WallStSmart

Genesis Energy LP (GEL)vsPetróleo Brasileiro S.A. - Petrobras (PBR-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petróleo Brasileiro S.A. - Petrobras generates 29818% more annual revenue ($548.49B vs $1.83B). PBR-A leads profitability with a 24.3% profit margin vs 4.3%. GEL appears more attractively valued with a PEG of 3.05. PBR-A earns a higher WallStSmart Score of 83/100 (A-).

GEL

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 6.0Value: 3.3Quality: 5.8
Piotroski: 4/9

PBR-A

Exceptional Buy

83

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 5.7Quality: 4.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GELUndervalued (+11.3%)

Margin of Safety

+11.3%

Fair Value

$19.59

Current Price

$14.64

$4.95 discount

UndervaluedFair: $19.59Overvalued

Intrinsic value data unavailable for PBR-A.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GEL3 strengths · Avg: 10.0/10
Revenue GrowthGrowth
41.0%10/10

Revenue surging 41.0% year-over-year

EPS GrowthGrowth
58.6%10/10

Earnings expanding 58.6% YoY

Debt/EquityHealth
-9.5110/10

Conservative balance sheet, low leverage

PBR-A6 strengths · Avg: 10.0/10
P/E RatioValuation
4.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Return on EquityProfitability
56.5%10/10

Every $100 of equity generates 56 in profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Areas to Watch

GEL4 concerns · Avg: 2.5/10
Market CapQuality
$1.92B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

PEG RatioValuation
3.052/10

Expensive relative to growth rate

P/E RatioValuation
74.7x2/10

Premium valuation, high expectations priced in

PBR-A1 concerns · Avg: 2.0/10
PEG RatioValuation
5.392/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : GEL

The strongest argument for GEL centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 41.0% demonstrates continued momentum.

Bull Case : PBR-A

The strongest argument for PBR-A centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.

Bear Case : GEL

The primary concerns for GEL are Market Cap, Profit Margin, PEG Ratio. A P/E of 74.7x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Bear Case : PBR-A

The primary concerns for PBR-A are PEG Ratio.

Key Dynamics to Monitor

GEL profiles as a hypergrowth stock while PBR-A is a growth play — different risk/reward profiles.

GEL carries more volatility with a beta of 0.65 — expect wider price swings.

PBR-A is growing revenue faster at 42.3% — sustainability is the question.

PBR-A generates stronger free cash flow (7.3B), providing more financial flexibility.

Bottom Line

PBR-A scores higher overall (83/100 vs 63/100), backed by strong 24.3% margins and 42.3% revenue growth. Both earn "Exceptional 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.

Genesis Energy LP

ENERGY · OIL & GAS MIDSTREAM · USA

Genesis Energy, LP operates in the midstream segment of the crude oil and natural gas industry. The company is headquartered in Houston, Texas.

Petróleo Brasileiro S.A. - Petrobras

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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