WallStSmart

Marathon Petroleum Corp (MPC)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 92% more annual revenue ($296.60B vs $154.15B). SHEL leads profitability with a 8.8% profit margin vs 5.5%. SHEL appears more attractively valued with a PEG of 1.56. SHEL earns a higher WallStSmart Score of 73/100 (B).

MPC

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 7.0Value: 5.3Quality: 5.5
Piotroski: 5/9Altman Z: 2.83

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

MPCOvervalued (-6.5%)

Margin of Safety

-6.5%

Fair Value

$195.86

Current Price

$395.93

$200.07 premium

UndervaluedFair: $195.86Overvalued
SHELSignificantly Overvalued (-63.0%)

Margin of Safety

-63.0%

Fair Value

$58.46

Current Price

$96.77

$38.31 premium

UndervaluedFair: $58.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MPC6 strengths · Avg: 9.2/10
Return on EquityProfitability
44.8%10/10

Every $100 of equity generates 45 in profit

Revenue GrowthGrowth
53.7%10/10

Revenue surging 53.7% year-over-year

EPS GrowthGrowth
348.0%10/10

Earnings expanding 348.0% YoY

Market CapQuality
$111.19B9/10

Large-cap with strong market position

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$9.14B8/10

Generating 9.1B in free cash flow

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

MPC3 concerns · Avg: 3.3/10
PEG RatioValuation
1.904/10

Expensive relative to growth rate

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Debt/EquityHealth
1.803/10

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 : MPC

The strongest argument for MPC centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 53.7% demonstrates continued momentum.

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 : MPC

The primary concerns for MPC are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Bear Case : SHEL

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

Key Dynamics to Monitor

MPC carries more volatility with a beta of 0.53 — expect wider price swings.

MPC is growing revenue faster at 53.7% — sustainability is the question.

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

Monitor OIL & GAS REFINING & MARKETING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MPC scores higher overall (73/100 vs 73/100) and 53.7% revenue growth. 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.

Marathon Petroleum Corp

ENERGY · OIL & GAS REFINING & MARKETING · USA

Marathon Petroleum Corporation is an American petroleum refining, marketing, and transportation company headquartered in Findlay, Ohio.

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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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