SHEL
Energy · Oil & Gas Integrated
Performance
SHEL (SHEL) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
SHEL (SHEL) operates in the Oil & Gas Integrated space within the Energy sector. With a market cap of $227.9B, it qualifies as a large-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Low P/E of 12.8× suggests the stock may be undervalued relative to earnings
- Forward P/E (8.7×) is lower than trailing P/E (12.8×) — analysts expect earnings to improve
- Earnings grew 27% YoY — bottom-line is expanding fast
- Dividend yield of 3.78% provides consistent income on top of price appreciation
- High debt-to-equity of 43.32× increases financial risk, especially with elevated interest rates
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
3.78%
5Y Avg Annual
$2.2230
Last Payment
$0.7812
Ex-Date
05/22/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/22/2026 | 06/29/2026 | $0.7812 | 3.80% |
02/20/2026 | 03/30/2026 | $0.7440 | 3.62% |
11/14/2025 | 12/22/2025 | $0.7160 | 3.48% |
08/15/2025 | 09/22/2025 | $0.7160 | 3.48% |
05/16/2025 | 06/23/2025 | $0.7160 | 3.48% |
02/14/2025 | 03/24/2025 | $0.7160 | 3.48% |
11/15/2024 | 12/23/2024 | $0.6880 | 3.35% |
08/16/2024 | 09/23/2024 | $0.6880 | 3.35% |
Magic Number
Shares needed to self-fund your next purchase
$82.23
Price
$0.7812
Last div. (quarterly)
106
shares
Own 106 SHEL shares ($8,716.38) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$8,716.38
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 30, 2026
44
days
EPS (TTM)
$6.42
P/E (TTM)
12.8
Fwd P/E
8.7
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $82.23
Graham Number
√(22.5 × EPS × Book Value)
$93.86
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$37.43
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
10.7%Return on equity — measures how efficiently capital is used
Positive profit margin
7.0%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+0.7%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+26.6%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
43.32×Low financial leverage reduces risk of distress
Current ratio above 1
1.27×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$653M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
3.78%Stock must distribute income to shareholders
Related Assets
Energy
About SHEL
Shell plc operates as an energy and petrochemical company in Europe, Asia, Oceania, Africa, the United States, and other parts of the Americas. It operates through the following segments: Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions. The company explores for and extracts natural gas to produce liquefied natural gas or convert it into gas-to-liquids (GTL) fuels and other products; explores for and extracts crude oil, natural gas, and natural gas liquids; and operates marketing and transportation of oil, gas, and liquids, supported by the infrastructure required to deliver them to market or to process them within Shell's chemical manufacturing plants and refineries. It is also involved in marketing, which includes mobility, lubricants, and sectors focused on decarbonization; operates a retail network, including electric vehicle charging, convenience retail, and the wholesale commercial fuels business for transport and industry; sells products for road transport and machinery in manufacturing, mining, power generation, agriculture, and construction; and provides low-carbon energy solutions, such as biofuels, to a broad range of commercial customers, including those in the aviation, marine, and agriculture sectors. In addition, the company offers chemicals and products, including chemicals manufacturing plants with their own marketing network, and refineries that turn crude oil and other feedstocks into a range of oil products, which are moved and marketed around the world for domestic, industrial, and transport use; and operates a pipeline business, trading, and optimization of crude oil, oil products, and petrochemicals. The company was formerly known as Royal Dutch Shell plc and changed its name to Shell plc in January 2022. Shell plc was founded in 1897 and is headquartered in London, United Kingdom.