WallStSmart

Kimbell Royalty Partners LP (KRP)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 158950% more annual revenue ($548.49B vs $344.86M). KRP leads profitability with a 25.9% profit margin vs 24.3%. KRP appears more attractively valued with a PEG of 2.36. PBR earns a higher WallStSmart Score of 84/100 (A-).

KRP

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 5.7Quality: 6.8
Piotroski: 4/9

PBR

Exceptional Buy

84

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for KRP.

PBRUndervalued (+88.9%)

Margin of Safety

+88.9%

Fair Value

$188.27

Current Price

$21.20

$167.07 discount

UndervaluedFair: $188.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRP6 strengths · Avg: 9.2/10
Operating MarginProfitability
56.1%10/10

Strong operational efficiency at 56.1%

Revenue GrowthGrowth
37.8%10/10

Revenue surging 37.8% year-over-year

EPS GrowthGrowth
1889.0%10/10

Earnings expanding 1889.0% YoY

Profit MarginProfitability
25.9%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

PBR6 strengths · Avg: 9.8/10
P/E RatioValuation
5.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Market CapQuality
$129.66B9/10

Large-cap with strong market position

Areas to Watch

KRP2 concerns · Avg: 3.5/10
PEG RatioValuation
2.364/10

Expensive relative to growth rate

Market CapQuality
$1.94B3/10

Smaller company, higher risk/reward

PBR1 concerns · Avg: 2.0/10
PEG RatioValuation
5.872/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : KRP

The strongest argument for KRP centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 56.1%. Revenue growth of 37.8% demonstrates continued momentum.

Bull Case : PBR

The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.

Bear Case : KRP

The primary concerns for KRP are PEG Ratio, Market Cap.

Bear Case : PBR

The primary concerns for PBR are PEG Ratio.

Key Dynamics to Monitor

KRP carries more volatility with a beta of 0.29 — expect wider price swings.

PBR is growing revenue faster at 42.3% — sustainability is the question.

PBR generates stronger free cash flow (7.3B), providing more financial flexibility.

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

Bottom Line

PBR scores higher overall (84/100 vs 70/100), backed by strong 24.3% margins and 42.3% revenue growth. Both earn "Exceptional Buy" and "Strong 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.

Kimbell Royalty Partners LP

ENERGY · OIL & GAS E&P · USA

Kimbell Royalty Partners, LP, acquires and owns mineral and royalty interests in oil and natural gas properties in the United States. The company is headquartered in Fort Worth, Texas.

Petroleo Brasileiro Petrobras SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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