WallStSmart

Mach Natural Resources LP (MNR)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 47497% more annual revenue ($497.55B vs $1.05B). PBR leads profitability with a 22.1% profit margin vs 13.7%. PBR trades at a lower P/E of 7.3x. PBR earns a higher WallStSmart Score of 76/100 (B+).

MNR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 6.3Quality: 4.8
Piotroski: 3/9

PBR

Strong Buy

76

out of 100

Grade: B+

Growth: 4.0Profit: 9.0Value: 8.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MNRUndervalued (+3.8%)

Margin of Safety

+3.8%

Fair Value

$13.55

Current Price

$13.79

$0.24 discount

UndervaluedFair: $13.55Overvalued

Intrinsic value data unavailable for PBR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MNR5 strengths · Avg: 9.2/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Revenue GrowthGrowth
36.8%10/10

Revenue surging 36.8% year-over-year

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
22.7%8/10

Earnings expanding 22.7% YoY

PBR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

Market CapQuality
$141.97B9/10

Large-cap with strong market position

Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

MNR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-57.23M2/10

Negative free cash flow — burning cash

PBR2 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.5%4/10

0.5% earnings growth

Altman Z-ScoreHealth
1.352/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : MNR

The strongest argument for MNR centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 36.8% demonstrates continued momentum.

Bull Case : PBR

The strongest argument for PBR centers on PEG Ratio, P/E Ratio, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 26.9%. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bear Case : MNR

The primary concerns for MNR are Piotroski F-Score, Free Cash Flow.

Bear Case : PBR

The primary concerns for PBR are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

MNR profiles as a growth stock while PBR is a value play — different risk/reward profiles.

PBR carries more volatility with a beta of -0.07 — expect wider price swings.

MNR is growing revenue faster at 36.8% — sustainability is the question.

PBR generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

PBR scores higher overall (76/100 vs 66/100), backed by strong 22.1% margins. Both earn "Strong Buy" and "Strong 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.

Mach Natural Resources LP

ENERGY · OIL & GAS E&P · USA

Monmouth Real Estate Investment Corporation, founded in 1968, is one of the oldest public equity REITs in the world.

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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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