WallStSmart

National Energy Services Reunited Corp Ordinary Shares (NESR)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 37478% more annual revenue ($497.55B vs $1.32B). PBR leads profitability with a 22.1% profit margin vs 3.9%. PBR trades at a lower P/E of 7.3x. PBR earns a higher WallStSmart Score of 76/100 (B+).

NESR

Hold

42

out of 100

Grade: D

Growth: 6.0Profit: 5.0Value: 5.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.61

PBR

Strong Buy

76

out of 100

Grade: B+

Growth: 4.0Profit: 9.0Value: 8.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NESRUndervalued (+4.5%)

Margin of Safety

+4.5%

Fair Value

$22.39

Current Price

$24.94

$2.55 discount

UndervaluedFair: $22.39Overvalued

Intrinsic value data unavailable for PBR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NESR2 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.9%8/10

15.9% revenue growth

PBR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

Market CapQuality
$141.97B9/10

Large-cap with strong market position

Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

NESR4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PBR2 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.5%4/10

0.5% earnings growth

Altman Z-ScoreHealth
1.352/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NESR

The strongest argument for NESR centers on Price/Book, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum.

Bull Case : PBR

The strongest argument for PBR centers on PEG Ratio, P/E Ratio, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 26.9%. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bear Case : NESR

The primary concerns for NESR are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 46.6x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.

Bear Case : PBR

The primary concerns for PBR are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

NESR profiles as a growth stock while PBR is a value play — different risk/reward profiles.

NESR carries more volatility with a beta of 0.29 — expect wider price swings.

NESR is growing revenue faster at 15.9% — sustainability is the question.

PBR generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

PBR scores higher overall (76/100 vs 42/100), backed by strong 22.1% margins. Both earn "Strong 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.

National Energy Services Reunited Corp Ordinary Shares

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

National Energy Services Reunited Corp. The company is headquartered in Houston, Texas.

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Petroleo Brasileiro Petrobras SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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