WallStSmart

Alliance Resource Partners LP (ARLP)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 8302% more annual revenue ($182.34B vs $2.17B). ARLP leads profitability with a 11.4% profit margin vs 7.2%. ARLP appears more attractively valued with a PEG of 0.57. TTE earns a higher WallStSmart Score of 55/100 (C-).

ARLP

Buy

53

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 8.7Quality: 5.0

TTE

Buy

55

out of 100

Grade: C-

Growth: 2.0Profit: 5.5Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARLPUndervalued (+50.9%)

Margin of Safety

+50.9%

Fair Value

$51.94

Current Price

$26.66

$25.28 discount

UndervaluedFair: $51.94Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARLP4 strengths · Avg: 8.0/10
PEG RatioValuation
0.578/10

Growing faster than its price suggests

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$9.82B8/10

Generating 9.8B in free cash flow

TTE5 strengths · Avg: 8.4/10
Market CapQuality
$205.37B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.778/10

Growing faster than its price suggests

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$6.53B8/10

Generating 6.5B in free cash flow

Areas to Watch

ARLP2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-4.5%2/10

Revenue declined 4.5%

EPS GrowthGrowth
-87.7%2/10

Earnings declined 87.7%

TTE3 concerns · Avg: 2.3/10
Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Revenue GrowthGrowth
-2.5%2/10

Revenue declined 2.5%

EPS GrowthGrowth
-27.4%2/10

Earnings declined 27.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : ARLP

The strongest argument for ARLP centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.57 suggests the stock is reasonably priced for its growth.

Bull Case : TTE

The strongest argument for TTE centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.

Bear Case : ARLP

The primary concerns for ARLP are Revenue Growth, EPS Growth.

Bear Case : TTE

The primary concerns for TTE are Profit Margin, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

ARLP profiles as a declining stock while TTE is a value play — different risk/reward profiles.

ARLP carries more volatility with a beta of 0.28 — expect wider price swings.

TTE is growing revenue faster at -2.5% — sustainability is the question.

ARLP generates stronger free cash flow (9.8B), providing more financial flexibility.

Bottom Line

TTE scores higher overall (55/100 vs 53/100). ARLP offers better value entry with a 50.9% margin of safety. Both earn "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.

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.

TotalEnergies SE ADR

ENERGY · OIL & GAS INTEGRATED · USA

TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.

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