Shell PLC ADR (SHEL)vsUSA Compression Partners LP (USAC)
SHEL
Shell PLC ADR
$90.67
+1.98%
ENERGY · Cap: $252.85B
USAC
USA Compression Partners LP
$27.47
+1.03%
ENERGY · Cap: $3.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 26639% more annual revenue ($266.89B vs $998.10M). USAC leads profitability with a 11.2% profit margin vs 6.7%. SHEL trades at a lower P/E of 15.1x. SHEL earns a higher WallStSmart Score of 61/100 (C+).
SHEL
Buy61
out of 100
Grade: C+
USAC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.2%
Fair Value
$84.32
Current Price
$90.67
$6.35 discount
Margin of Safety
+43.9%
Fair Value
$48.17
Current Price
$27.47
$20.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 32 in profit
Strong operational efficiency at 31.2%
Earnings expanding 22.3% YoY
Areas to Watch
6.7% margin — thin
Revenue declined 3.3%
Premium valuation, high expectations priced in
2.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : USAC
The strongest argument for USAC centers on Return on Equity, Operating Margin, EPS Growth.
Bear Case : SHEL
The primary concerns for SHEL are Profit Margin, Revenue Growth.
Bear Case : USAC
The primary concerns for USAC are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
USAC carries more volatility with a beta of 0.17 — expect wider price swings.
USAC is growing revenue faster at 2.7% — sustainability is the question.
SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor OIL & GAS INTEGRATED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHEL scores higher overall (61/100 vs 56/100). USAC offers better value entry with a 43.9% 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.
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 →USA Compression Partners LP
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
USA Compression Partners, LP, provides compression services under fixed-term contracts to oil companies and independent producers, processors, collectors and transporters of natural gas and crude oil. The company is headquartered in Austin, Texas.
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