WallStSmart

Shell PLC ADR (SHEL)vsCactus Inc (WHD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 22421% more annual revenue ($267.34B vs $1.19B). WHD leads profitability with a 13.0% profit margin vs 7.0%. SHEL trades at a lower P/E of 13.4x. SHEL earns a higher WallStSmart Score of 63/100 (C+).

SHEL

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37

WHD

Buy

50

out of 100

Grade: C-

Growth: 6.7Profit: 5.5Value: 4.0Quality: 8.5
Piotroski: 4/9Altman Z: 4.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELSignificantly Overvalued (-59.1%)

Margin of Safety

-59.1%

Fair Value

$53.84

Current Price

$85.40

$31.56 premium

UndervaluedFair: $53.84Overvalued

Intrinsic value data unavailable for WHD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$238.11B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.6%8/10

Earnings expanding 26.6% YoY

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

WHD3 strengths · Avg: 10.0/10
Revenue GrowthGrowth
38.5%10/10

Revenue surging 38.5% year-over-year

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.0210/10

Safe zone — low bankruptcy risk

Areas to Watch

SHEL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WHD3 concerns · Avg: 2.3/10
Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

P/E RatioValuation
55.2x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-15.4%2/10

Earnings declined 15.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bull Case : WHD

The strongest argument for WHD centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 38.5% demonstrates continued momentum.

Bear Case : SHEL

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

Bear Case : WHD

The primary concerns for WHD are Return on Equity, P/E Ratio, EPS Growth. A P/E of 55.2x leaves little room for execution misses.

Key Dynamics to Monitor

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

WHD carries more volatility with a beta of 1.38 — expect wider price swings.

WHD is growing revenue faster at 38.5% — sustainability is the question.

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

Bottom Line

SHEL scores higher overall (63/100 vs 50/100). 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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Cactus Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Cactus, Inc. designs, manufactures, sells, and leases a variety of wellheads and pressure control equipment in the United States. The company is headquartered in Houston, Texas.

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