SHEL

Shell plc

Fundamental data last updated:August 20, 2026

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company profile

SECTOR

Energy

industry

Oil & Gas Integrated

Exchange

NYSE

County of HQ

GB

Next Earnings Date

Pending Announcement

Business Summary

Shell plc, a distinguished energy and petrochemical corporation, is headquartered in London, United Kingdom, and was originally founded in 1907. Known as Royal Dutch Shell plc until its name change in January 2022, the company maintains a formidable global presence, conducting operations across Europe, Asia, Oceania, Africa, and both North and South America. Its comprehensive business activities are categorized into several key divisions: Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions. Shell's core operations involve the exploration for and extraction of crude oil, natural gas, and natural gas liquids. Beyond production, the company is deeply involved in the marketing, transportation, and strategic infrastructure development required to deliver these energy resources to consumers. This includes the manufacturing of gas-to-liquids fuels and a variety of other refined products. Shell also operates a substantial trading arm, dealing in commodities such as natural gas, liquefied natural gas (LNG), crude oil, electricity, and carbon emission rights. Its refining capabilities convert crude oil and various feedstocks into a wide range of essential products, including gasoline, diesel, aviation and marine fuels, lubricants, bitumen, and sulfur, while also developing low-carbon fuel alternatives. In the chemical sector, Shell is a significant producer of petrochemicals for industrial use, manufacturing base chemicals like ethylene, propylene, and aromatics, alongside intermediate chemicals such as styrene monomer, propylene oxide, and various solvents. The company also manages oil sands assets. Looking to the future of energy, Shell is actively investing in and developing renewable solutions. This includes generating electricity from wind and solar power, pioneering hydrogen production and sales, and establishing a network of electric vehicle charging services. Furthermore, Shell promotes LNG as a viable fuel source for heavy-duty transportation.

 


VALUATION

P/E

23.69

Market Cap ($M USD)

$217.86B

Forward P/E

7.24

PEG

0.03

PRICE TO SALES

0.83

PRICE TO BOOK

1.30

EV / EBITDA

4.74

5-Year Average P/E

Free Cash Flow Yield

8.49%

DCF Value

$336.94

Graham Number

$47.73

Price to FCF

11.78

EV to FCF

14.57

Earnings Yield

8.25%

FCF Yield

8.49%

DIVIDEND

Yield

3.70%

Annual Payout

$1.48

Payout Ratio

44.83%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$3.30

Next Year EPS Growth Estimate

$10.79

Next Year Revenue Growth Estimate

$306.07B

Return on Equity (ROE)

10.58%

FREE CASH FLOW

Operating Margin

11.40%

Debt-to-Equity

0.60

Piotroski F-Score

6

Altman Z-Score

2.42

Return on Invested Capital (ROIC)

10.57%

Current Ratio

1.27

Quick Ratio

0.97

Net Debt to EBITDA

0.91

Interest Coverage

5.96

Gross Profit margin

16.62%

FCF PER SHARE

$3.33

REVENUE PER SHARE

$47.08

Gainseekers Quantitative Analysis

Summary

Shell plc’s valuation presents a striking disconnect. The stock has traded significantly below its DCF value, suggesting a potential mispricing by the market. With a Forward P/E ratio indicating a more favorable earnings outlook, the company seems poised for growth. However, the Altman Z-score of 2.41 raises caution about financial stability, though not immediate distress. The earnings yield further supports the notion of undervaluation, hinting at a compelling opportunity for value investors.

AI Exposure / Tech Reliance

In the energy sector, Shell's adaptability to AI and modern technology shifts is crucial. As an integrated oil and gas giant, its ability to leverage AI for operational efficiency and predictive maintenance could enhance profitability. However, the industry's capital-intensive nature may slow rapid tech adoption compared to more agile sectors.

The Bull Case

For value and GARP investors, Shell offers a robust case. The ROIC of 10.57% reflects strong capital efficiency, while a Piotroski F-Score of 6 indicates solid financial health. The FCF yield, though modest, suggests potential for cash flow growth. Combined with healthy operating margins, these metrics underscore Shell's pricing power and operational resilience.

The Bear Case

Despite its strengths, Shell faces notable risks. The Price/Book ratio of 1.27 and Price/Sales ratio of 0.81 suggest the stock may not be as undervalued as it appears. Additionally, the stock's proximity to its 52-week high could indicate technical overextension. Investors should be wary of potential volatility and market corrections.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$101.60

Institutional Ownership %

1-Year Beta

-0.24

Insider Buying % (6 Mo)

Distance to 52-Week High

21.45%

Distance to 52-Week Low

12.18%

EARNINGS SURPRISE %

14.02%

50-DAY SMA

$83.89

200-DAY SMA

$80.04

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.