Added to YB: 2025-11-12
Pitch date: 2025-11-05
SHEL.L [bullish]
Shell plc
-7.24%
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 205.8B
Pitch Price
GBP 28.32
Price Target
N/A
Dividend
3.99%
EV/EBITDA
4.45
P/E
14.83
EV/Sales
0.92
Sector
Oil, Gas and Consumable Fuels
Category
value
Shell (SHEL LN) – You can be sure of Shell
SHEL.L: Outperformed peers +182% vs BP +127% since 2020 via superior capital allocation. Targeting 40-50% CFFO distributions, $5-7B cost cuts by 2028, 10%+ FCF/share growth to 2030. 80% capital in 15% ROACE businesses, reallocating from 2% ROACE units. Trading adds 2-4% ROACE uplift consistently. 11.4x P/E, 4.1% yield + $14B buybacks.
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