WallStSmart

Petroleo Brasileiro Petrobras SA ADR (PBR)vsYPF Sociedad Anonima (YPF)

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Smart Verdict

WallStSmart Research — data-driven comparison

YPF Sociedad Anonima generates 4985% more annual revenue ($25.33T vs $498.09B). PBR leads profitability with a 21.6% profit margin vs -1.8%. YPF appears more attractively valued with a PEG of 0.10. PBR earns a higher WallStSmart Score of 66/100 (B-).

PBR

Strong Buy

66

out of 100

Grade: B-

Growth: 2.7Profit: 8.5Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.08

YPF

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 4.5Value: 6.7Quality: 4.5
Piotroski: 4/9Altman Z: 1.45
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PBRUndervalued (+89.6%)

Margin of Safety

+89.6%

Fair Value

$176.60

Current Price

$17.75

$158.85 discount

UndervaluedFair: $176.60Overvalued

Intrinsic value data unavailable for YPF.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PBR6 strengths · Avg: 9.5/10
P/E RatioValuation
5.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.0%10/10

Strong operational efficiency at 32.0%

Market CapQuality
$117.55B9/10

Large-cap with strong market position

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

YPF3 strengths · Avg: 9.3/10
PEG RatioValuation
0.1010/10

Growing faster than its price suggests

Revenue GrowthGrowth
42.8%10/10

Revenue surging 42.8% year-over-year

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

PBR3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

PEG RatioValuation
4.572/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.2%2/10

Earnings declined 7.2%

YPF4 concerns · Avg: 1.8/10
Return on EquityProfitability
-2.9%2/10

ROE of -2.9% — below average capital efficiency

EPS GrowthGrowth
-86.0%2/10

Earnings declined 86.0%

Altman Z-ScoreHealth
1.452/10

Distress zone — elevated risk

Profit MarginProfitability
-1.8%1/10

Currently unprofitable

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 21.6% and operating margin at 32.0%.

Bull Case : YPF

The strongest argument for YPF centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 42.8% demonstrates continued momentum. PEG of 0.10 suggests the stock is reasonably priced for its growth.

Bear Case : PBR

The primary concerns for PBR are Revenue Growth, PEG Ratio, EPS Growth.

Bear Case : YPF

The primary concerns for YPF are Return on Equity, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

PBR profiles as a value stock while YPF is a hypergrowth play — different risk/reward profiles.

YPF carries more volatility with a beta of -0.03 — expect wider price swings.

YPF is growing revenue faster at 42.8% — sustainability is the question.

PBR generates stronger free cash flow (3.3B), providing more financial flexibility.

Bottom Line

PBR scores higher overall (66/100 vs 60/100), backed by strong 21.6% margins. 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.

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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YPF Sociedad Anonima

ENERGY · OIL & GAS INTEGRATED · USA

YPF Sociedad Annima, an energy company, operates in the upstream and downstream oil and gas activities in Argentina. The company is headquartered in Buenos Aires, Argentina.

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