WallStSmart

Icahn Enterprises LP (IEP)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 2736% more annual revenue ($266.89B vs $9.41B). SHEL leads profitability with a 6.7% profit margin vs -3.1%. IEP appears more attractively valued with a PEG of 1.15. SHEL earns a higher WallStSmart Score of 61/100 (C+).

IEP

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 3.0Value: 7.0Quality: 6.5
Piotroski: 5/9

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

IEPUndervalued (+55.5%)

Margin of Safety

+55.5%

Fair Value

$18.49

Current Price

$8.20

$10.29 discount

UndervaluedFair: $18.49Overvalued
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

IEP2 strengths · Avg: 9.0/10
EPS GrowthGrowth
960.0%10/10

Earnings expanding 960.0% YoY

Price/BookValuation
1.9x8/10

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

IEP3 concerns · Avg: 1.7/10
Return on EquityProfitability
-8.1%2/10

ROE of -8.1% — below average capital efficiency

Free Cash FlowQuality
$-496.00M2/10

Negative free cash flow — burning cash

Profit MarginProfitability
-3.1%1/10

Currently unprofitable

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 : IEP

The strongest argument for IEP centers on EPS Growth, Price/Book. PEG of 1.15 suggests the stock is reasonably priced for its growth.

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 : IEP

The primary concerns for IEP are Return on Equity, Free Cash Flow, Profit Margin.

Bear Case : SHEL

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

Key Dynamics to Monitor

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

IEP carries more volatility with a beta of 0.77 — expect wider price swings.

IEP is growing revenue faster at 5.9% — sustainability is the question.

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

Bottom Line

SHEL scores higher overall (61/100 vs 57/100). IEP offers better value entry with a 55.5% 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.

Icahn Enterprises LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Icahn Enterprises LP, operates in investment, energy, automotive, food packaging, metals, real estate, home fashion and pharmaceutical businesses in the United States and internationally. The company is headquartered in Sunny Isles Beach, Florida.

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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