Black Stone Minerals LP (BSM)vsShell PLC ADR (SHEL)
BSM
Black Stone Minerals LP
$13.98
-2.58%
ENERGY · Cap: $3.14B
SHEL
Shell PLC ADR
$99.10
-1.03%
ENERGY · Cap: $297.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 69919% more annual revenue ($296.60B vs $423.60M). BSM leads profitability with a 66.9% profit margin vs 8.8%. BSM appears more attractively valued with a PEG of 1.34. SHEL earns a higher WallStSmart Score of 70/100 (B).
BSM
Buy65
out of 100
Grade: C+
SHEL
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-53.2%
Fair Value
$9.92
Current Price
$13.98
$4.06 premium
Margin of Safety
-77.1%
Fair Value
$59.39
Current Price
$99.10
$39.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 95.4%
Every $100 of equity generates 28 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Mega-cap, among the largest globally
Attractively priced relative to earnings
Revenue surging 44.7% year-over-year
Earnings expanding 220.0% YoY
Generating 17.4B in free cash flow
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Earnings declined 12.0%
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BSM
The strongest argument for BSM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 66.9% and operating margin at 95.4%. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Revenue Growth. Revenue growth of 44.7% demonstrates continued momentum.
Bear Case : BSM
The primary concerns for BSM are Piotroski F-Score, EPS Growth.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BSM profiles as a mature stock while SHEL is a hypergrowth play — different risk/reward profiles.
BSM carries more volatility with a beta of 0.12 — expect wider price swings.
SHEL is growing revenue faster at 44.7% — sustainability is the question.
SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.
Bottom Line
SHEL scores higher overall (70/100 vs 65/100) and 44.7% revenue growth. 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.
Black Stone Minerals LP
ENERGY · OIL & GAS E&P · USA
Black Stone Minerals, LP, owns and manages oil and natural gas mining interests. The company is headquartered in Houston, Texas.
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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