WallStSmart

Icahn Enterprises LP (IEP)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 2755% more annual revenue ($296.60B vs $10.39B). SHEL leads profitability with a 8.8% profit margin vs -5.0%. IEP appears more attractively valued with a PEG of 1.15. SHEL earns a higher WallStSmart Score of 73/100 (B).

IEP

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 2.0Value: 7.0Quality: 4.8
Piotroski: 5/9

SHEL

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IEPUndervalued (+37.3%)

Margin of Safety

+37.3%

Fair Value

$13.13

Current Price

$7.03

$6.10 discount

UndervaluedFair: $13.13Overvalued
SHELSignificantly Overvalued (-63.0%)

Margin of Safety

-63.0%

Fair Value

$58.46

Current Price

$95.82

$37.36 premium

UndervaluedFair: $58.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IEP3 strengths · Avg: 8.7/10
EPS GrowthGrowth
960.0%10/10

Earnings expanding 960.0% YoY

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
25.7%8/10

Revenue surging 25.7% year-over-year

SHEL6 strengths · Avg: 10.0/10
Market CapQuality
$266.01B10/10

Mega-cap, among the largest globally

P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
44.7%10/10

Revenue surging 44.7% year-over-year

EPS GrowthGrowth
220.0%10/10

Earnings expanding 220.0% YoY

Free Cash FlowQuality
$17.40B10/10

Generating 17.4B in free cash flow

Areas to Watch

IEP4 concerns · Avg: 1.3/10
Return on EquityProfitability
-16.6%2/10

ROE of -16.6% — below average capital efficiency

Profit MarginProfitability
-5.0%1/10

Currently unprofitable

Operating MarginProfitability
-8.6%1/10

Operating margin of -8.6%

Debt/EquityHealth
4.321/10

Elevated debt levels

SHEL2 concerns · Avg: 3.5/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : IEP

The strongest argument for IEP centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 25.7% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 44.7% demonstrates continued momentum.

Bear Case : IEP

The primary concerns for IEP are Return on Equity, Profit Margin, Operating Margin. Debt-to-equity of 4.32 is elevated, increasing financial risk.

Bear Case : SHEL

The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.

Key Dynamics to Monitor

IEP profiles as a growth stock while SHEL is a hypergrowth play — different risk/reward profiles.

IEP carries more volatility with a beta of 0.72 — expect wider price swings.

SHEL is growing revenue faster at 44.7% — sustainability is the question.

SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.

Bottom Line

SHEL scores higher overall (73/100 vs 56/100) and 44.7% revenue growth. IEP offers better value entry with a 37.3% margin of safety. Both earn "Strong 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.

Icahn Enterprises LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Icahn Enterprises LP, operates in investment, energy, automotive, food packaging, metals, real estate, home fashion and pharmaceutical businesses in the United States and internationally. The company is headquartered in Sunny Isles Beach, Florida.

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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