WallStSmart

Helix Energy Solutions Group Inc (HLX)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 20408% more annual revenue ($266.89B vs $1.30B). SHEL leads profitability with a 6.7% profit margin vs 1.1%. SHEL appears more attractively valued with a PEG of 1.31. SHEL earns a higher WallStSmart Score of 61/100 (C+).

HLX

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 4.7Quality: 6.5
Piotroski: 3/9Altman Z: 1.81

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

HLXUndervalued (+49.3%)

Margin of Safety

+49.3%

Fair Value

$17.46

Current Price

$10.35

$7.11 discount

UndervaluedFair: $17.46Overvalued
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

HLX1 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

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

HLX4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

Altman Z-ScoreHealth
1.814/10

Grey zone — moderate risk

Market CapQuality
$1.46B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

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 : HLX

The strongest argument for HLX centers on Price/Book.

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 : HLX

The primary concerns for HLX are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 99.3x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.

Bear Case : SHEL

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

Key Dynamics to Monitor

HLX carries more volatility with a beta of 1.15 — expect wider price swings.

HLX is growing revenue faster at 3.6% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

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

Bottom Line

SHEL scores higher overall (61/100 vs 41/100). HLX offers better value entry with a 49.3% margin of safety. Both earn "Buy" and "Hold" 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.

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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