Shell plc
SHEL
NYSE·Energy·Oil & Gas Integrated·Mkt cap $258.7B
$92.80
▼ -0.76%
P/E
15.78
Mkt Cap
$258.7B
52-Wk Range
$68.63–$94.90
52-Week Range
$68.63 - $94.90
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 25.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Vertically integrated operations spanning exploration, production, refining, and distribution with significant cost synergies
- World-class LNG portfolio and gas infrastructure providing stable, long-term cash flows and energy security appeal
- Established global trading and commodity operations generating additional revenue streams and market intelligence
- Substantial capital base and technical expertise enabling investment in energy transition technologies and hydrogen economy positioning
Bear Case
1 risk
- Low volatility (beta -0.2).
Growth
Strong growth ahead
Rising global energy demand and LNG market expansion in Asia-Pacific and emerging markets
Value
Undervalued - trading well below sector peers
Momentum
Strong
+6.9% over 3m
Quality
Thin
Strong fundamentals
Dividend
Solid
3.28% yield
Smart-money signal
Who's buying SHEL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $3.52 vs $3.23 consensus (+9.0% surprise). Revenue of $94.7B vs $86.2B expected (+9.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+9.0%
Revenue trend · last 2Q
—
+45%
Q1 26
Q2 26
$69.6B
$94.7B
Margins · last 2Q
Gross
19.5%
Operating
16.0%
Profit
11.4%
Wall Street consensus
6 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Aug 3, 2026
vs Industry
How SHEL stacks vs Oil & Gas Integrated
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.