

ARLP profiles as a value stock while PBR-A is a growth play — different risk/reward profiles.

ARLP carries more volatility with a beta of 0.17 — expect wider price swings.

PBR-A is growing revenue faster at 42.3% — sustainability is the question.

PBR-A generates stronger free cash flow (7.3B), providing more financial flexibility.

Bottom Line

PBR-A scores higher overall (83/100 vs 69/100), backed by strong 24.3% margins and 42.3% revenue growth. ARLP offers better value entry with a 43.5% margin of safety. Both earn "Exceptional Buy" and "Strong 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.

Alliance Resource Partners LP

ENERGY · THERMAL COAL · USA

Alliance Resource Partners, LP, a diversified natural resources company, produces and markets coal primarily for industrial and utility users in the United States. The company is headquartered in Tulsa, Oklahoma.

Petróleo Brasileiro S.A. - Petrobras

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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