WallStSmart

Shell PLC ADR (SHEL)vsUbiquiti Networks Inc (UI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 8880% more annual revenue ($266.89B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 6.7%. UI appears more attractively valued with a PEG of 1.10. UI earns a higher WallStSmart Score of 71/100 (B).

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.37

UI

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 10.0Value: 3.3Quality: 7.3
Piotroski: 5/9Altman Z: 5.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELUndervalued (+4.5%)

Margin of Safety

+4.5%

Fair Value

$84.58

Current Price

$83.97

$0.61 discount

UndervaluedFair: $84.58Overvalued
UISignificantly Overvalued (-85.1%)

Margin of Safety

-85.1%

Fair Value

$385.30

Current Price

$842.10

$456.80 premium

UndervaluedFair: $385.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$243.12B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

UI6 strengths · Avg: 9.8/10
Return on EquityProfitability
136.1%10/10

Every $100 of equity generates 136 in profit

Operating MarginProfitability
35.9%10/10

Strong operational efficiency at 35.9%

Revenue GrowthGrowth
35.8%10/10

Revenue surging 35.8% year-over-year

EPS GrowthGrowth
70.8%10/10

Earnings expanding 70.8% YoY

Altman Z-ScoreHealth
5.1410/10

Safe zone — low bankruptcy risk

Market CapQuality
$56.08B9/10

Large-cap with strong market position

Areas to Watch

SHEL3 concerns · Avg: 2.7/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

UI2 concerns · Avg: 2.0/10
P/E RatioValuation
63.3x2/10

Premium valuation, high expectations priced in

Price/BookValuation
50.2x2/10

Trading at 50.2x book value

Comparative Analysis Report

WallStSmart Research

Bull 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 : UI

The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Piotroski F-Score, Revenue Growth.

Bear Case : UI

The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.

Key Dynamics to Monitor

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

UI carries more volatility with a beta of 1.47 — expect wider price swings.

UI is growing revenue faster at 35.8% — sustainability is the question.

SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

UI scores higher overall (71/100 vs 61/100), backed by strong 29.9% margins and 35.8% 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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Ubiquiti Networks Inc

TECHNOLOGY · COMMUNICATION EQUIPMENT · USA

Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.

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