ONEOK Inc (OKE)vsShell PLC ADR (SHEL)
OKE
ONEOK Inc
$96.01
-1.53%
ENERGY · Cap: $58.82B
SHEL
Shell PLC ADR
$105.11
+0.39%
ENERGY · Cap: $297.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 653% more annual revenue ($296.60B vs $39.37B). OKE leads profitability with a 9.3% profit margin vs 8.8%. OKE appears more attractively valued with a PEG of 1.71. SHEL earns a higher WallStSmart Score of 70/100 (B).
OKE
Strong Buy69
out of 100
Grade: B-
SHEL
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.9%
Fair Value
$61.42
Current Price
$96.01
$34.59 premium
Margin of Safety
-77.1%
Fair Value
$59.39
Current Price
$105.11
$45.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 52.8% year-over-year
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.4B in free cash flow
Mega-cap, among the largest globally
Attractively priced relative to earnings
Revenue surging 44.7% year-over-year
Earnings expanding 220.0% YoY
Generating 17.4B in free cash flow
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OKE
The strongest argument for OKE centers on Revenue Growth, Market Cap, P/E Ratio. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Revenue Growth. Revenue growth of 44.7% demonstrates continued momentum.
Bear Case : OKE
The primary concerns for OKE are PEG Ratio, Debt/Equity, Altman Z-Score.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
OKE carries more volatility with a beta of 0.80 — expect wider price swings.
OKE is growing revenue faster at 52.8% — sustainability is the question.
SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (70/100 vs 69/100) and 44.7% 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.
ONEOK Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Oneok, Inc. is a diversified Fortune 500 energy corporation based in Tulsa, Oklahoma.
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 OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?