WallStSmart

Phillips 66 (PSX)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 98% more annual revenue ($266.87B vs $134.49B). SHEL leads profitability with a 7.0% profit margin vs 3.1%. PSX appears more attractively valued with a PEG of 1.07. SHEL earns a higher WallStSmart Score of 65/100 (C+).

PSX

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 5.0Value: 7.3Quality: 6.5
Piotroski: 5/9Altman Z: 3.20

SHEL

Buy

65

out of 100

Grade: C+

Growth: 4.7Profit: 6.0Value: 6.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSXUndervalued (+26.4%)

Margin of Safety

+26.4%

Fair Value

$219.30

Current Price

$175.36

$43.94 discount

UndervaluedFair: $219.30Overvalued
SHELUndervalued (+4.6%)

Margin of Safety

+4.6%

Fair Value

$84.67

Current Price

$85.36

$0.69 discount

UndervaluedFair: $84.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PSX4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.2010/10

Safe zone — low bankruptcy risk

Market CapQuality
$67.48B9/10

Large-cap with strong market position

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$234.12B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.6%8/10

Earnings expanding 26.6% YoY

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

Areas to Watch

PSX4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Operating MarginProfitability
0.6%3/10

Operating margin of 0.6%

EPS GrowthGrowth
-56.8%2/10

Earnings declined 56.8%

Free Cash FlowQuality
$-2.85B2/10

Negative free cash flow — burning cash

SHEL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.3%4/10

1.3% revenue growth

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : PSX

The strongest argument for PSX centers on Altman Z-Score, Market Cap, P/E Ratio. PEG of 1.07 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 1.25 suggests the stock is reasonably priced for its growth.

Bear Case : PSX

The primary concerns for PSX are Profit Margin, Operating Margin, EPS Growth. Thin 3.1% 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

PSX carries more volatility with a beta of 0.69 — expect wider price swings.

PSX is growing revenue faster at 6.9% — sustainability is the question.

SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.

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

Bottom Line

SHEL scores higher overall (65/100 vs 54/100). PSX offers better value entry with a 26.4% margin of safety. 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.

Phillips 66

ENERGY · OIL & GAS REFINING & MARKETING · USA

The Phillips 66 Company is an American multinational energy company headquartered in Westchase, Houston, Texas.

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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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