WallStSmart

Clean Energy Fuels Corp (CLNE)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 62721% more annual revenue ($266.89B vs $424.83M). SHEL leads profitability with a 6.7% profit margin vs -52.3%. SHEL appears more attractively valued with a PEG of 1.31. SHEL earns a higher WallStSmart Score of 61/100 (C+).

CLNE

Hold

45

out of 100

Grade: D

Growth: 6.0Profit: 2.0Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: -0.18

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLNEUndervalued (+79.7%)

Margin of Safety

+79.7%

Fair Value

$12.94

Current Price

$2.30

$10.64 discount

UndervaluedFair: $12.94Overvalued
SHELUndervalued (+4.2%)

Margin of Safety

+4.2%

Fair Value

$84.32

Current Price

$90.67

$6.35 discount

UndervaluedFair: $84.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLNE2 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
512.0%10/10

Earnings expanding 512.0% YoY

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$252.85B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

Areas to Watch

CLNE4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Market CapQuality
$484.94M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
4.722/10

Expensive relative to growth rate

SHEL2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : CLNE

The strongest argument for CLNE centers on Price/Book, EPS Growth.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.31 suggests the stock is reasonably priced for its growth.

Bear Case : CLNE

The primary concerns for CLNE are Revenue Growth, Market Cap, Piotroski F-Score.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Revenue Growth.

Key Dynamics to Monitor

CLNE profiles as a turnaround stock while SHEL is a value play — different risk/reward profiles.

CLNE carries more volatility with a beta of 2.03 — expect wider price swings.

CLNE is growing revenue faster at 2.7% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

Bottom Line

SHEL scores higher overall (61/100 vs 45/100). CLNE offers better value entry with a 79.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Clean Energy Fuels Corp

ENERGY · OIL & GAS REFINING & MARKETING · USA

Clean Energy Fuels Corp. The company is headquartered in Newport Beach, California.

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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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