WallStSmart

Shell PLC ADR (SHEL)vsYum! Brands Inc (YUM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 3149% more annual revenue ($266.89B vs $8.21B). YUM leads profitability with a 19.0% profit margin vs 6.7%. YUM appears more attractively valued with a PEG of 1.96. YUM earns a higher WallStSmart Score of 59/100 (C).

SHEL

Buy

57

out of 100

Grade: C

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

YUM

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 10.0Quality: 4.5
Piotroski: 2/9
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
YUMUndervalued (+38.8%)

Margin of Safety

+38.8%

Fair Value

$259.74

Current Price

$159.16

$100.58 discount

UndervaluedFair: $259.74Overvalued

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

YUM2 strengths · Avg: 9.0/10
Operating MarginProfitability
31.9%10/10

Strong operational efficiency at 31.9%

EPS GrowthGrowth
27.7%8/10

Earnings expanding 27.7% YoY

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%

YUM4 concerns · Avg: 3.5/10
PEG RatioValuation
1.964/10

Expensive relative to growth rate

P/E RatioValuation
28.7x4/10

Moderate valuation

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SHEL

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

Bull Case : YUM

The strongest argument for YUM centers on Operating Margin, EPS Growth. Profitability is solid with margins at 19.0% and operating margin at 31.9%.

Bear Case : SHEL

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

Bear Case : YUM

The primary concerns for YUM are PEG Ratio, P/E Ratio, Return on Equity.

Key Dynamics to Monitor

SHEL profiles as a value stock while YUM is a mature play — different risk/reward profiles.

YUM carries more volatility with a beta of 0.64 — expect wider price swings.

YUM is growing revenue faster at 6.5% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

Bottom Line

YUM scores higher overall (59/100 vs 57/100), backed by strong 19.0% margins. 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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Yum! Brands Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Yum! Brands, Inc. is an American fast food corporation listed on the Fortune 1000. Yum! operates the brands KFC, Pizza Hut, Taco Bell, The Habit Burger Grill, and WingStreet worldwide, except in China, where the brands are operated by a separate company, Yum China.

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