WallStSmart

Shell PLC ADR (SHEL)vsTsakos Energy Navigation Ltd (TEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 33316% more annual revenue ($266.89B vs $798.69M). TEN leads profitability with a 20.2% profit margin vs 6.7%. SHEL appears more attractively valued with a PEG of 1.31. TEN earns a higher WallStSmart Score of 72/100 (B).

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.34

TEN

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELUndervalued (+4.2%)

Margin of Safety

+4.2%

Fair Value

$84.32

Current Price

$90.67

$6.35 discount

UndervaluedFair: $84.32Overvalued
TENSignificantly Overvalued (-70.8%)

Margin of Safety

-70.8%

Fair Value

$15.92

Current Price

$40.68

$24.76 premium

UndervaluedFair: $15.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$252.85B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

TEN6 strengths · Avg: 9.5/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.6%10/10

Strong operational efficiency at 36.6%

EPS GrowthGrowth
320.1%10/10

Earnings expanding 320.1% YoY

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

Areas to Watch

SHEL2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

TEN3 concerns · Avg: 2.3/10
Market CapQuality
$1.20B3/10

Smaller company, higher risk/reward

PEG RatioValuation
2.532/10

Expensive relative to growth rate

Free Cash FlowQuality
$02/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : TEN

The strongest argument for TEN centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 20.2% and operating margin at 36.6%. Revenue growth of 18.0% demonstrates continued momentum.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Revenue Growth.

Bear Case : TEN

The primary concerns for TEN are Market Cap, PEG Ratio, Free Cash Flow.

Key Dynamics to Monitor

SHEL profiles as a value stock while TEN is a growth play — different risk/reward profiles.

SHEL carries more volatility with a beta of -0.21 — expect wider price swings.

TEN is growing revenue faster at 18.0% — sustainability is the question.

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

Bottom Line

TEN scores higher overall (72/100 vs 61/100), backed by strong 20.2% margins and 18.0% revenue growth. 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.

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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Tsakos Energy Navigation Ltd

ENERGY · OIL & GAS MIDSTREAM · USA

Tenneco Inc. designs, manufactures and sells clean air, powertrain and driving performance products and systems for light vehicle, commercial truck, off-road, industrial and aftermarket customers worldwide. The company is headquartered in Lake Forest, Illinois.

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