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SHEL$85.41+1.53%
Fair $85.41+0.0%

SHEL

Shell plc

Energy / Oil & Gas IntegratedNYSE

$85.41

+1.29 (+1.53%)

Fairly Valued+0.0%Fair Value $85.41Fund rank 37/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $31.2B · quality 80.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

55/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · SHELLocal privado en este navegador · Shell plc
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$237.4B

P/E

13.3x

↓

EV/EBITDA

5.3x

↓

ROE

10.2%

↑

Gross Margin

15.9%

↓

Debt/Equity

0.43

↑
52-Week Range$85
$66$95

TradingView lightweight chart

SHEL price, volumen y niveles de valoración

Último $85.41Periodo +43.8%
Fair value: $85.41

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-11.2%

FCF CAGR

-19.5%

FCF margin

9.0%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $266.89B · net income $17.84B · FCF $23.92B

2022-FY → 2025-FY

Gross margin

15.9%-4.7% pts

Operating margin

10.3%-6.2% pts

Net margin

6.7%-4.4% pts

FCF margin

9.0%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$266.89B$266.89B$284.31B$316.62B$381.31B
Net Income$17.84B$17.84B$16.09B$19.36B$42.31B
EBITDA$56.66B$56.66B$57.48B$60.36B$92.55B
EPS6.006.005.065.7011.42
Gross Margin15.9%15.9%16.2%14.9%20.7%
Operating Margin10.3%10.3%10.5%9.7%16.6%
Net Margin6.7%6.7%5.7%6.1%11.1%
Balance Sheet
Debt/Equity0.430.430.430.440.44
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$23.92B$23.92B$35.09B$31.20B$45.81B
Returns
ROE10.2%10.2%9.0%10.4%22.2%
Valuation
P/E13.3013.3012.7511.535.01
EV/EBITDA5.305.304.254.422.76
P/B1.461.461.151.201.11
Growth & Yield
Revenue Growth-6.1%-6.1%-10.2%-17.0%—
EPS Growth18.6%18.6%-11.2%-50.1%—
Dividend Yield3.7%3.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$7.58

Spread vs growth

10.5%

5Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$9.17

Spread vs growth

9.7%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$14.77

Spread vs growth

9.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +32.7%

Total return

+32.7%

Start / end P/E

13.1x → 14.2x

EPS bridge

5.06 → 6.00

Residual

+1.6%

EPS growth+18.6%
Multiple rerating+8.8%
Dividend+3.7%
Residual / FX / buybacks / cross-term+1.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.