WallStSmart

Petróleo Brasileiro S.A. - Petrobras (PBR-A)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petróleo Brasileiro S.A. - Petrobras generates 86% more annual revenue ($497.55B vs $266.89B). PBR-A leads profitability with a 22.1% profit margin vs 6.7%. PBR-A appears more attractively valued with a PEG of 0.31. PBR-A earns a higher WallStSmart Score of 75/100 (B).

PBR-A

Strong Buy

75

out of 100

Grade: B

Growth: 6.0Profit: 9.0Value: 10.0Quality: 5.5
Piotroski: 5/9Altman Z: 1.35

SHEL

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 5.5Value: 10.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PBR-AUndervalued (+37.8%)

Margin of Safety

+37.8%

Fair Value

$23.71

Current Price

$17.90

$5.81 discount

UndervaluedFair: $23.71Overvalued
SHELUndervalued (+71.2%)

Margin of Safety

+71.2%

Fair Value

$280.80

Current Price

$91.19

$189.61 discount

UndervaluedFair: $280.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PBR-A6 strengths · Avg: 9.5/10
PEG RatioValuation
0.3110/10

Growing faster than its price suggests

P/E RatioValuation
5.4x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
50.0%10/10

Earnings expanding 50.0% YoY

Market CapQuality
$109.62B9/10

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

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$260.84B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

Areas to Watch

PBR-A1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.352/10

Distress zone — elevated risk

SHEL3 concerns · Avg: 3.0/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : PBR-A

The strongest argument for PBR-A centers on PEG Ratio, P/E Ratio, EPS Growth. Profitability is solid with margins at 22.1% and operating margin at 26.9%. PEG of 0.31 suggests the stock is reasonably priced for its growth.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, EPS Growth, P/E Ratio.

Bear Case : PBR-A

The primary concerns for PBR-A are Altman Z-Score.

Bear Case : SHEL

The primary concerns for SHEL are PEG Ratio, Profit Margin, Revenue Growth.

Key Dynamics to Monitor

PBR-A carries more volatility with a beta of 0.16 — expect wider price swings.

PBR-A is growing revenue faster at 5.0% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

Monitor OIL & GAS INTEGRATED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PBR-A scores higher overall (75/100 vs 57/100), backed by strong 22.1% margins. SHEL offers better value entry with a 71.2% margin of safety. 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.

Petróleo Brasileiro S.A. - Petrobras

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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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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