Shell plc

NYSE:SHEL 주식 리포트

시가총액: US$238.2b

Shell 경영진

경영진 기준 점검 3/4

Shell CEO는 Wael Sawan, Jan2023 에 임명되었습니다 의 임기는 3.33 년입니다. 총 연간 보상은 $18.54M, 11.2% 급여 및 88.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $17.78M 가치에 해당하는 회사 주식의 0.007% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.8 년과 5.3 년입니다.

핵심 정보

Wael Sawan

최고경영자

US$18.5m

총 보수

CEO 급여 비율11.16%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.007%
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간5.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Apr 27

Shell: Refocusing Will Take Time (Probably A Few Years)

Summary Shell plc is executing a multi-year refocusing and profitability improvement initiative. Management anticipates tangible progress expected to become visible to shareholders soon. Continuous goal-setting is embedded in SHEL’s strategy. Shareholders should monitor for measurable improvements in profitability as evidence of successful execution. Iranian situation repairs are expected to be a very small part of the picture. Read the full article on Seeking Alpha
Seeking Alpha • Apr 11

Parsing European Supermajors: Shell Reigns Supreme

Summary Shell plc is the best risk-adjusted play among European supermajors due to its strong balance sheet, high credit quality, and natural gas-focused production mix. Shell and Equinor have the best credit ratings (Aa2) and lowest gearing, providing a cushion during market volatility. Shell's earnings sensitivity is lower than peers, thanks to its strategic pivot to natural gas, making it more resilient in fluctuating markets. Shell's disciplined capital returns strategy, including stable buybacks, ensures SHEL shareholder returns even in a challenging environment. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

5 Reasons Shell Is On The Up And Up (Rating Upgrade)

Summary Shell's stock has risen 16.6% YTD, outperforming broader market trends despite lacklustre oil prices. Key drivers for the rise include continued share buybacks, sustained dividend payouts, and promising plans to pivot towards relatively cleaner energy sources like LNG. Moreover, its market multiples indicate a 30% upside potential, with Shell's P/E ratios still below five-year averages despite recent price increases. Despite weak financials, Shell's strategic focus on LNG and potentially attractive shareholder returns justify upgrading the stock to a Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

Shell: LNG As An Intermediate Step To Clean Energy

Summary Shell's LNG business is crucial for reducing carbon emissions and transitioning to sustainable energy, with significant demand growth expected in China and India. Despite a 17% YoY drop in 2024 income, the Company's EV/EBITDA ratio of 3.69x and strong cash flow indicate an attractive valuation. SHEL's manageable debt levels and increased dividend payments highlight financial stability, despite geopolitical risks and potential economic slowdowns in China and India. Shell's role in the growing LNG market, combined with low valuation ratios, presents a compelling buy opportunity amidst global energy transitions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

Shell:  9/10 U.S. LNG Shipments Going To Europe, Still Not Enough To Balance The Market

Summary Shell's robust LNG segment makes it an attractive buy amid Europe's systemic energy crisis, with persistent supply-demand imbalances driving higher LNG prices. Despite a decline in overall earnings and revenues in 2024, Shell's LNG segment remains highly profitable, contributing significantly to net earnings. Shell's debt servicing costs increased, but the company is steadily reducing its total debt, enhancing its financial stability. Europe's natural gas shortage is worsening, with a significant shift of US LNG exports to Europe not alleviating the crisis.  Shell's financial results should improve significantly on higher LNG prices. Read the full article on Seeking Alpha
Seeking Alpha • Jan 29

Shell: Entering 2025 At A 16% FCF Yield, Top Pick Confirmed

Summary Despite Q4 previewed to be weaker than previously expected, we believe Shell looks well set to outperform during 2025, specifically in a weaker commodity price environment. Valuation has dropped to a ~16% FCF yield, giving Shell a record high ~50% discount vs the broader sector. Distributions also remain attractive, with shares offering a >11% total yield including buybacks, which we believe look well covered down to $65 Brent. We lower our price target to $77/sh, largely due to a rolled-forward valuation on updated 2025 estimates, yet remain Overweight and view Shell as a top pick in the sector. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

Shell Is A Great Integrated Oil Company

Summary Shell plc, known as Royal Dutch Shell, boasts a market cap of almost $200 billion, making it a significant player in the integrated oil sector. The company's impressive assets, diversification, and steady cash flow position SHEL stock as a valuable investment, even with a higher share price. A major risk is the uncertainty of returns from Shell's heavy investments in transitioning its portfolio, a critical factor for potential investors. Despite risks, Shell's strong fundamentals and strategic investments support its potential for long-term growth and value creation. Read the full article on Seeking Alpha
Seeking Alpha • Dec 06

Shell: U.K. Upstream Merger Is A Good Sign For Shell And A Bad One For The U.K.

Summary Shell and Equinor will merge their UK upstream assets into a 50/50 joint venture, creating the largest producer in the UK North Sea. The deal is the latest in the line of divestments by global majors which since 2017 have sold >$10B of UK assets. With the UK operating environment becoming increasingly challenging, we view the deal as a key step for management to deliver on a more streamlined, higher value Shell. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

Shell: Take The Time To Consider This Given The Strong Earnings Report

Summary Shell should outperform the coming period of weak oil and gas prices. Mr. Market usually goes to extremes. Extreme pessimism often means a bargain price. The company will get its share of growth projects for a long-term growth rate in the single digits. Cost control and company strategies appear to prevent SHEL from reporting losses during this period of weak commodity prices. Contrarian opportunities for stocks like this one only occur every few years. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Shell's Upcoming Earnings: A Beat Seems Likely, Don't Expect A Surging Share Price

Summary Shell is expected to beat earnings and likely revenue, but this doesn't translate into a buy recommendation due to my expectation of a muted market response. Shell's earnings history under CEO Wael Sawan shows mixed results, with a rough start but a recent string of beats. The company continues to make significant buybacks, but oil and gas sector weakness and valuation concerns suggest holding rather than buying. Shell's valuation is high among European peers but below its U.S. counterparts; no major market-moving announcements expected, making it a hold. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Shell: The Outlook Underwhelms (Rating Downgrade)

Summary Shell plc's recent stock price drop follows weaker oil prices at a time when OPEC has reduced its demand outlook and the EIA foresees limited oil price rise going forward. While the stock is still supported by YoY earnings growth as seen in its Q2 2024 results, biofuels-related impairments aren't a good look. While share buybacks, attractive market multiples, and improved dividend yield still make a case for it, the outlook for Shell is still underwhelming. Read the full article on Seeking Alpha
Seeking Alpha • Aug 21

Shell Is Transitioning Back To Being An Oil And Gas Producer

Summary Shell plc is shifting focus towards maximizing shareholder value by emphasizing liquids and gas production, expanding LNG trading, and pausing less profitable biofuel projects. Despite the shift towards hydrocarbons, Shell remains open to renewable fuels and biofuels, with a focus on long-term strategy and potential government mandates to drive demand. Shell's financials show a flat production rate, with investments in oil & gas developments and LNG terminals, as well as a focus on high grading their portfolio for future energy transition. Read the full article on Seeking Alpha
Seeking Alpha • Aug 10

Shell: Well On Track To Deliver On CMD Sprint

Summary Promising H1 performance with ~2% sequential production growth from start-ups in Oman and Asia-Pacific. Earnings down 5% vs H1 23 as lower commodity prices were partially offset by stabilizing chemical margins and cost savings. EPS up 2% on lower share count. At $1.7B achieved as of H1, mgmt is well on track to deliver $2-3B in structural savings through YE25. Recent divestments should further improve cost base. Reiterate Overweight with a $90 price target for ~26% price upside while shareholder capital returns should come in at 10%+ for the full year after an 11% dividend raise. Read the full article on Seeking Alpha
Seeking Alpha • Jul 19

Shell Stock Has A Nice European Discount

Summary Shell plc has surpassed pre-COVID-19 highs and a market cap of $200 billion, offering long-term shareholder returns. Strong 1Q 2024 earnings with $7.7 billion in adjusted earnings, $13.3 billion in CFFO, and aggressive share buybacks. Shell is poised for continued shareholder returns with strong operational performance, pipeline of projects, capital allocation, and minimal debt position. Read the full article on Seeking Alpha
Seeking Alpha • Jul 10

Shell: Single-Digit P/E With Share-Price Momentum, A FCF Stalwart

Summary Shell has outperformed the US Select Sector SPDR Energy ETF so far this year, benefiting from rising global oil prices. Shell reported strong Q1 results, with non-GAAP EPS beating estimates, as it continues to repurchase stock. With continued growth in earnings, dividends, and free cash flow, along with an impressive technical trend, I see further upside this year. I highlight key price levels to watch ahead of earnings next month and note what the options market says. Read the full article on Seeking Alpha
Seeking Alpha • Jun 18

Shell Is On The Right Track

Summary Q1 results show solid earnings and operational performance. One year has passed since the Shell 2023 Capital Market Day presentation. The company's strategy, which focuses on capital discipline, cost reduction, and portfolio simplification, is progressing well. FCF yield supports Shell's remuneration, and there is also a deleveraging path to consider. This means a buy. Read the full article on Seeking Alpha
Seeking Alpha • May 27

Shell: Strong Q1 Blows Estimates Out Of The Water

Summary Shell delivered a strong Q1 with adj. earnings beating consensus by 18% as trading desks profited off market disruptions in refined products and operating performance improved. Portfolio high-grading continues with further $2.8B of divestments in non-core, underperforming businesses while management eyes a stake in Galp's 10Bboe Namibia find. Buyback pace to continue to $3.5B/quarter, implying a ~19% uplift to previous estimates and a >10% annual distribution yield for 2024. I reiterate my Overweight rating and $90 price target and note that shares continue to trade at a ~33% discount to Total and US peers on 24E FCF. Read the full article on Seeking Alpha
Seeking Alpha • May 12

3 Reasons Shell Remains A Buy

Summary Shell's stock price has seen a healthy rise so far this year, and this can continue due to three supporting factors. An expected increase in oil prices can boost its earnings. The company's recent results haven't disappointed investors either, with a sequential earnings improvements. And its P/E is still attractive. There's a risk from a weakness in the US economy, which can slow down demand. But how big a risk this is remains to be seen. Read the full article on Seeking Alpha
Seeking Alpha • Mar 28

Shell: LNG Leadership Makes For An Attractive Risk/Reward

Summary Following its Capital Markets Day 2023 and the appointment of new CEO Sawan, Shell has lowered the pace of its energy transition and now aims at stable production through 2030. Next to best-in-class deepwater assets in the Gulf of Mexico and Brazil, Shell has a dominant position in LNG at ~17% of global supply supported by a highly visible pipeline. Due to its dominance in production and storage capacity, Shell's LNG trading is in a highly advantaged position to exploit global price arbitrage, alone contributing ~$2.4B in Q4 net profit. I am highly bullish on Shell's leverage to benefit from growing demand in LNG and realize higher natural gas prices in Asian and European markets. Initiate at Overweight (PT $90). Read the full article on Seeking Alpha
Seeking Alpha • Mar 22

Shell: Higher Reserve And An Attractive Valuation

Summary OPEC+ extends oil production cuts, US crude inventories fall, and higher economic growth forecasts support oil prices. The company communicated more OPEX reduction and higher reserves. Shell's positive factors include the right capital allocation priorities, a cost-saving plan, and better-than-expected remuneration. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

Shell: Earnings Report Is More Positive Than Not

Summary Even though Shell's stock performance has been underwhelming in the past three months on softening oil prices, the latest earnings update gives reasons for an uptick now. Revenues grew sequentially in Q4 2023, and adjusted earnings saw a double digit increase resulting in increased dividend payouts. The continued share buybacks are a positive too. Additionally, the market multiples are competitive compared to the energy sector median. Even though there are risks to oil prices in 2024, the stock still looks good. Read the full article on Seeking Alpha
Seeking Alpha • Jan 18

Shell Is Refocusing The Future Of The Firm

Summary Shell is refocusing its business on core assets and exiting ancillary projects in order to simplify their business model. The company is focusing on offshore projects, with production commencing at the FPSO Sepetiba and further investing in surrounding blocks in the Sparta development, which should commence production in 2028. Management anticipates an FCF run rate of 6% growth through 2030 and eluded to a CFFO payout ratio of 30-40% in the form of buybacks and dividends. Read the full article on Seeking Alpha
Seeking Alpha • Jan 11

Shell: Lower Oil Prices Hurt, But Shares Still A Bargain With A High Yield

Summary I see Shell plc shares as undervalued despite weaker oil prices, with high free cash flow and potential for further upside. The high-yield company is engaged in various activities related to oil and natural gas, chemicals, power generation, renewable resources, and other businesses in over 135 countries. The company's outlook looks strong, particularly if there is an uptick in oil prices, but there are risks such as weakness in its Chemicals segment and the global macroeconomy. I outline key price levels to watch ahead of earnings due out early next month. Read the full article on Seeking Alpha

CEO 보수 분석

Wael Sawan의 보수는 Shell의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$19b

Dec 31 2025US$19mUS$2m

US$18b

Sep 30 2025n/an/a

US$15b

Jun 30 2025n/an/a

US$14b

Mar 31 2025n/an/a

US$14b

Dec 31 2024US$11mUS$2m

US$16b

Sep 30 2024n/an/a

US$16b

Jun 30 2024n/an/a

US$18b

Mar 31 2024n/an/a

US$18b

Dec 31 2023US$10mUS$2m

US$19b

보상 대 시장: Wael의 총 보수(USD18.54M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M) 수준입니다.

보상과 수익: Wael의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Wael Sawan (51 yo)

3.3yrs
재임 기간
US$18,543,332
보수

Mr. Wael Sawan serves as the Chief Executive Officer and Director of Shell plc (Formerly known as Royal Dutch Shell plc) since January 01, 2023. Mr. Sawan served as Upstream Director at Royal Dutch Shell p...

리더십 팀

이름직위재임 기간보수지분
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
$ 17.1m
Sinead Gorman
CFO & Director4.1yrsUS$11.42m0.0042%
$ 10.0m
Philippa Bounds
Chief Legal Officer2.8yrs데이터 없음데이터 없음
Rachel Solway
Chief Human Resources & Corporate Officer2.3yrs데이터 없음데이터 없음
Graham van't Hoff
Executive Vice President of Chemicals13.3yrs데이터 없음데이터 없음
Brian Eggleston
Executive Vice President of Finance Downstreamno data데이터 없음데이터 없음
Roland Ilube
Senior Vice President of Finance Mobilityno data데이터 없음데이터 없음
Cederic Cremers
President of Integrated Gasno data데이터 없음데이터 없음
Ali Al-Janabi
Chairman for Kazakhstan1.7yrs데이터 없음데이터 없음
Peter Costello
President of Upstream4.5yrs데이터 없음데이터 없음
Machteld de Haan
President of Downstream1.1yrs데이터 없음데이터 없음
Andrew Smith
President of Trading & Supply1.1yrs데이터 없음데이터 없음
2.8yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: SHEL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).

이사회 구성원

이름직위재임 기간보수지분
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
$ 17.1m
Sinead Gorman
CFO & Director4.1yrsUS$11.42m0.0042%
$ 10.0m
Ann Godbehere
Independent Non-Executive Director8yrsUS$310.04k0.00018%
$ 428.8k
Neil Andrew Carson
Independent Non-Executive Director6.9yrsUS$210.29k0.00029%
$ 690.8k
Catherine Hughes
Independent Non-Executive Director8.9yrsUS$296.56k0.0010%
$ 2.4m
Arie Boer
Deputy Chair & Senior Independent Director6yrsUS$316.78k0.00018%
$ 428.8k
Andrew Mackenzie
Independent Chairman of the Board5.6yrsUS$1.15m0.00066%
$ 1.6m
Cyrus Russi Taraporevala
Independent Non-Executive Director3.2yrsUS$297.91k0.00018%
$ 428.8k
Jane Lute
Independent Non-Executive Director5yrsUS$253.43k0.00013%
$ 309.7k
Abraham Schot
Independent Non-Executive Director5.6yrsUS$214.33k데이터 없음
Charles Roxburgh
Independent Non-Executive Director3.2yrsUS$249.38k0.000090%
$ 214.4k
Leena Srivastava
Independent Non-Executive Director3.2yrsUS$225.12k데이터 없음
5.3yrs
평균 재임 기간
65.5yo
평균 나이

경험이 풍부한 이사회: SHEL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/18 19:19
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Shell plc는 53명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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