WallStSmart

National Grid PLC ADR (NGG)vsOPAL Fuels Inc (OPAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

National Grid PLC ADR generates 5149% more annual revenue ($17.69B vs $336.94M). NGG leads profitability with a 18.3% profit margin vs 5.7%. NGG trades at a lower P/E of 19.4x. NGG earns a higher WallStSmart Score of 63/100 (C+).

NGG

Buy

63

out of 100

Grade: C+

Growth: 4.0Profit: 8.0Value: 5.7Quality: 3.5
Piotroski: 3/9Altman Z: 1.19

OPAL

Avoid

29

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 6.3Quality: 5.0
Piotroski: 4/9Altman Z: 1.07
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NGG.

OPALUndervalued (+45.4%)

Margin of Safety

+45.4%

Fair Value

$4.34

Current Price

$2.06

$2.28 discount

UndervaluedFair: $4.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NGG2 strengths · Avg: 9.5/10
Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Market CapQuality
$82.04B9/10

Large-cap with strong market position

OPAL1 strengths · Avg: 10.0/10
Return on EquityProfitability
234.4%10/10

Every $100 of equity generates 234 in profit

Areas to Watch

NGG4 concerns · Avg: 3.5/10
Price/BookValuation
9.1x4/10

Trading at 9.1x book value

Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

Debt/EquityHealth
1.193/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

OPAL4 concerns · Avg: 3.0/10
P/E RatioValuation
31.6x4/10

Premium valuation, high expectations priced in

Market CapQuality
$386.21M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.7%3/10

5.7% margin — thin

Revenue GrowthGrowth
-14.1%2/10

Revenue declined 14.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : NGG

The strongest argument for NGG centers on Operating Margin, Market Cap. Profitability is solid with margins at 18.3% and operating margin at 32.6%. PEG of 1.04 suggests the stock is reasonably priced for its growth.

Bull Case : OPAL

The strongest argument for OPAL centers on Return on Equity.

Bear Case : NGG

The primary concerns for NGG are Price/Book, Revenue Growth, Debt/Equity.

Bear Case : OPAL

The primary concerns for OPAL are P/E Ratio, Market Cap, Profit Margin. Debt-to-equity of 54.41 is elevated, increasing financial risk.

Key Dynamics to Monitor

OPAL carries more volatility with a beta of 0.77 — expect wider price swings.

NGG is growing revenue faster at 2.0% — sustainability is the question.

OPAL generates stronger free cash flow (-11M), providing more financial flexibility.

Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NGG scores higher overall (63/100 vs 29/100), backed by strong 18.3% margins. OPAL offers better value entry with a 45.4% margin of safety. Both earn "Buy" and "Avoid" 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 Grid PLC ADR

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.

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OPAL Fuels Inc

UTILITIES · UTILITIES - REGULATED GAS · USA

OPAL Fuels Inc. is a leading innovator in the renewable natural gas (RNG) sector, specializing in the transformation of organic waste into sustainable energy solutions that align with a low-carbon future. The company boasts a robust portfolio of RNG production facilities and strategic partnerships, enhancing its operational efficiencies and market reach. With a strong commitment to advanced technologies and innovative practices, OPAL Fuels is uniquely positioned to capitalize on the growing demand for eco-friendly energy alternatives, underscoring its potential for significant value creation in the evolving energy landscape.

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