Natural Resource Partners LP (NRP)vsShell PLC ADR (SHEL)
NRP
Natural Resource Partners LP
$111.10
+0.83%
ENERGY · Cap: $1.51B
SHEL
Shell PLC ADR
$96.77
+0.84%
ENERGY · Cap: $266.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 148226% more annual revenue ($296.60B vs $199.97M). NRP leads profitability with a 52.3% profit margin vs 8.8%. SHEL appears more attractively valued with a PEG of 1.56. SHEL earns a higher WallStSmart Score of 73/100 (B).
NRP
Buy56
out of 100
Grade: C
SHEL
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NRP.
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
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 58.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
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
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 26.6%
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NRP
The strongest argument for NRP centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 52.3% and operating margin at 58.7%. Revenue growth of 13.1% 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 : NRP
The primary concerns for NRP are Market Cap, Piotroski F-Score, PEG Ratio.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
NRP profiles as a mature stock while SHEL is a hypergrowth play — different risk/reward profiles.
NRP carries more volatility with a beta of 0.17 — 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 56/100) 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.
Natural Resource Partners LP
ENERGY · THERMAL COAL · USA
Natural Resource Partners LP, owns, manages and leases a portfolio of mineral properties in the United States. The company is headquartered in Houston, Texas.
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 THERMAL COAL Stocks
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