WallStSmart

Shell PLC ADR (SHEL)vsTidewater Inc (TDW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 19768% more annual revenue ($267.34B vs $1.35B). TDW leads profitability with a 22.2% profit margin vs 7.0%. TDW trades at a lower P/E of 13.0x. SHEL earns a higher WallStSmart Score of 63/100 (C+).

SHEL

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37

TDW

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 5.0Quality: 7.5
Piotroski: 5/9Altman Z: 1.89
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELSignificantly Overvalued (-59.1%)

Margin of Safety

-59.1%

Fair Value

$53.84

Current Price

$85.40

$31.56 premium

UndervaluedFair: $53.84Overvalued
TDWSignificantly Overvalued (-44.1%)

Margin of Safety

-44.1%

Fair Value

$49.38

Current Price

$72.48

$23.10 premium

UndervaluedFair: $49.38Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$238.11B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.6%8/10

Earnings expanding 26.6% YoY

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

TDW5 strengths · Avg: 8.8/10
EPS GrowthGrowth
531.0%10/10

Earnings expanding 531.0% YoY

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
22.2%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

SHEL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

TDW3 concerns · Avg: 2.3/10
Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

Revenue GrowthGrowth
-43.1%2/10

Revenue declined 43.1%

Operating MarginProfitability
-8.7%1/10

Operating margin of -8.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bull Case : TDW

The strongest argument for TDW centers on EPS Growth, Return on Equity, Profit Margin. Profitability is solid with margins at 22.2% and operating margin at -8.7%.

Bear Case : SHEL

The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : TDW

The primary concerns for TDW are Altman Z-Score, Revenue Growth, Operating Margin.

Key Dynamics to Monitor

SHEL profiles as a value stock while TDW is a declining play — different risk/reward profiles.

TDW carries more volatility with a beta of 0.51 — expect wider price swings.

SHEL is growing revenue faster at 0.7% — sustainability is the question.

SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

SHEL scores higher overall (63/100 vs 57/100). 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.

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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Tidewater Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Tidewater Inc., provides offshore marine support and transportation services to the offshore energy industry through the operation of a worldwide fleet of marine service vessels. The company is headquartered in Houston, Texas.

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