WallStSmart

Hallador Energy Company (HNRG)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 56749% more annual revenue ($266.89B vs $469.47M). HNRG leads profitability with a 8.9% profit margin vs 6.7%. HNRG appears more attractively valued with a PEG of 1.26. HNRG earns a higher WallStSmart Score of 63/100 (C+).

HNRG

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 6.7Quality: 5.0

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HNRGUndervalued (+6.4%)

Margin of Safety

+6.4%

Fair Value

$21.71

Current Price

$15.53

$6.18 discount

UndervaluedFair: $21.71Overvalued
SHELUndervalued (+4.2%)

Margin of Safety

+4.2%

Fair Value

$84.32

Current Price

$90.67

$6.35 discount

UndervaluedFair: $84.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HNRG3 strengths · Avg: 9.3/10
Return on EquityProfitability
31.7%10/10

Every $100 of equity generates 32 in profit

EPS GrowthGrowth
1408.0%10/10

Earnings expanding 1408.0% YoY

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$252.85B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

Areas to Watch

HNRG2 concerns · Avg: 2.5/10
Market CapQuality
$772.47M3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-16.78M2/10

Negative free cash flow — burning cash

SHEL2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : HNRG

The strongest argument for HNRG centers on Return on Equity, EPS Growth, P/E Ratio. PEG of 1.26 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 1.31 suggests the stock is reasonably priced for its growth.

Bear Case : HNRG

The primary concerns for HNRG are Market Cap, Free Cash Flow.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Revenue Growth.

Key Dynamics to Monitor

HNRG carries more volatility with a beta of 0.27 — expect wider price swings.

HNRG is growing revenue faster at 9.2% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

Monitor THERMAL COAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HNRG scores higher overall (63/100 vs 61/100). 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.

Hallador Energy Company

ENERGY · THERMAL COAL · USA

Hallador Energy Company is engaged in the production of steam coal in the Illinois Basin for the electric power generation industry. The company is headquartered in Terre Haute, Indiana.

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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