WallStSmart

Alliance Resource Partners LP (ARLP)vsChevron Corp (CVX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chevron Corp generates 9529% more annual revenue ($209.38B vs $2.17B). ARLP leads profitability with a 12.2% profit margin vs 9.8%. ARLP appears more attractively valued with a PEG of 0.55. CVX earns a higher WallStSmart Score of 77/100 (B+).

ARLP

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 6.5Value: 8.7Quality: 5.8
Piotroski: 3/9

CVX

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 6.5Value: 5.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARLPUndervalued (+43.5%)

Margin of Safety

+43.5%

Fair Value

$45.16

Current Price

$26.53

$18.63 discount

UndervaluedFair: $45.16Overvalued
CVXSignificantly Overvalued (-89.2%)

Margin of Safety

-89.2%

Fair Value

$113.12

Current Price

$214.06

$100.94 premium

UndervaluedFair: $113.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARLP4 strengths · Avg: 8.0/10
PEG RatioValuation
0.558/10

Growing faster than its price suggests

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
34.1%8/10

Earnings expanding 34.1% YoY

CVX6 strengths · Avg: 9.5/10
Market CapQuality
$419.90B10/10

Mega-cap, among the largest globally

Revenue GrowthGrowth
53.5%10/10

Revenue surging 53.5% year-over-year

EPS GrowthGrowth
321.9%10/10

Earnings expanding 321.9% YoY

Free Cash FlowQuality
$18.09B10/10

Generating 18.1B in free cash flow

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.948/10

Growing faster than its price suggests

Areas to Watch

ARLP2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

CVX1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ARLP

The strongest argument for ARLP centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.55 suggests the stock is reasonably priced for its growth.

Bull Case : CVX

The strongest argument for CVX centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 53.5% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.

Bear Case : ARLP

The primary concerns for ARLP are Revenue Growth, Piotroski F-Score.

Bear Case : CVX

The primary concerns for CVX are Piotroski F-Score.

Key Dynamics to Monitor

ARLP profiles as a value stock while CVX is a hypergrowth play — different risk/reward profiles.

CVX carries more volatility with a beta of 0.49 — expect wider price swings.

CVX is growing revenue faster at 53.5% — sustainability is the question.

CVX generates stronger free cash flow (18.1B), providing more financial flexibility.

Bottom Line

CVX scores higher overall (77/100 vs 69/100) and 53.5% revenue growth. ARLP offers better value entry with a 43.5% margin of safety. Both earn "Strong Buy" and "Strong 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.

Alliance Resource Partners LP

ENERGY · THERMAL COAL · USA

Alliance Resource Partners, LP, a diversified natural resources company, produces and markets coal primarily for industrial and utility users in the United States. The company is headquartered in Tulsa, Oklahoma.

Chevron Corp

ENERGY · OIL & GAS INTEGRATED · USA

Chevron Corporation is an American multinational energy corporation. One of the successor companies of Standard Oil, it is headquartered in San Ramon, California, and active in more than 180 countries. Chevron is engaged in every aspect of the oil and natural gas industries, including hydrocarbon exploration and production; refining, marketing and transport; chemicals manufacturing and sales; and power generation.

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