Added to YB: 2025-10-09
Pitch date: 2025-10-07
SHEL.L [neutral]
Shell plc
-2.23%
current return
Author Info
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Company Info
Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and other Americas.
Market Cap
GBP 209.1B
Pitch Price
GBP 27.48
Price Target
N/A
Dividend
3.94%
EV/EBITDA
4.51
P/E
15.01
EV/Sales
0.94
Sector
Oil, Gas and Consumable Fuels
Category
dividend
Shell Plc (SHEL UK): Stable operations mask shifting industry currents
SHEL.L (quick overview): Q3 ops steady, LNG Canada ramping, refining margins recovered. Maintains $20-22B capex, $3.5B/qtr buybacks (~6% shares/yr), 4%+ annual div growth. Low gearing provides flexibility vs peers like Total cutting capex/buybacks. Strong FCF at current oil prices but lacks new catalysts.
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