Plains GP Holdings LP (PAGP)vsShell PLC ADR (SHEL)
PAGP
Plains GP Holdings LP
$24.35
-1.42%
ENERGY · Cap: $5.80B
SHEL
Shell PLC ADR
$84.12
-0.06%
ENERGY · Cap: $233.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 491% more annual revenue ($267.34B vs $45.26B). SHEL leads profitability with a 7.0% profit margin vs 0.4%. PAGP appears more attractively valued with a PEG of 0.70. SHEL earns a higher WallStSmart Score of 63/100 (C+).
PAGP
Buy50
out of 100
Grade: C-
SHEL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGP.
Margin of Safety
-56.7%
Fair Value
$53.69
Current Price
$84.12
$30.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Mega-cap, among the largest globally
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 26.6% YoY
Generating 1.6B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
0.4% margin — thin
Operating margin of 2.8%
Weak financial health signals
0.7% revenue growth
7.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : PAGP
The strongest argument for PAGP centers on PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.24 suggests the stock is reasonably priced for its growth.
Bear Case : PAGP
The primary concerns for PAGP are P/E Ratio, Profit Margin, Operating Margin. Debt-to-equity of 9.09 is elevated, increasing financial risk. Thin 0.4% margins leave little buffer for downturns.
Bear Case : SHEL
The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
PAGP carries more volatility with a beta of 0.43 — expect wider price swings.
PAGP is growing revenue faster at 8.7% — sustainability is the question.
SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (63/100 vs 50/100). Both earn "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.
Plains GP Holdings LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains GP Holdings, LP owns and operates midstream power infrastructure in the United States and Canada. 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 OIL & GAS MIDSTREAM Stocks
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