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Shell (SHEL) Competitors

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$72.06 -0.15 (-0.21%)
As of 03:50 PM Eastern
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SHEL vs. TTE, BP, PBR, EQNR, CNQ, E, SU, WDS, CVE, and EXE

Should you be buying Shell stock or one of its competitors? The main competitors of Shell include TotalEnergies (TTE), BP (BP), Petroleo Brasileiro S.A.- Petrobras (PBR), Equinor ASA (EQNR), Canadian Natural Resources (CNQ), ENI (E), Suncor Energy (SU), Woodside Energy Group (WDS), Cenovus Energy (CVE), and Expand Energy (EXE). These companies are all part of the "petroleum and natural gas" industry.

Shell vs. Its Competitors

Shell (NYSE:SHEL) and TotalEnergies (NYSE:TTE) are both large-cap energy companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, valuation, analyst recommendations, media sentiment, profitability and earnings.

TotalEnergies has a net margin of 6.20% compared to Shell's net margin of 4.75%. TotalEnergies' return on equity of 13.59% beat Shell's return on equity.

Company Net Margins Return on Equity Return on Assets
Shell4.75% 11.71% 5.51%
TotalEnergies 6.20%13.59%5.64%

Shell has higher revenue and earnings than TotalEnergies. TotalEnergies is trading at a lower price-to-earnings ratio than Shell, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shell$281.07B0.76$16.09B$4.3416.60
TotalEnergies$187.12B0.76$15.76B$5.5110.73

Shell pays an annual dividend of $2.86 per share and has a dividend yield of 4.0%. TotalEnergies pays an annual dividend of $3.40 per share and has a dividend yield of 5.8%. Shell pays out 65.9% of its earnings in the form of a dividend. TotalEnergies pays out 61.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. TotalEnergies is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Shell had 27 more articles in the media than TotalEnergies. MarketBeat recorded 41 mentions for Shell and 14 mentions for TotalEnergies. TotalEnergies' average media sentiment score of 1.22 beat Shell's score of 0.63 indicating that TotalEnergies is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shell
20 Very Positive mention(s)
5 Positive mention(s)
11 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
TotalEnergies
12 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Shell presently has a consensus target price of $78.69, indicating a potential upside of 9.19%. TotalEnergies has a consensus target price of $66.45, indicating a potential upside of 12.43%. Given TotalEnergies' higher possible upside, analysts clearly believe TotalEnergies is more favorable than Shell.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shell
0 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.93
TotalEnergies
0 Sell rating(s)
4 Hold rating(s)
7 Buy rating(s)
3 Strong Buy rating(s)
2.93

28.6% of Shell shares are held by institutional investors. Comparatively, 16.5% of TotalEnergies shares are held by institutional investors. 1.0% of Shell shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Shell has a beta of 0.4, meaning that its stock price is 60% less volatile than the S&P 500. Comparatively, TotalEnergies has a beta of 0.57, meaning that its stock price is 43% less volatile than the S&P 500.

Summary

TotalEnergies beats Shell on 10 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SHEL and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SHEL vs. The Competition

MetricShellOIL IndustryEnergy SectorNYSE Exchange
Market Cap$212.58B$69.49B$7.74B$20.36B
Dividend Yield3.92%6.04%10.93%3.64%
P/E Ratio16.5799.3675.1628.50
Price / Sales0.761.6727,014.8867.34
Price / Cash4.334.7635.9122.95
Price / Book1.221.023.854.41
Net Income$16.09B$5.03B$4.26B$993.26M
7 Day Performance0.09%-3.57%68.75%-4.02%
1 Month Performance1.29%-2.12%77.67%-1.20%
1 Year Performance-1.19%-6.40%95.66%7.24%

Shell Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SHEL
Shell
3.1027 of 5 stars
$72.06
-0.2%
$78.69
+9.2%
-1.4%$212.58B$281.07B16.5798,000Trending News
Earnings Report
Upcoming Earnings
TTE
TotalEnergies
4.3219 of 5 stars
$60.67
0.0%
$66.45
+9.5%
-12.2%$145.27B$214.55B11.00102,887Positive News
BP
BP
3.0304 of 5 stars
$32.55
+1.1%
$35.50
+9.1%
-9.3%$86.22B$194.63B-70.67100,500Upcoming Earnings
PBR
Petroleo Brasileiro S.A.- Petrobras
4.6814 of 5 stars
$12.65
+0.4%
$17.40
+37.6%
-10.8%$81.42B$91.42B9.4349,185Positive News
EQNR
Equinor ASA
2.5086 of 5 stars
$26.05
+2.7%
$22.71
-12.8%
-3.1%$76.61B$103.77B8.6424,641
CNQ
Canadian Natural Resources
4.8534 of 5 stars
$31.97
+1.8%
$63.00
+97.1%
-10.7%$66.76B$30.30B12.5210,640Positive News
Upcoming Earnings
Analyst Revision
E
ENI
2.0834 of 5 stars
$34.20
-1.4%
$31.60
-7.6%
+6.2%$57.68B$98.71B21.0932,492Earnings Report
SU
Suncor Energy
4.5026 of 5 stars
$39.93
+1.7%
$66.00
+65.3%
-1.2%$48.76B$54.91B11.4915,010News Coverage
Positive News
Upcoming Earnings
WDS
Woodside Energy Group
2.3684 of 5 stars
$17.14
0.0%
N/A-7.2%$32.50B$13.18B20.874,667Short Interest ↑
CVE
Cenovus Energy
4.7496 of 5 stars
$14.98
+3.6%
$23.00
+53.6%
-24.3%$27.00B$39.62B13.987,150News Coverage
Earnings Report
Analyst Forecast
EXE
Expand Energy
4.4468 of 5 stars
$97.58
-0.6%
$129.80
+33.0%
N/A$23.19B$4.24B-18.181,700Trending News
Earnings Report
Dividend Announcement
Analyst Forecast
Analyst Revision

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This page (NYSE:SHEL) was last updated on 8/1/2025 by MarketBeat.com Staff
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