WallStSmart

NACCO Industries Inc (NC)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 96180% more annual revenue ($266.89B vs $277.20M). SHEL leads profitability with a 6.7% profit margin vs 6.3%. NC appears more attractively valued with a PEG of 0.30. SHEL earns a higher WallStSmart Score of 61/100 (C+).

NC

Hold

46

out of 100

Grade: D+

Growth: 2.7Profit: 3.0Value: 8.7Quality: 8.5
Piotroski: 4/9Altman Z: 2.51

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NCUndervalued (+46.8%)

Margin of Safety

+46.8%

Fair Value

$101.19

Current Price

$48.87

$52.32 discount

UndervaluedFair: $101.19Overvalued
SHELUndervalued (+4.2%)

Margin of Safety

+4.2%

Fair Value

$84.32

Current Price

$90.67

$6.35 discount

UndervaluedFair: $84.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NC3 strengths · Avg: 9.7/10
PEG RatioValuation
0.3010/10

Growing faster than its price suggests

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$252.85B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

Areas to Watch

NC4 concerns · Avg: 2.8/10
Market CapQuality
$363.02M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Revenue GrowthGrowth
-5.2%2/10

Revenue declined 5.2%

SHEL2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : NC

The strongest argument for NC centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.30 suggests the stock is reasonably priced for its growth.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.31 suggests the stock is reasonably priced for its growth.

Bear Case : NC

The primary concerns for NC are Market Cap, Return on Equity, Profit Margin.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Revenue Growth.

Key Dynamics to Monitor

NC carries more volatility with a beta of 0.50 — expect wider price swings.

SHEL is growing revenue faster at -3.3% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

Monitor THERMAL COAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SHEL scores higher overall (61/100 vs 46/100). NC offers better value entry with a 46.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

NACCO Industries Inc

ENERGY · THERMAL COAL · USA

NACCO Industries, Inc., is involved in the mining and natural resources businesses. The company is headquartered in Cleveland, 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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