WallStSmart

Helix Energy Solutions Group Inc (HLX)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 38175% more annual revenue ($498.09B vs $1.30B). PBR leads profitability with a 21.6% profit margin vs 1.1%. PBR appears more attractively valued with a PEG of 4.57. PBR earns a higher WallStSmart Score of 66/100 (B-).

HLX

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 4.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.84

PBR

Strong Buy

66

out of 100

Grade: B-

Growth: 2.7Profit: 8.5Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLXUndervalued (+23.3%)

Margin of Safety

+23.3%

Fair Value

$11.54

Current Price

$9.72

$1.82 discount

UndervaluedFair: $11.54Overvalued
PBRUndervalued (+89.6%)

Margin of Safety

+89.6%

Fair Value

$176.60

Current Price

$17.75

$158.85 discount

UndervaluedFair: $176.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLX1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

PBR6 strengths · Avg: 9.5/10
P/E RatioValuation
5.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.0%10/10

Strong operational efficiency at 32.0%

Market CapQuality
$117.55B9/10

Large-cap with strong market position

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

HLX4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Market CapQuality
$1.36B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

PBR3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

PEG RatioValuation
4.572/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.2%2/10

Earnings declined 7.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLX

The strongest argument for HLX centers on Price/Book.

Bull Case : PBR

The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 32.0%.

Bear Case : HLX

The primary concerns for HLX are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 92.4x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.

Bear Case : PBR

The primary concerns for PBR are Revenue Growth, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

HLX carries more volatility with a beta of 1.11 — expect wider price swings.

HLX is growing revenue faster at 3.6% — sustainability is the question.

PBR generates stronger free cash flow (3.3B), providing more financial flexibility.

Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PBR scores higher overall (66/100 vs 41/100), backed by strong 21.6% margins. HLX offers better value entry with a 23.3% margin of safety. Both earn "Strong 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.

Helix Energy Solutions Group Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Helix Energy Solutions Group, Inc., an offshore energy services company, provides specialized services to the offshore energy industry primarily in the regions of Brazil, the Gulf of Mexico, the North Sea, Asia Pacific and Africa. Western. The company is headquartered in Houston, Texas.

Petroleo Brasileiro Petrobras SA ADR

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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