Shell PLC ADR (SHEL)vsSan Juan Basin Royalty Trust (SJT)
SHEL
Shell PLC ADR
$90.67
+1.98%
ENERGY · Cap: $252.85B
SJT
San Juan Basin Royalty Trust
$4.29
+1.42%
ENERGY · Cap: $198.09M
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 2244625678% more annual revenue ($266.89B vs $11,890). SHEL leads profitability with a 6.7% profit margin vs 0.0%. SJT appears more attractively valued with a PEG of 0.72. SHEL earns a higher WallStSmart Score of 61/100 (C+).
SHEL
Buy61
out of 100
Grade: C+
SJT
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.2%
Fair Value
$84.32
Current Price
$90.67
$6.35 discount
Intrinsic value data unavailable for SJT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 376.2% YoY
Attractively priced relative to earnings
Generating 3.4B in free cash flow
Growing faster than its price suggests
Areas to Watch
6.7% margin — thin
Revenue declined 3.3%
Smaller company, higher risk/reward
0.0% margin — thin
Trading at 85.8x book value
ROE of -15.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.31 suggests the stock is reasonably priced for its growth.
Bull Case : SJT
The strongest argument for SJT centers on PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : SHEL
The primary concerns for SHEL are Profit Margin, Revenue Growth.
Bear Case : SJT
The primary concerns for SJT are Market Cap, Profit Margin, Price/Book.
Key Dynamics to Monitor
SJT carries more volatility with a beta of 0.79 — expect wider price swings.
SHEL is growing revenue faster at -3.3% — 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
SHEL scores higher overall (61/100 vs 24/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →San Juan Basin Royalty Trust
ENERGY · OIL & GAS E&P · USA
The San Juan Basin Royalty Trust is an express trust in Texas. The company is headquartered in Houston, Texas.
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