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Added to YB: 2026-01-13

Pitch date: 2026-01-09

SHEL [neutral]

Shell plc

+0.51%

current return

Author Info

No bio for this author

Company Info

Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and other Americas.

Market Cap

GBP 202.1B

Pitch Price

GBP 26.48

Price Target

N/A

Dividend

4.05%

EV/EBITDA

4.39

P/E

14.63

EV/Sales

0.91

Sector

Oil, Gas and Consumable Fuels

Category

value

Show full summary:
Theodosian Capital | Stocks Update 9/1/2026 - SHEL – Q4 trading update

SHEL (update): Q4 faces headwinds w/ higher OpEx/tax in Gas, higher Upstream costs, lower Marketing volumes, Chemicals 'significant loss', $2.7bn negative cashflows from emissions/German taxes. May pressure $3.5bn quarterly buyback but strong balance sheet supports distributions. Cheap at 9.5x 2027 earnings, 4.5% yield.

Read full article (1 min)