National Fuel Gas Company (NFG)vsShell PLC ADR (SHEL)
NFG
National Fuel Gas Company
$94.40
-0.40%
ENERGY · Cap: $8.97B
SHEL
Shell PLC ADR
$91.12
+0.45%
ENERGY · Cap: $254.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 11116% more annual revenue ($266.89B vs $2.38B). NFG leads profitability with a 27.5% profit margin vs 6.7%. NFG appears more attractively valued with a PEG of 1.55. NFG earns a higher WallStSmart Score of 79/100 (B+).
NFG
Strong Buy79
out of 100
Grade: B+
SHEL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$334.15
Current Price
$94.40
$239.75 discount
Margin of Safety
+71.2%
Fair Value
$280.80
Current Price
$91.12
$189.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 43.4%
Every $100 of equity generates 21 in profit
Keeps 28 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
18.6% revenue growth
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 3.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.0% earnings growth
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
3.8% earnings growth
6.7% margin — thin
Revenue declined 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : NFG
The strongest argument for NFG centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 43.4%. Revenue growth of 18.6% demonstrates continued momentum.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book.
Bear Case : NFG
The primary concerns for NFG are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, EPS Growth, Profit Margin.
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 0.56 — expect wider price swings.
NFG is growing revenue faster at 18.6% — sustainability is the question.
SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
NFG scores higher overall (79/100 vs 57/100), backed by strong 27.5% margins and 18.6% revenue growth. SHEL offers better value entry with a 71.2% margin of safety. 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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