Added to YB: 2026-08-06
Pitch date: 2026-07-31
SHEL [neutral]
Shell plc
-1.1%
current return
Author Info
No bio for this author
Company Info
Shell plc operates as an energy and petrochemical company in Europe, Asia, Oceania, Africa, the United States, and other parts of the Americas.
Market Cap
GBP 248.3B
Pitch Price
GBP 33.17
Price Target
N/A
Dividend
3.50%
EV/EBITDA
4.54
P/E
9.92
EV/Sales
0.98
Sector
Oil, Gas and Consumable Fuels
Category
value
Theodosian Capital | Stocks Update 31/7/2026 - SHEL – Pumping out good numbers
SHEL (earnings): Q2 adj earnings $9.8bn (vs $6.9bn prior qtr), CFO $21.4bn (vs $6.1bn) w/ $3.4bn WC inflow. $700m cost cuts in H1, $5.8bn cumulative since 2022. Gearing 19%, net debt $42bn. New $3bn buyback (19th straight qtr $3bn+). ARC Canada deal closing, targets 4% production CAGR to 2030. 10.2x 2028 EPS, 3.7% yield.
Read full article (1 min)