Added to YB: 2026-07-14
Pitch date: 2026-07-10
SHEL [neutral]
Shell plc
+0.32%
current return
Author Info
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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 227.2B
Pitch Price
GBP 30.99
Price Target
N/A
Dividend
3.83%
EV/EBITDA
5.04
P/E
12.73
EV/Sales
1.05
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
Theodosian Capital | Stocks Update 10/7/2026 - SHEL – Upgraded guidance
SHEL (update): Upgraded Q2 guidance ahead of 30 July results, erring cautious on Iran conflict impacts. Higher gas/LNG/upstream production, ~100% refinery util, oil margins ~$20/bbl (vs $17 Q1), gas ~$240/t (vs $139). WC swings to $1-6bn inflow vs $11.2bn Q1 outflow. 9.3x 2027 P/E, 4.0% yield.
Read full article (1 min)