Murphy Oil Corporation (MUR)vsShell PLC ADR (SHEL)
MUR
Murphy Oil Corporation
$38.50
-0.85%
ENERGY · Cap: $5.22B
SHEL
Shell PLC ADR
$96.77
+0.84%
ENERGY · Cap: $266.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 9811% more annual revenue ($296.60B vs $2.99B). MUR leads profitability with a 9.8% profit margin vs 8.8%. MUR appears more attractively valued with a PEG of 0.33. MUR earns a higher WallStSmart Score of 80/100 (B+).
MUR
Strong Buy80
out of 100
Grade: B+
SHEL
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.2%
Fair Value
$19.54
Current Price
$38.50
$18.96 premium
Margin of Safety
-63.0%
Fair Value
$58.46
Current Price
$96.77
$38.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 37.9%
Revenue surging 35.6% year-over-year
Earnings expanding 917.0% YoY
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
Grey zone — moderate risk
ROE of 1.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MUR
The strongest argument for MUR centers on PEG Ratio, Price/Book, Operating Margin. Revenue growth of 35.6% demonstrates continued momentum. PEG of 0.33 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 : MUR
The primary concerns for MUR are Altman Z-Score, Return on Equity, Piotroski F-Score.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MUR carries more volatility with a beta of 0.49 — 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.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MUR scores higher overall (80/100 vs 73/100) and 35.6% 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.
Murphy Oil Corporation
ENERGY · OIL & GAS E&P · USA
Murphy Oil Corporation is an oil and natural gas exploration and production company in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.
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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