WallStSmart

Devon Energy Corporation (DVN)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 1564% more annual revenue ($266.89B vs $16.04B). DVN leads profitability with a 16.5% profit margin vs 6.7%. SHEL appears more attractively valued with a PEG of 1.31. SHEL earns a higher WallStSmart Score of 61/100 (C+).

DVN

Buy

61

out of 100

Grade: C+

Growth: 2.0Profit: 7.5Value: 6.0Quality: 4.3
Piotroski: 2/9Altman Z: 1.91

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DVNUndervalued (+25.1%)

Margin of Safety

+25.1%

Fair Value

$60.05

Current Price

$51.37

$8.68 discount

UndervaluedFair: $60.05Overvalued
SHELUndervalued (+4.2%)

Margin of Safety

+4.2%

Fair Value

$84.32

Current Price

$90.67

$6.35 discount

UndervaluedFair: $84.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DVN3 strengths · Avg: 8.0/10
P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.7%8/10

Strong operational efficiency at 22.7%

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$252.85B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

Areas to Watch

DVN4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.932/10

Expensive relative to growth rate

Revenue GrowthGrowth
-12.1%2/10

Revenue declined 12.1%

SHEL2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : DVN

The strongest argument for DVN centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.5% and operating margin at 22.7%.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.31 suggests the stock is reasonably priced for its growth.

Bear Case : DVN

The primary concerns for DVN are Altman Z-Score, Piotroski F-Score, PEG Ratio.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Revenue Growth.

Key Dynamics to Monitor

DVN profiles as a declining stock while SHEL is a value play — different risk/reward profiles.

DVN carries more volatility with a beta of 0.53 — 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

DVN scores higher overall (61/100 vs 61/100), backed by strong 16.5% margins. 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.

Devon Energy Corporation

ENERGY · OIL & GAS E&P · USA

Devon Energy Corporation is an American energy company engaged in hydrocarbon exploration in the American market.

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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