Shell PLC ADR (SHEL)vsTenaris SA ADR (TS)
SHEL
Shell PLC ADR
$90.67
+1.98%
ENERGY · Cap: $248.82B
TS
Tenaris SA ADR
$63.54
+0.62%
ENERGY · Cap: $32.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 2128% more annual revenue ($266.89B vs $11.98B). TS leads profitability with a 16.1% profit margin vs 6.7%. SHEL appears more attractively valued with a PEG of 1.32. SHEL earns a higher WallStSmart Score of 61/100 (C+).
SHEL
Buy61
out of 100
Grade: C+
TS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$84.23
Current Price
$90.67
$6.44 discount
Margin of Safety
+15.2%
Fair Value
$57.39
Current Price
$63.54
$6.15 discount
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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
6.7% margin — thin
Revenue declined 3.3%
Weak financial health signals
Expensive relative to growth rate
Earnings declined 6.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bull Case : TS
The strongest argument for TS centers on Altman Z-Score, P/E Ratio. Profitability is solid with margins at 16.1% and operating margin at 17.6%.
Bear Case : SHEL
The primary concerns for SHEL are Profit Margin, Revenue Growth.
Bear Case : TS
The primary concerns for TS are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
SHEL profiles as a value stock while TS is a mature play — different risk/reward profiles.
TS carries more volatility with a beta of 0.46 — expect wider price swings.
TS is growing revenue faster at 5.3% — sustainability is the question.
SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
SHEL scores higher overall (61/100 vs 51/100). TS offers better value entry with a 15.2% 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.
Visit Website →Tenaris SA ADR
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Tenaris SA produces and sells welded and seamless tubular steel products; and provides related services for the oil and gas industry and other industrial applications. The company is headquartered in Luxembourg, Luxembourg.
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