(SHEL) Shell - Overview

Sector: Energy | Industry: Oil & Gas Integrated | Exchange: NYSE (USA) | Market Cap: 259.347m USD | Total Return: 32% in 12m

Stock Oil, Gas, Chemicals, Fuels, Power

Total Rating 56

Risk 74

Buy Signal 0.27

Oil & Gas Integrated +10.6
Oil & Gas Exploration & Production +7.5

Market Cap: 259,347m
Avg Trading Vol: 674M USD

ATR: 1.86%
Peers RS (IBD): 43.8

Risk 5d forecast

Volatility16.9%

Rel. Tail Risk2.96%

Reward TTM

Sharpe Ratio1.09

Alpha22.12

Character TTM

Beta0.470

Beta Downside0.712

Drawdowns 3y

Max DD18.47%

CAGR/Max DD1.14

EPS (Earnings per Share)

EPS CAGR: -53.24%
EPS Trend: -69.6%

Last SUE: -4.00
Qual. Beats: 0

Revenue

Rev. CAGR: -7.05%
Rev. Trend: -89.3%

Last SUE: -0.13
Qual. Beats: 0

Description: SHEL Shell March 04, 2026

Shell plc (SHEL) is an international energy and petrochemical company. It operates across Europe, Asia, Oceania, Africa, and the Americas.

The companys operations span several segments: Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions. This diversified structure is common among major integrated energy companies, allowing them to manage volatility across different energy markets.

Shells activities include exploring and extracting natural gas and crude oil, processing these into liquefied natural gas (LNG) or gas-to-liquids products, and managing the infrastructure to deliver gas to market. The company also markets fuels and lubricants, operates EV charging networks and convenience retail, and trades crude oil and petrochemicals. Oil sands activities are also part of its portfolio.

In the Chemicals and Products segment, Shell produces base chemicals like ethylene and propylene, as well as intermediate chemicals for various industrial applications. The company also offers sustainable aviation fuel, reflecting a growing trend in the aviation industry towards lower-carbon alternatives.

Shell is involved in generating, marketing, and trading power from renewable sources such as wind and solar, alongside pipeline gas. It also focuses on hydrogen production and marketing, commercial carbon capture and storage, and carbon credits. Understanding the companys full financial picture requires examining its segment performance and strategic investments.

Headlines to Watch Out For

Global oil and gas prices dictate upstream profitability
Refining margins impact Chemicals and Products segment
Regulatory pressure on carbon emissions increases operational costs
Renewable energy investment pace affects long-term outlook
Geopolitical stability influences energy supply and demand

Piotroski VR‑10 (Strict, 0-10) 7.0

Net Income: 17.80b TTM > 0 and > 6% of Revenue
FCF/TA: 0.06 > 0.02 and ΔFCF/TA -2.92 > 1.0
NWC/Revenue: 9.29% < 20% (prev 11.57%; Δ -2.27% < -1%)
CFO/TA 0.11 > 3% & CFO 41.68b > Net Income 17.80b
Net Debt (74.36b) to EBITDA (54.80b): 1.36 < 3
Current Ratio: 1.30 > 1.5 & < 3
Outstanding Shares: last quarter (2.90b) vs 12m ago -6.67% < -2%
Gross Margin: 16.43% > 18% (prev 0.15%; Δ 1.63k% > 0.5%)
Asset Turnover: 70.29% > 50% (prev 73.35%; Δ -3.06% > 0%)
Interest Coverage Ratio: 7.01 > 6 (EBITDA TTM 54.80b / Interest Expense TTM 4.66b)

Altman Z'' 3.64

A: 0.07 (Total Current Assets 107.17b - Total Current Liabilities 82.42b) / Total Assets 370.35b
B: 0.52 (Retained Earnings 190.83b / Total Assets 370.35b)
C: 0.09 (EBIT TTM 32.66b / Avg Total Assets 378.98b)
D: 0.90 (Book Value of Equity 175.09b / Total Liabilities 195.03b)
Altman-Z'' Score: 3.64 = AA

Beneish M -2.70

DSRI: 1.52 (Receivables 44.60b/31.23b, Revenue 266.38b/284.31b)
GMI: 0.94 (GM 16.43% / 15.49%)
AQI: 1.10 (AQ_t 0.21 / AQ_t-1 0.19)
SGI: 0.94 (Revenue 266.38b / 284.31b)
TATA: -0.06 (NI 17.80b - CFO 41.68b) / TA 370.35b)
Beneish M-Score: -2.70 (Cap -4..+1) = A

What is the price of SHEL shares? As of April 01, 2026, the stock is trading at USD 93.00 with a total of 11,488,144 shares traded.
Over the past week, the price has changed by +2.06%, over one month by +10.43%, over three months by +27.75% and over the past year by +32.01%.

Is SHEL a buy, sell or hold? Shell has received a consensus analysts rating of 4.41. Therefore, it is recommended to buy SHEL.

StrongBuy: 9
Buy: 6
Hold: 2
Sell: 0
StrongSell: 0

What are the forecasts/targets for the SHEL price?

ISSUER	TARGET	UP/DOWN
Wallstreet Target Price	88.5	-4.9%
Analysts Target Price	88.5	-4.9%

SHEL Fundamental Data Overview March 28, 2026

P/E Trailing = 15.36
P/E Forward = 14.9254
P/S = 0.9718
P/B = 1.4584
P/EG = 2.251
Revenue TTM = 266.38b USD
EBIT TTM = 32.66b USD
EBITDA TTM = 54.80b USD
Long Term Debt = 42.19b USD (from longTermDebt, last quarter)
Short Term Debt = 9.13b USD (from shortTermDebt, last quarter)
Debt = 104.58b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 74.36b USD (from netDebt column, last quarter)
Enterprise Value = 333.71b USD (259.35b + Debt 104.58b - CCE 30.22b)
Interest Coverage Ratio = 7.01 (Ebit TTM 32.66b / Interest Expense TTM 4.66b)
EV/FCF = 14.69x (Enterprise Value 333.71b / FCF TTM 22.71b)
FCF Yield = 6.81% (FCF TTM 22.71b / Enterprise Value 333.71b)
FCF Margin = 8.53% (FCF TTM 22.71b / Revenue TTM 266.38b)
Net Margin = 6.68% (Net Income TTM 17.80b / Revenue TTM 266.38b)
Gross Margin = 16.43% ((Revenue TTM 266.38b - Cost of Revenue TTM 222.61b) / Revenue TTM)
Gross Margin QoQ = 15.63% (prev 16.73%)
Tobins Q-Ratio = 0.90 (Enterprise Value 333.71b / Total Assets 370.35b)
Interest Expense / Debt = 1.14% (Interest Expense 1.19b / Debt 104.58b)
Taxrate = 39.40% (2.71b / 6.89b)
NOPAT = 19.79b (EBIT 32.66b * (1 - 39.40%))
Current Ratio = 1.30 (Total Current Assets 107.17b / Total Current Liabilities 82.42b)
Debt / Equity = 0.60 (Debt 104.58b / totalStockholderEquity, last quarter 174.39b)
Debt / EBITDA = 1.36 (Net Debt 74.36b / EBITDA 54.80b)
Debt / FCF = 3.27 (Net Debt 74.36b / FCF TTM 22.71b)
Total Stockholder Equity = 177.54b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.70% (Net Income 17.80b / Total Assets 370.35b)
RoE = 10.03% (Net Income TTM 17.80b / Total Stockholder Equity 177.54b)
RoCE = 14.87% (EBIT 32.66b / Capital Employed (Equity 177.54b + L.T.Debt 42.19b))
RoIC = 10.46% (NOPAT 19.79b / Invested Capital 189.22b)
WACC = 5.64% (E(259.35b)/V(363.92b) * Re(7.63%) + D(104.58b)/V(363.92b) * Rd(1.14%) * (1-Tc(0.39)))
Discount Rate = 7.63% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares Correlation 3-Years: -100.0 | Cagr: -6.48%
[DCF] Terminal Value 85.15% ; FCFF base≈27.66b ; Y1≈24.76b ; Y5≈21.05b
[DCF] Fair Price = 199.4 (EV 634.20b - Net Debt 74.36b = Equity 559.84b / Shares 2.81b; r=6.0% [WACC]; 5y FCF grow -12.96% → 3.0% )
EPS Correlation: -69.63 | EPS CAGR: -53.24% | SUE: -4.0 | # QB: 0
Revenue Correlation: -89.29 | Revenue CAGR: -7.05% | SUE: -0.13 | # QB: 0
EPS next Quarter (2026-06-30): EPS=2.12 | Chg7d=+0.207 | Chg30d=+0.557 | Revisions Net=+1 | Analysts=7
EPS current Year (2026-12-31): EPS=7.75 | Chg7d=+0.858 | Chg30d=+1.660 | Revisions Net=+4 | Growth EPS=+23.0% | Growth Revenue=+6.7%
EPS next Year (2027-12-31): EPS=7.91 | Chg7d=+0.590 | Chg30d=+0.802 | Revisions Net=+3 | Growth EPS=+2.1% | Growth Revenue=+2.5%
[Analyst] Revisions Ratio: +1.00 (1 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 1.4% (Discount Rate 7.9% - Earnings Yield 6.5%)
[Growth] Growth Spread = +24.3% (Analyst 25.7% - Implied 1.4%)

Additional Sources for SHEL Stock Fund Manager Positions: Dataroma · Stockcircle