WallStSmart

Shell PLC ADR (SHEL)vsTransportadora de Gas del Sur SA ADR (TGS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Transportadora de Gas del Sur SA ADR generates 525% more annual revenue ($1.85T vs $296.60B). TGS leads profitability with a 28.0% profit margin vs 8.8%. SHEL trades at a lower P/E of 10.3x. 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

TGS

Strong Buy

72

out of 100

Grade: B

Growth: 9.3Profit: 8.5Value: 6.0Quality: 8.0
Piotroski: 5/9Altman Z: 2.21
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

Intrinsic value data unavailable for TGS.

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

TGS6 strengths · Avg: 9.2/10
Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

EPS GrowthGrowth
147.6%10/10

Earnings expanding 147.6% YoY

Free Cash FlowQuality
$256.43B10/10

Generating 256.4B in free cash flow

Profit MarginProfitability
28.0%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

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

TGS0 concerns · Avg: 0/10

No major concerns identified

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 : TGS

The strongest argument for TGS centers on Operating Margin, EPS Growth, Free Cash Flow. Profitability is solid with margins at 28.0% and operating margin at 40.7%. Revenue growth of 15.4% demonstrates continued momentum.

Bear Case : SHEL

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

Bear Case : TGS

No major red flags identified for TGS, but monitor valuation.

Key Dynamics to Monitor

SHEL profiles as a hypergrowth stock while TGS is a growth play — different risk/reward profiles.

SHEL carries more volatility with a beta of -0.22 — expect wider price swings.

SHEL is growing revenue faster at 44.7% — sustainability is the question.

TGS generates stronger free cash flow (256.4B), providing more financial flexibility.

Bottom Line

SHEL scores higher overall (73/100 vs 72/100) and 44.7% revenue growth. 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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Transportadora de Gas del Sur SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Transportadora de Gas del Sur SA provides natural gas transportation and distribution services in Argentina. The company is headquartered in Buenos Aires, Argentina.

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