WallStSmart

Helmerich and Payne Inc (HP)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 6580% more annual revenue ($267.34B vs $4.00B). SHEL leads profitability with a 7.0% profit margin vs -9.4%. SHEL appears more attractively valued with a PEG of 1.27. SHEL earns a higher WallStSmart Score of 63/100 (C+).

HP

Hold

37

out of 100

Grade: F

Growth: 4.7Profit: 2.5Value: 5.7Quality: 5.5
Piotroski: 2/9Altman Z: 1.68

SHEL

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HPUndervalued (+54.1%)

Margin of Safety

+54.1%

Fair Value

$74.71

Current Price

$37.46

$37.25 discount

UndervaluedFair: $74.71Overvalued
SHELSignificantly Overvalued (-59.1%)

Margin of Safety

-59.1%

Fair Value

$53.84

Current Price

$85.40

$31.56 premium

UndervaluedFair: $53.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HP1 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$238.11B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.6%8/10

Earnings expanding 26.6% YoY

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

Areas to Watch

HP4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.684/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.782/10

Expensive relative to growth rate

Return on EquityProfitability
-13.0%2/10

ROE of -13.0% — below average capital efficiency

SHEL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HP

The strongest argument for HP centers on Price/Book.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : HP

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

Bear Case : SHEL

The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

HP profiles as a turnaround stock while SHEL is a value play — different risk/reward profiles.

HP carries more volatility with a beta of 0.61 — expect wider price swings.

SHEL is growing revenue faster at 0.7% — sustainability is the question.

SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

SHEL scores higher overall (63/100 vs 37/100). HP offers better value entry with a 54.1% 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.

Helmerich and Payne Inc

ENERGY · OIL & GAS DRILLING · USA

Helmerich & Payne, Inc. provides drilling services and solutions for exploration and production companies. The company is headquartered in Tulsa, Oklahoma.

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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