Hess Midstream Partners LP (HESM)vsShell PLC ADR (SHEL)
HESM
Hess Midstream Partners LP
$38.17
-1.14%
ENERGY · Cap: $8.05B
SHEL
Shell PLC ADR
$83.97
-0.32%
ENERGY · Cap: $243.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 16279% more annual revenue ($266.89B vs $1.63B). HESM leads profitability with a 22.6% profit margin vs 6.7%. SHEL appears more attractively valued with a PEG of 1.32. SHEL earns a higher WallStSmart Score of 61/100 (C+).
HESM
Buy60
out of 100
Grade: C+
SHEL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.7%
Fair Value
$39.02
Current Price
$38.17
$0.85 discount
Margin of Safety
+4.5%
Fair Value
$84.58
Current Price
$83.97
$0.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 152 in profit
Strong operational efficiency at 61.0%
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 376.2% YoY
Attractively priced relative to earnings
Generating 1.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 8.7x book value
2.1% revenue growth
4.8% earnings growth
6.7% margin — thin
Weak financial health signals
Revenue declined 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : HESM
The strongest argument for HESM centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 61.0%.
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 : HESM
The primary concerns for HESM are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : SHEL
The primary concerns for SHEL are Profit Margin, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
HESM carries more volatility with a beta of 0.52 — expect wider price swings.
HESM is growing revenue faster at 2.1% — sustainability is the question.
SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
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.
Hess Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Hess Midstream LP owns, develops, operates and acquires midstream assets. The company is headquartered in Houston, Texas.
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 MIDSTREAM Stocks
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