Noble Corporation plc (NE)vsShell PLC ADR (SHEL)
NE
Noble Corporation plc
$41.01
+4.62%
ENERGY · Cap: $6.62B
SHEL
Shell PLC ADR
$90.49
+2.46%
ENERGY · Cap: $241.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 8760% more annual revenue ($267.34B vs $3.02B). NE leads profitability with a 7.6% profit margin vs 7.0%. SHEL trades at a lower P/E of 13.6x. SHEL earns a higher WallStSmart Score of 63/100 (C+).
NE
Hold47
out of 100
Grade: D+
SHEL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.1%
Fair Value
$41.15
Current Price
$41.01
$0.14 premium
Margin of Safety
-62.8%
Fair Value
$54.26
Current Price
$90.49
$36.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 26.6% YoY
Generating 2.3B in free cash flow
Areas to Watch
Moderate valuation
Distress zone — elevated risk
ROE of 5.0% — below average capital efficiency
7.6% margin — thin
0.7% revenue growth
7.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NE
The strongest argument for NE centers on Price/Book.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bear Case : NE
The primary concerns for NE are P/E Ratio, Altman Z-Score, Return on Equity.
Bear Case : SHEL
The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
NE carries more volatility with a beta of 0.93 — expect wider price swings.
SHEL is growing revenue faster at 0.7% — sustainability is the question.
SHEL generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor OIL & GAS DRILLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (63/100 vs 47/100). 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.
Noble Corporation plc
ENERGY · OIL & GAS DRILLING · USA
Noble Corporation is an offshore drilling contractor for the global oil and gas industry. The company is headquartered in Sugar Land, 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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