WallStSmart

Coinbase Global Inc (COIN)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 3777% more annual revenue ($266.89B vs $6.88B). COIN leads profitability with a 18.3% profit margin vs 6.7%. COIN appears more attractively valued with a PEG of 0.78. SHEL earns a higher WallStSmart Score of 61/100 (C+).

COIN

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 5.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.78

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for COIN.

SHELUndervalued (+4.5%)

Margin of Safety

+4.5%

Fair Value

$84.58

Current Price

$83.97

$0.61 discount

UndervaluedFair: $84.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COIN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
430.6%10/10

Earnings expanding 430.6% YoY

Market CapQuality
$50.96B9/10

Large-cap with strong market position

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Free Cash FlowQuality
$3.07B8/10

Generating 3.1B in free cash flow

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$243.12B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

Areas to Watch

COIN4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
70.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-22.2%2/10

Revenue declined 22.2%

SHEL3 concerns · Avg: 2.7/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : COIN

The strongest argument for COIN centers on EPS Growth, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 11.3%. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : COIN

The primary concerns for COIN are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 70.9x leaves little room for execution misses.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

COIN profiles as a declining stock while SHEL is a value play — different risk/reward profiles.

COIN carries more volatility with a beta of 3.38 — expect wider price swings.

SHEL is growing revenue faster at -3.3% — sustainability is the question.

COIN generates stronger free cash flow (3.1B), providing more financial flexibility.

Bottom Line

SHEL scores higher overall (61/100 vs 60/100). 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.

Coinbase Global Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

Coinbase Global, Inc. provides financial infrastructure and technology for the crypto economy. The company is headquartered in Wilmington, Delaware.

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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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