Plains All American Pipeline LP (PAA)vsShell PLC ADR (SHEL)
PAA
Plains All American Pipeline LP
$22.64
+1.71%
ENERGY · Cap: $15.97B
SHEL
Shell PLC ADR
$90.67
+1.98%
ENERGY · Cap: $252.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 503% more annual revenue ($266.89B vs $44.26B). SHEL leads profitability with a 6.7% profit margin vs 3.2%. SHEL appears more attractively valued with a PEG of 1.31. SHEL earns a higher WallStSmart Score of 61/100 (C+).
PAA
Buy56
out of 100
Grade: C
SHEL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.5%
Fair Value
$136.76
Current Price
$22.64
$114.12 discount
Margin of Safety
+4.2%
Fair Value
$84.32
Current Price
$90.67
$6.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 145.8% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 376.2% YoY
Attractively priced relative to earnings
Generating 3.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.2% margin — thin
Operating margin of 3.5%
Revenue declined 12.2%
6.7% margin — thin
Revenue declined 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : PAA
The strongest argument for PAA centers on EPS Growth, Price/Book.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.31 suggests the stock is reasonably priced for its growth.
Bear Case : PAA
The primary concerns for PAA are PEG Ratio, Profit Margin, Operating Margin. Thin 3.2% margins leave little buffer for downturns.
Bear Case : SHEL
The primary concerns for SHEL are Profit Margin, Revenue Growth.
Key Dynamics to Monitor
PAA carries more volatility with a beta of 0.49 — expect wider price swings.
SHEL is growing revenue faster at -3.3% — sustainability is the question.
SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (61/100 vs 56/100). PAA offers better value entry with a 85.5% margin of safety. Both earn "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.
Plains All American Pipeline LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains All American Pipeline, LP, is engaged in the transportation, completion, storage and collection of crude oil and natural gas liquids (NGL) through pipelines in the United States and Canada. The company is headquartered in Houston, Texas.
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.
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