National Fuel Gas Company (NFG)vsShell PLC ADR (SHEL)
NFG
National Fuel Gas Company
$77.42
+0.14%
ENERGY · Cap: $7.37B
SHEL
Shell PLC ADR
$85.40
-3.58%
ENERGY · Cap: $238.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 10560% more annual revenue ($267.34B vs $2.51B). NFG leads profitability with a 27.4% profit margin vs 7.0%. SHEL appears more attractively valued with a PEG of 1.27. NFG earns a higher WallStSmart Score of 75/100 (B+).
NFG
Strong Buy75
out of 100
Grade: B+
SHEL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.5%
Fair Value
$65.19
Current Price
$77.42
$12.23 premium
Margin of Safety
-59.1%
Fair Value
$53.84
Current Price
$85.40
$31.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 42.0%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
17.6% revenue growth
Mega-cap, among the largest globally
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 26.6% YoY
Generating 1.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
0.7% revenue growth
7.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NFG
The strongest argument for NFG centers on P/E Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 27.4% and operating margin at 42.0%. Revenue growth of 17.6% demonstrates continued momentum.
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 : NFG
The primary concerns for NFG are PEG Ratio, Altman Z-Score.
Bear Case : SHEL
The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
NFG profiles as a growth stock while SHEL is a value play — different risk/reward profiles.
NFG carries more volatility with a beta of 0.39 — expect wider price swings.
NFG is growing revenue faster at 17.6% — sustainability is the question.
SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
NFG scores higher overall (75/100 vs 63/100), backed by strong 27.4% margins and 17.6% 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.
National Fuel Gas Company
ENERGY · OIL & GAS INTEGRATED · USA
National Fuel Gas Company is a diversified energy company. The company is headquartered in Williamsville, New York.
Visit Website →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.
Visit Website →Compare with Other OIL & GAS INTEGRATED Stocks
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