Hess Midstream Partners LP (HESM)vsShell PLC ADR (SHEL)
HESM
Hess Midstream Partners LP
$38.82
-0.38%
ENERGY · Cap: $7.95B
SHEL
Shell PLC ADR
$77.70
-2.28%
ENERGY · Cap: $216.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 16307% more annual revenue ($267.34B vs $1.63B). HESM leads profitability with a 22.6% profit margin vs 7.0%. SHEL appears more attractively valued with a PEG of 1.18. SHEL earns a higher WallStSmart Score of 63/100 (C+).
HESM
Buy60
out of 100
Grade: C+
SHEL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.3%
Fair Value
$31.30
Current Price
$38.82
$7.52 premium
Margin of Safety
-44.0%
Fair Value
$53.97
Current Price
$77.70
$23.73 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 71 in profit
Strong operational efficiency at 61.0%
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Mega-cap, among the largest globally
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 26.6% YoY
Generating 1.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 9.6x book value
2.1% revenue growth
4.8% earnings growth
0.7% revenue growth
7.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HESM
The strongest argument for HESM centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 61.0%.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : HESM
The primary concerns for HESM are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 7.28 is elevated, increasing financial risk.
Bear Case : SHEL
The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
HESM carries more volatility with a beta of 0.51 — expect wider price swings.
HESM is growing revenue faster at 2.1% — sustainability is the question.
SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
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.
Hess Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Hess Midstream LP owns, develops, operates and acquires midstream assets. The company is headquartered in Houston, Texas.
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 OIL & GAS MIDSTREAM Stocks
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