Plains GP Holdings LP (PAGP)vsShell PLC ADR (SHEL)
PAGP
Plains GP Holdings LP
$27.45
+1.03%
ENERGY · Cap: $6.33B
SHEL
Shell PLC ADR
$106.66
+3.00%
ENERGY · Cap: $294.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 467% more annual revenue ($296.60B vs $52.30B). SHEL leads profitability with a 8.8% profit margin vs 1.1%. PAGP appears more attractively valued with a PEG of 0.70. SHEL earns a higher WallStSmart Score of 73/100 (B).
PAGP
Strong Buy66
out of 100
Grade: B-
SHEL
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGP.
Margin of Safety
-75.1%
Fair Value
$59.15
Current Price
$106.66
$47.51 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 66.3% year-over-year
Earnings expanding 1210.0% YoY
Growing faster than its price suggests
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
1.1% margin — thin
Operating margin of 2.8%
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : PAGP
The strongest argument for PAGP centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 66.3% demonstrates continued momentum. PEG of 0.70 suggests the stock is reasonably priced for its growth.
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 : PAGP
The primary concerns for PAGP are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 61.8x leaves little room for execution misses. Debt-to-equity of 5.47 is elevated, increasing financial risk.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
PAGP carries more volatility with a beta of 0.52 — expect wider price swings.
PAGP is growing revenue faster at 66.3% — sustainability is the question.
SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (73/100 vs 66/100) 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.
Plains GP Holdings LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains GP Holdings, LP owns and operates midstream power infrastructure in the United States and Canada. The company is headquartered in Houston, Texas.
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 MIDSTREAM Stocks
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