Hess Midstream Partners LP (HESM)vsShell PLC ADR (SHEL)
HESM
Hess Midstream Partners LP
$29.96
-1.12%
ENERGY · Cap: $6.54B
SHEL
Shell PLC ADR
$99.09
-1.03%
ENERGY · Cap: $297.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 18274% more annual revenue ($296.60B vs $1.61B). HESM leads profitability with a 23.2% profit margin vs 8.8%. HESM appears more attractively valued with a PEG of 1.57. SHEL earns a higher WallStSmart Score of 70/100 (B).
HESM
Buy58
out of 100
Grade: C
SHEL
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.8%
Fair Value
$31.72
Current Price
$29.96
$1.76 premium
Margin of Safety
-77.1%
Fair Value
$59.39
Current Price
$99.09
$39.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 71 in profit
Strong operational efficiency at 63.5%
Keeps 23 of every $100 in revenue as profit
Mega-cap, among the largest globally
Attractively priced relative to earnings
Revenue surging 44.7% year-over-year
Earnings expanding 220.0% YoY
Generating 17.4B in free cash flow
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
1.4% earnings growth
Revenue declined 3.7%
Elevated debt levels
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HESM
The strongest argument for HESM centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.2% and operating margin at 63.5%.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Revenue Growth. Revenue growth of 44.7% demonstrates continued momentum.
Bear Case : HESM
The primary concerns for HESM are PEG Ratio, EPS Growth, Revenue Growth. Debt-to-equity of 7.15 is elevated, increasing financial risk.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
HESM profiles as a declining stock while SHEL is a hypergrowth play — different risk/reward profiles.
HESM carries more volatility with a beta of 0.56 — expect wider price swings.
SHEL is growing revenue faster at 44.7% — sustainability is the question.
SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.
Bottom Line
SHEL scores higher overall (70/100 vs 58/100) and 44.7% revenue growth. Both earn "Strong 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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