WallStSmart

Imperial Oil Ltd (IMO)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 474% more annual revenue ($296.60B vs $51.64B). SHEL leads profitability with a 8.8% profit margin vs 8.1%. SHEL appears more attractively valued with a PEG of 1.56. SHEL earns a higher WallStSmart Score of 73/100 (B).

IMO

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 3.3Quality: 7.0
Piotroski: 4/9Altman Z: 2.87

SHEL

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IMOSignificantly Overvalued (-16.1%)

Margin of Safety

-16.1%

Fair Value

$112.00

Current Price

$129.99

$17.99 premium

UndervaluedFair: $112.00Overvalued
SHELSignificantly Overvalued (-63.0%)

Margin of Safety

-63.0%

Fair Value

$58.46

Current Price

$96.45

$37.99 premium

UndervaluedFair: $58.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IMO5 strengths · Avg: 9.2/10
Revenue GrowthGrowth
42.6%10/10

Revenue surging 42.6% year-over-year

EPS GrowthGrowth
143.0%10/10

Earnings expanding 143.0% YoY

Market CapQuality
$65.04B9/10

Large-cap with strong market position

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$2.17B8/10

Generating 2.2B in free cash flow

SHEL6 strengths · Avg: 10.0/10
Market CapQuality
$266.01B10/10

Mega-cap, among the largest globally

P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
44.7%10/10

Revenue surging 44.7% year-over-year

EPS GrowthGrowth
220.0%10/10

Earnings expanding 220.0% YoY

Free Cash FlowQuality
$17.40B10/10

Generating 17.4B in free cash flow

Areas to Watch

IMO1 concerns · Avg: 2.0/10
PEG RatioValuation
5.182/10

Expensive relative to growth rate

SHEL2 concerns · Avg: 3.5/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : IMO

The strongest argument for IMO centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 42.6% demonstrates continued momentum.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 44.7% demonstrates continued momentum.

Bear Case : IMO

The primary concerns for IMO are PEG Ratio.

Bear Case : SHEL

The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.

Key Dynamics to Monitor

IMO carries more volatility with a beta of 0.81 — expect wider price swings.

SHEL is growing revenue faster at 44.7% — sustainability is the question.

SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.

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

Bottom Line

SHEL scores higher overall (73/100 vs 64/100) and 44.7% revenue growth. Both earn "Strong 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.

Imperial Oil Ltd

ENERGY · OIL & GAS INTEGRATED · USA

Imperial Oil Limited explores, produces and sells crude oil and natural gas in Canada.

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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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