WallStSmart

Shell PLC ADR (SHEL)vsYPF Sociedad Anonima (YPF)

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Smart Verdict

WallStSmart Research — data-driven comparison

YPF Sociedad Anonima generates 9373% more annual revenue ($25.33T vs $267.34B). SHEL leads profitability with a 7.0% profit margin vs -1.8%. YPF appears more attractively valued with a PEG of 0.10. 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

YPF

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 4.5Value: 6.7Quality: 4.5
Piotroski: 4/9Altman Z: 1.45
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 YPF.

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

YPF3 strengths · Avg: 9.3/10
PEG RatioValuation
0.1010/10

Growing faster than its price suggests

Revenue GrowthGrowth
42.8%10/10

Revenue surging 42.8% year-over-year

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

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

YPF4 concerns · Avg: 1.8/10
Return on EquityProfitability
-2.9%2/10

ROE of -2.9% — below average capital efficiency

EPS GrowthGrowth
-86.0%2/10

Earnings declined 86.0%

Altman Z-ScoreHealth
1.452/10

Distress zone — elevated risk

Profit MarginProfitability
-1.8%1/10

Currently unprofitable

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 : YPF

The strongest argument for YPF centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 42.8% demonstrates continued momentum. PEG of 0.10 suggests the stock is reasonably priced for its growth.

Bear Case : SHEL

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

Bear Case : YPF

The primary concerns for YPF are Return on Equity, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

SHEL profiles as a value stock while YPF is a hypergrowth play — different risk/reward profiles.

YPF carries more volatility with a beta of -0.03 — expect wider price swings.

YPF is growing revenue faster at 42.8% — 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 60/100). 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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YPF Sociedad Anonima

ENERGY · OIL & GAS INTEGRATED · USA

YPF Sociedad Annima, an energy company, operates in the upstream and downstream oil and gas activities in Argentina. The company is headquartered in Buenos Aires, Argentina.

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