National Fuel Gas Company (NFG)vsShell PLC ADR (SHEL)
NFG
National Fuel Gas Company
$80.21
-1.67%
ENERGY · Cap: $7.60B
SHEL
Shell PLC ADR
$107.68
+2.37%
ENERGY · Cap: $297.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 11700% more annual revenue ($296.60B vs $2.51B). NFG leads profitability with a 26.9% profit margin vs 8.8%. NFG appears more attractively valued with a PEG of 1.55. SHEL earns a higher WallStSmart Score of 70/100 (B).
NFG
Strong Buy65
out of 100
Grade: B-
SHEL
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.9%
Fair Value
$65.49
Current Price
$80.21
$14.72 premium
Margin of Safety
-77.1%
Fair Value
$59.39
Current Price
$107.68
$48.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 40.1%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Mega-cap, among the largest globally
Attractively priced relative to earnings
Revenue surging 44.7% year-over-year
Earnings expanding 220.0% YoY
Generating 17.4B in free cash flow
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
1.1% revenue growth
Earnings declined 11.6%
Distress zone — elevated risk
Expensive relative to growth rate
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 26.9% and operating margin at 40.1%.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Revenue Growth. Revenue growth of 44.7% demonstrates continued momentum.
Bear Case : NFG
The primary concerns for NFG are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
NFG profiles as a value stock while SHEL is a hypergrowth play — different risk/reward profiles.
NFG carries more volatility with a beta of 0.41 — 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.
Bottom Line
SHEL scores higher overall (70/100 vs 65/100) and 44.7% revenue growth. Both earn "Strong 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.
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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