SHEL logo

Shell plc Stock Price

LSE:SHEL Community·UK£194.0b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 327 Fair Values set on narratives written by author

SHEL Share Price Performance

UK£34.34
7.07 (25.93%)
UK£32.62
Fair Value
UK£34.34
7.07 (25.93%)
5.3% overvalued intrinsic discount
UK£32.62
Fair Value
Price UK£34.34
AnalystConsensusTarget UK£32.62
composite32 UK£35.51
Vestra UK£38.25

SHEL Community Narratives

AnalystConsensusTarget·
Fair Value UK£32.62 5.3% overvalued intrinsic discount

Analysts Weigh In on Shell Amid Mixed Outlook and Updated Valuation Targets

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162users have followed this narrative
composite32·
Fair Value UK£35.51 3.3% undervalued intrinsic discount

A fully integrated LNG business seems to be ignored by the market.

10users have liked this narrative
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45users have followed this narrative
Vestra·
Fair Value UK£38.25 10.2% undervalued intrinsic discount

Shell plc (SHEL): Powering Through the 2026 Energy Security Scenarios

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2users have followed this narrative
UK£35.51
3.3% undervalued intrinsic discount
Fair Value
Revenue
4.8% p.a.
Profit Margin
7%
Future PE
13.5x
Price in 2031
UK£49.96
UK£38.25
10.2% undervalued intrinsic discount
Fair Value
Revenue
2.91% p.a.
Profit Margin
6.68%
Future PE
14.62x
Price in 2031
UK£54.06
UK£32.62
5.3% overvalued intrinsic discount
Revenue
1.49% p.a.
Profit Margin
7.69%
Future PE
11.77x
Price in 2029
UK£40.18

Trending Discussion

Updated Narratives

SHEL logo

Shell plc (SHEL): Powering Through the 2026 Energy Security Scenarios

Fair Value: UK£38.25 10.2% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
SHEL logo

A fully integrated LNG business seems to be ignored by the market.

Fair Value: UK£35.51 3.3% undervalued intrinsic discount
45 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
SHEL logo

SHEL: Future Returns Will Reflect LNG Exposure And Geopolitical Supply Risks

Fair Value: UK£32.62 5.3% overvalued intrinsic discount
162 users have followed this narrative
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and good value.

1 Risk
3 Rewards

Shell plc Key Details

US$266.9b

Revenue

US$199.1b

Cost of Revenue

US$67.8b

Gross Profit

US$50.0b

Other Expenses

US$17.8b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 07, 2026
3.16
25.40%
6.68%
26.7%
View Full Analysis

About SHEL

Founded
1897
Employees
84000
CEO
Wael Sawan
WebsiteView website
www.shell.com

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.