WallStSmart

Helix Energy Solutions Group Inc (HLX)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 72768% more annual revenue ($548.49B vs $752.73M). HLX leads profitability with a 25.6% profit margin vs 24.3%. PBR appears more attractively valued with a PEG of 5.87. PBR earns a higher WallStSmart Score of 84/100 (A-).

HLX

Strong Buy

79

out of 100

Grade: B+

Growth: 8.7Profit: 6.5Value: 3.3Quality: 7.5
Piotroski: 4/9Altman Z: 1.84

PBR

Exceptional Buy

84

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLXOvervalued (-10.6%)

Margin of Safety

-10.6%

Fair Value

$8.00

Current Price

$10.60

$2.60 premium

UndervaluedFair: $8.00Overvalued
PBRUndervalued (+88.9%)

Margin of Safety

+88.9%

Fair Value

$188.27

Current Price

$21.20

$167.07 discount

UndervaluedFair: $188.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLX5 strengths · Avg: 9.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
16321.0%10/10

Earnings expanding 16321.0% YoY

Profit MarginProfitability
25.6%9/10

Keeps 26 of every $100 in revenue as profit

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

Revenue GrowthGrowth
23.5%8/10

Revenue surging 23.5% year-over-year

PBR6 strengths · Avg: 9.8/10
P/E RatioValuation
5.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Market CapQuality
$129.66B9/10

Large-cap with strong market position

Areas to Watch

HLX4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Market CapQuality
$1.56B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

PEG RatioValuation
17.672/10

Expensive relative to growth rate

PBR1 concerns · Avg: 2.0/10
PEG RatioValuation
5.872/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HLX

The strongest argument for HLX centers on Price/Book, EPS Growth, Profit Margin. Profitability is solid with margins at 25.6% and operating margin at 21.6%. Revenue growth of 23.5% demonstrates continued momentum.

Bull Case : PBR

The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.

Bear Case : HLX

The primary concerns for HLX are Altman Z-Score, Market Cap, Return on Equity. A P/E of 44.2x leaves little room for execution misses.

Bear Case : PBR

The primary concerns for PBR are PEG Ratio.

Key Dynamics to Monitor

HLX carries more volatility with a beta of 1.17 — expect wider price swings.

PBR is growing revenue faster at 42.3% — sustainability is the question.

PBR generates stronger free cash flow (7.3B), providing more financial flexibility.

Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PBR scores higher overall (84/100 vs 79/100), backed by strong 24.3% margins and 42.3% revenue growth. Both earn "Exceptional 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.

Helix Energy Solutions Group Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Helix Energy Solutions Group, Inc., an offshore energy services company, provides specialized services to the offshore energy industry primarily in the regions of Brazil, the Gulf of Mexico, the North Sea, Asia Pacific and Africa. Western. The company is headquartered in Houston, Texas.

Petroleo Brasileiro Petrobras SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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