WallStSmart

Shell PLC ADR (SHEL)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 649% more annual revenue ($296.60B vs $39.58B). SHEL leads profitability with a 8.8% profit margin vs 2.9%. SHEL appears more attractively valued with a PEG of 1.56. SHEL earns a higher WallStSmart Score of 73/100 (B).

SHEL

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37

SUN

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 5.0Value: 6.7Quality: 4.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELSignificantly Overvalued (-63.0%)

Margin of Safety

-63.0%

Fair Value

$58.46

Current Price

$96.77

$38.31 premium

UndervaluedFair: $58.46Overvalued
SUNUndervalued (+50.0%)

Margin of Safety

+50.0%

Fair Value

$119.67

Current Price

$77.67

$42.00 discount

UndervaluedFair: $119.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL6 strengths · Avg: 10.0/10
Market CapQuality
$266.01B10/10

Mega-cap, among the largest globally

P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
44.7%10/10

Revenue surging 44.7% year-over-year

EPS GrowthGrowth
220.0%10/10

Earnings expanding 220.0% YoY

Free Cash FlowQuality
$17.40B10/10

Generating 17.4B in free cash flow

SUN4 strengths · Avg: 9.0/10
Revenue GrowthGrowth
164.5%10/10

Revenue surging 164.5% year-over-year

EPS GrowthGrowth
185.0%10/10

Earnings expanding 185.0% YoY

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

SHEL2 concerns · Avg: 3.5/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SUN4 concerns · Avg: 3.0/10
Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Operating MarginProfitability
4.1%3/10

Operating margin of 4.1%

Debt/EquityHealth
1.783/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 44.7% demonstrates continued momentum.

Bull Case : SUN

The strongest argument for SUN centers on Revenue Growth, EPS Growth, P/E Ratio. Revenue growth of 164.5% demonstrates continued momentum.

Bear Case : SHEL

The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.

Bear Case : SUN

The primary concerns for SUN are Profit Margin, Operating Margin, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

SUN carries more volatility with a beta of 0.42 — expect wider price swings.

SUN is growing revenue faster at 164.5% — sustainability is the question.

SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.

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

Bottom Line

SHEL scores higher overall (73/100 vs 66/100) and 44.7% revenue growth. SUN offers better value entry with a 50.0% margin of safety. Both earn "Strong 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.

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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Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

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