WallStSmart

Shell PLC ADR (SHEL)vsTransportadora de Gas del Sur SA ADR (TGS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Transportadora de Gas del Sur SA ADR generates 565% more annual revenue ($1.78T vs $267.34B). TGS leads profitability with a 24.7% profit margin vs 7.0%. SHEL trades at a lower P/E of 13.4x. TGS earns a higher WallStSmart Score of 65/100 (B-).

SHEL

Buy

63

out of 100

Grade: C+

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

TGS

Strong Buy

65

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 6.0Quality: 8.0
Piotroski: 5/9Altman Z: 2.22
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

Intrinsic value data unavailable for TGS.

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

TGS5 strengths · Avg: 9.0/10
Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

Free Cash FlowQuality
$56.16B10/10

Generating 56.2B in free cash flow

Profit MarginProfitability
24.7%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

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

TGS0 concerns · Avg: 0/10

No major concerns identified

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 : TGS

The strongest argument for TGS centers on Operating Margin, Free Cash Flow, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 49.7%. Revenue growth of 13.2% demonstrates continued momentum.

Bear Case : SHEL

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

Bear Case : TGS

No major red flags identified for TGS, but monitor valuation.

Key Dynamics to Monitor

SHEL profiles as a value stock while TGS is a mature play — different risk/reward profiles.

SHEL carries more volatility with a beta of -0.25 — expect wider price swings.

TGS is growing revenue faster at 13.2% — sustainability is the question.

TGS generates stronger free cash flow (56.2B), providing more financial flexibility.

Bottom Line

TGS scores higher overall (65/100 vs 63/100), backed by strong 24.7% margins and 13.2% revenue growth. 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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Transportadora de Gas del Sur SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Transportadora de Gas del Sur SA provides natural gas transportation and distribution services in Argentina. The company is headquartered in Buenos Aires, Argentina.

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