WallStSmart

Petroleo Brasileiro Petrobras SA ADR (PBR)vsTexas Pacific Land Corporation (TPL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 61011% more annual revenue ($548.49B vs $897.54M). TPL leads profitability with a 60.3% profit margin vs 24.3%. PBR appears more attractively valued with a PEG of 5.87. PBR earns a higher WallStSmart Score of 84/100 (A-).

PBR

Exceptional Buy

84

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.11

TPL

Strong Buy

71

out of 100

Grade: B

Growth: 8.7Profit: 10.0Value: 3.7Quality: 8.5
Piotroski: 2/9Altman Z: 8.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PBRUndervalued (+88.9%)

Margin of Safety

+88.9%

Fair Value

$188.27

Current Price

$21.20

$167.07 discount

UndervaluedFair: $188.27Overvalued

Intrinsic value data unavailable for TPL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PBR6 strengths · Avg: 9.8/10
P/E RatioValuation
5.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Market CapQuality
$129.66B9/10

Large-cap with strong market position

TPL6 strengths · Avg: 10.0/10
Return on EquityProfitability
32.4%10/10

Every $100 of equity generates 32 in profit

Profit MarginProfitability
60.3%10/10

Keeps 60 of every $100 in revenue as profit

Operating MarginProfitability
78.2%10/10

Strong operational efficiency at 78.2%

Revenue GrowthGrowth
31.2%10/10

Revenue surging 31.2% year-over-year

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
8.5810/10

Safe zone — low bankruptcy risk

Areas to Watch

PBR1 concerns · Avg: 2.0/10
PEG RatioValuation
5.872/10

Expensive relative to growth rate

TPL4 concerns · Avg: 2.8/10
Price/BookValuation
16.4x4/10

Trading at 16.4x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
7.332/10

Expensive relative to growth rate

P/E RatioValuation
48.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : PBR

The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.

Bull Case : TPL

The strongest argument for TPL centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 60.3% and operating margin at 78.2%. Revenue growth of 31.2% demonstrates continued momentum.

Bear Case : PBR

The primary concerns for PBR are PEG Ratio.

Bear Case : TPL

The primary concerns for TPL are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 48.8x leaves little room for execution misses.

Key Dynamics to Monitor

TPL carries more volatility with a beta of 0.62 — expect wider price swings.

PBR is growing revenue faster at 42.3% — sustainability is the question.

PBR generates stronger free cash flow (7.3B), providing more financial flexibility.

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

Bottom Line

PBR scores higher overall (84/100 vs 71/100), backed by strong 24.3% margins and 42.3% revenue growth. Both earn "Exceptional 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.

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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Texas Pacific Land Corporation

ENERGY · OIL & GAS E&P · USA

Texas Pacific Land Corporation is engaged in land and resource management, and water operations and services businesses. The company is headquartered in Dallas, Texas.

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