H2O America (HTO)vsShell PLC ADR (SHEL)
HTO
H2O America
$57.60
-0.66%
UTILITIES · Cap: $2.37B
SHEL
Shell PLC ADR
$88.98
-1.86%
ENERGY · Cap: $252.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 32595% more annual revenue ($266.89B vs $816.28M). HTO leads profitability with a 12.9% profit margin vs 6.7%. SHEL appears more attractively valued with a PEG of 1.31. SHEL earns a higher WallStSmart Score of 61/100 (C+).
HTO
Buy57
out of 100
Grade: C
SHEL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.5%
Fair Value
$76.99
Current Price
$57.60
$19.39 discount
Margin of Safety
+4.3%
Fair Value
$84.45
Current Price
$88.98
$4.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.5%
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 376.2% YoY
Attractively priced relative to earnings
Generating 3.4B in free cash flow
Areas to Watch
0.0% earnings growth
ROE of 6.5% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
6.7% margin — thin
Revenue declined 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : HTO
The strongest argument for HTO centers on Price/Book, Operating Margin.
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 : HTO
The primary concerns for HTO are EPS Growth, Return on Equity, PEG Ratio.
Bear Case : SHEL
The primary concerns for SHEL are Profit Margin, Revenue Growth.
Key Dynamics to Monitor
HTO carries more volatility with a beta of 0.41 — expect wider price swings.
HTO is growing revenue faster at 9.4% — sustainability is the question.
SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor UTILITIES - REGULATED WATER industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (61/100 vs 57/100). HTO offers better value entry with a 32.5% margin of safety. 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.
H2O America
UTILITIES · UTILITIES - REGULATED WATER · USA
H2O America, provides water utility and other related services in the United States. The company is headquartered in San Jose, California.
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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