WallStSmart

Shell PLC ADR (SHEL)vsCactus Inc (WHD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 24633% more annual revenue ($266.89B vs $1.08B). WHD leads profitability with a 15.4% 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

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.34

WHD

Hold

46

out of 100

Grade: D+

Growth: 4.0Profit: 7.5Value: 4.3Quality: 7.3
Piotroski: 3/9Altman Z: 3.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHELUndervalued (+4.2%)

Margin of Safety

+4.2%

Fair Value

$84.32

Current Price

$90.67

$6.35 discount

UndervaluedFair: $84.32Overvalued
WHDSignificantly Overvalued (-69.2%)

Margin of Safety

-69.2%

Fair Value

$33.89

Current Price

$55.77

$21.88 premium

UndervaluedFair: $33.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$252.85B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

WHD2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.5810/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
22.9%8/10

Strong operational efficiency at 22.9%

Areas to Watch

SHEL2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

WHD3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

EPS GrowthGrowth
-15.4%2/10

Earnings declined 15.4%

Comparative Analysis Report

WallStSmart Research

Bull 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 : WHD

The strongest argument for WHD centers on Altman Z-Score, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 22.9%.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Revenue Growth.

Bear Case : WHD

The primary concerns for WHD are Piotroski F-Score, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

WHD carries more volatility with a beta of 1.32 — expect wider price swings.

SHEL is growing revenue faster at -3.3% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

Bottom Line

SHEL scores higher overall (61/100 vs 46/100). Both earn "Buy" and "Hold" 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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Cactus Inc

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Cactus, Inc. designs, manufactures, sells, and leases a variety of wellheads and pressure control equipment in the United States. The company is headquartered in Houston, Texas.

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