Brookfield Business Partners LP (BBU)vsShell PLC ADR (SHEL)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
SHEL
Shell PLC ADR
$91.12
+0.45%
ENERGY · Cap: $254.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 872% more annual revenue ($266.89B vs $27.46B). SHEL leads profitability with a 6.7% profit margin vs -0.1%. SHEL earns a higher WallStSmart Score of 57/100 (C).
BBU
Buy52
out of 100
Grade: C-
SHEL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
+71.2%
Fair Value
$280.80
Current Price
$91.12
$189.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 3.4B in free cash flow
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Expensive relative to growth rate
3.8% earnings growth
6.7% margin — thin
Revenue declined 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while SHEL is a value play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
SHEL is growing revenue faster at -3.3% — sustainability is the question.
SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
SHEL scores higher overall (57/100 vs 52/100). 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.
Brookfield Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →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.
Visit Website →Compare with Other CONGLOMERATES Stocks
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