WallStSmart

Shell PLC ADR (SHEL)vsSmart Sand Inc (SND)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 76544% more annual revenue ($296.60B vs $386.99M). SHEL leads profitability with a 8.8% profit margin vs 2.7%. SND appears more attractively valued with a PEG of 0.86. SHEL earns a higher WallStSmart Score of 73/100 (B).

SHEL

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37

SND

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 5.0Value: 8.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELSignificantly Overvalued (-63.0%)

Margin of Safety

-63.0%

Fair Value

$58.46

Current Price

$96.77

$38.31 premium

UndervaluedFair: $58.46Overvalued
SNDUndervalued (+36.6%)

Margin of Safety

+36.6%

Fair Value

$7.84

Current Price

$5.21

$2.63 discount

UndervaluedFair: $7.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL6 strengths · Avg: 10.0/10
Market CapQuality
$266.01B10/10

Mega-cap, among the largest globally

P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
44.7%10/10

Revenue surging 44.7% year-over-year

EPS GrowthGrowth
220.0%10/10

Earnings expanding 220.0% YoY

Free Cash FlowQuality
$17.40B10/10

Generating 17.4B in free cash flow

SND4 strengths · Avg: 9.3/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
34.1%10/10

Revenue surging 34.1% year-over-year

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Areas to Watch

SHEL2 concerns · Avg: 3.5/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SND4 concerns · Avg: 2.5/10
Market CapQuality
$225.56M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

EPS GrowthGrowth
-53.7%2/10

Earnings declined 53.7%

Free Cash FlowQuality
$-1.35M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 44.7% demonstrates continued momentum.

Bull Case : SND

The strongest argument for SND centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 34.1% demonstrates continued momentum. PEG of 0.86 suggests the stock is reasonably priced for its growth.

Bear Case : SHEL

The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.

Bear Case : SND

The primary concerns for SND are Market Cap, Profit Margin, EPS Growth. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

SND carries more volatility with a beta of 0.35 — 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.

Monitor OIL & GAS INTEGRATED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SHEL scores higher overall (73/100 vs 57/100) and 44.7% revenue growth. SND offers better value entry with a 36.6% 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.

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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Smart Sand Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Smart Sand, Inc., an integrated fracturing sand supply and services company, is engaged in the excavation, processing, and sale of sands or proppant for use in hydraulic fracturing operations in the oil and gas industry in the United States. United. The company is headquartered in The Woodlands, Texas.

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