WallStSmart

Shell PLC ADR (SHEL)vsT-Mobile US Inc (TMUS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 202% more annual revenue ($266.89B vs $88.31B). TMUS leads profitability with a 12.4% profit margin vs 6.7%. TMUS appears more attractively valued with a PEG of 0.80. TMUS earns a higher WallStSmart Score of 60/100 (C).

SHEL

Buy

57

out of 100

Grade: C

Growth: 2.7Profit: 5.5Value: 10.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.34

TMUS

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.06
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELUndervalued (+71.2%)

Margin of Safety

+71.2%

Fair Value

$280.80

Current Price

$91.12

$189.68 discount

UndervaluedFair: $280.80Overvalued
TMUSSignificantly Overvalued (-235.8%)

Margin of Safety

-235.8%

Fair Value

$66.10

Current Price

$211.36

$145.26 premium

UndervaluedFair: $66.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL4 strengths · Avg: 8.5/10
Market CapQuality
$254.34B10/10

Mega-cap, among the largest globally

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

TMUS3 strengths · Avg: 8.7/10
Market CapQuality
$236.30B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Free Cash FlowQuality
$4.18B8/10

Generating 4.2B in free cash flow

Areas to Watch

SHEL4 concerns · Avg: 3.3/10
PEG RatioValuation
2.254/10

Expensive relative to growth rate

EPS GrowthGrowth
3.8%4/10

3.8% earnings growth

Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

TMUS3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.993/10

Elevated debt levels

EPS GrowthGrowth
-26.6%2/10

Earnings declined 26.6%

Altman Z-ScoreHealth
1.062/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book.

Bull Case : TMUS

The strongest argument for TMUS centers on Market Cap, PEG Ratio, Free Cash Flow. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.

Bear Case : SHEL

The primary concerns for SHEL are PEG Ratio, EPS Growth, Profit Margin.

Bear Case : TMUS

The primary concerns for TMUS are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

TMUS carries more volatility with a beta of 0.41 — expect wider price swings.

TMUS is growing revenue faster at 11.3% — sustainability is the question.

TMUS generates stronger free cash flow (4.2B), providing more financial flexibility.

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

Bottom Line

TMUS scores higher overall (60/100 vs 57/100) and 11.3% revenue growth. SHEL offers better value entry with a 71.2% 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.

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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T-Mobile US Inc

COMMUNICATION SERVICES · TELECOM SERVICES · USA

T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.

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