MPLX LP (MPLX)vsShell PLC ADR (SHEL)
MPLX
MPLX LP
$59.16
+0.12%
ENERGY · Cap: $60.51B
SHEL
Shell PLC ADR
$93.92
+0.70%
ENERGY · Cap: $269.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 2365% more annual revenue ($296.60B vs $12.03B). MPLX leads profitability with a 39.3% profit margin vs 8.8%. SHEL appears more attractively valued with a PEG of 1.60. SHEL earns a higher WallStSmart Score of 73/100 (B).
MPLX
Buy60
out of 100
Grade: C
SHEL
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.5%
Fair Value
$47.07
Current Price
$59.16
$12.09 premium
Margin of Safety
-61.1%
Fair Value
$58.69
Current Price
$93.92
$35.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 38.3%
Large-cap with strong market position
Attractively priced relative to earnings
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 44.7% year-over-year
Earnings expanding 220.0% YoY
Generating 17.4B in free cash flow
Areas to Watch
3.2% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MPLX
The strongest argument for MPLX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 39.3% and operating margin at 38.3%. Revenue growth of 10.6% 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 : MPLX
The primary concerns for MPLX are EPS Growth, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.85 is elevated, increasing financial risk.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MPLX profiles as a mature stock while SHEL is a hypergrowth play — different risk/reward profiles.
MPLX carries more volatility with a beta of 0.46 — 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 60/100) and 44.7% revenue growth. 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.
MPLX LP
ENERGY · OIL & GAS MIDSTREAM · USA
MPLX LP owns and operates energy infrastructure and midstream logistics assets primarily in the United States.
Visit Website →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.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?