CNX Resources Corp (CNX)vsShell PLC ADR (SHEL)
CNX
CNX Resources Corp
$35.91
-2.03%
ENERGY · Cap: $5.44B
SHEL
Shell PLC ADR
$96.77
+0.84%
ENERGY · Cap: $266.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 13760% more annual revenue ($296.60B vs $2.14B). CNX leads profitability with a 44.4% profit margin vs 8.8%. SHEL appears more attractively valued with a PEG of 1.56. SHEL earns a higher WallStSmart Score of 73/100 (B).
CNX
Strong Buy65
out of 100
Grade: B-
SHEL
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.2%
Fair Value
$24.79
Current Price
$35.91
$11.12 premium
Margin of Safety
-63.0%
Fair Value
$58.46
Current Price
$96.77
$38.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 62.9%
Every $100 of equity generates 25 in profit
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 44.7% year-over-year
Earnings expanding 220.0% YoY
Generating 17.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Revenue declined 18.1%
Earnings declined 47.7%
Distress zone — elevated risk
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CNX
The strongest argument for CNX centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 44.4% and operating margin at 62.9%.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 44.7% demonstrates continued momentum.
Bear Case : CNX
The primary concerns for CNX are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CNX profiles as a declining stock while SHEL is a hypergrowth play — different risk/reward profiles.
CNX carries more volatility with a beta of 0.61 — 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 (73/100 vs 65/100) and 44.7% revenue growth. Both earn "Strong 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.
CNX Resources Corp
ENERGY · OIL & GAS E&P · USA
CNX Resources Corporation, an independent oil and natural gas company, acquires, explores, develops and produces natural gas properties primarily in the Appalachian Basin. The company is headquartered in Canonsburg, Pennsylvania.
Visit Website →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.
Visit Website →Compare with Other OIL & GAS E&P Stocks
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