Shell PLC Competitors

Stocks . Netherlands . 
Stock . Shell PLC
SHELL Stock   40.16  0.47  1.18%   
The company operates in the Oil, Gas & Consumable Fuels sector. Shell PLC shares competitive overlap with Koninklijke Ahold, Unilever PLC, ING Groep, ASML Holding, and Koninklijke Philips and similar firms. Earnings revision trends for Shell PLC and its competitors signal where analyst sentiment is shifting.

Shell PLC vs Koninklijke Philips Correlation Overview

Excellent diversification
For the present investment horizon, the measured correlation between Shell PLC and Koninklijke Philips stands at -0.12, or Excellent diversification. A -0.12 reading means Shell PLC and Koninklijke Philips have very little price overlap, which supports diversification.

Moving Against Shell Stock

  0.74INGA ING Groep NVPairCorr
  0.73PRX Prosus NVPairCorr
  0.62EXO Exor NVPairCorr
  0.62RABO Cooperatieve RabobankPairCorr
Specify up to 10 symbols:
Experienced market participants anticipate that Shell PLC's price will even out over time. Periods when Shell PLC's deviates significantly from its historical mean may warrant further fundamental analysis.
Hype
Prediction
LowEstimatedHigh
38.7440.2541.76
Details
Intrinsic
Valuation
LowRealHigh
35.9937.5044.18
Details
Naive
Forecast
LowNextHigh
37.8839.4040.91
Details
Earnings
Estimates (0)
LowProjected EPSHigh
0.680.840.77
Details
Analyzing Shell PLC in isolation is insufficient for informed investment decisions. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Shell PLC Competition Correlation Matrix

Studying peer correlation around Shell PLC gives investors a cleaner read on how much independent price behavior still exists across the competitive set. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.

High positive correlations

PHIA
+ 0.73
UNA
PHIA
+ 0.59
ASML
ASML
+ 0.5
UNA
INGA
+ 0.46
UNA
PHIA
+ 0.46
INGA
ASML
+ 0.45
AD
  

High negative correlations

INGA
- 0.56
AD

Risk-Adjusted Indicators

Strong recent returns in Shell Stock do not always mean Shell PLC Company is outperforming peers on business quality. Risk-adjusted metrics help compare Shell PLC's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

Shell PLC Competitive Analysis

Within its peer group that includes Koninklijke Ahold, Unilever PLC, and ING Groep, Shell PLC stands out in several ways. The company commands a 222.91 B market valuation built on 272.84 B in annual revenue. Profitability stands at a 6.68% net margin with return on equity reaching 10.19%. Shell PLC commands the larger valuation at 222.91 B versus 35.85 B. Shell PLC leads on revenue, 272.84 B to 49.61 B, a substantial gap. Profit margins tilt toward ING Groep at 34.03% against Shell PLC at 6.68%.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SHELL AD UNA INGA ASML PHIA
 1.18 
40.16
Shell
 0.22 
40.14
Koninklijke
 1.01 
52.18
Unilever
 1.75 
21.93
ING
 3.78 
1,166
ASML
 0.21 
23.72
Koninklijke
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Market Performance
(90 Days Performance)
Constructive
Moderate
Weak
Weak
Balanced
Soft
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Small
Low
Tiny
Tiny
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Under Valued
Over Valued
Fairly Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Cautious Hold
Strong Hold
Hold
Strong Hold
Current Ratio
N/A
0.76 X
0.73 X
N/A
1.26 X
1.27 X
Net Asset
370.97 B
49.09 B
70.58 B
1.05 T
50.57 B
26.94 B
Profit Margin
0.07 %
0.02 %
0.19 %
0.34 %
0.29 %
0.05 %
EBITDA
56.2 B
7.45 B
11.11 B
9.15 B
12.43 B
2.77 B
Operating Margin
0.08 %
0.04 %
0.20 %
0.63 %
0.35 %
0.11 %
Current Valuation
263.73 B
50.19 B
138.78 B
169.78 B
458.04 B
27.63 B
Price To Book
1.48 X
2.51 X
7.46 X
1.29 X
23.81 X
2.06 X
Retained Earnings
191.14 B
8.3 B
44.3 B
37.66 B
17.59 B
3.58 B
Five Year Return
N/A
3.44 %
2.95 %
4.53 %
0.83 %
2.83 %
Current Asset
N/A
N/A
N/A
N/A
7.71 B
N/A
Beta
-0.07
0.36
0.26
0.85
1.43
0.94
Number Of Employees
84 K
132 K
93.73 K
60 K
43.52 K
61.09 K
Shares Outstanding
5.62 B
886.88 M
2.18 B
2.88 B
385.42 M
951.29 M
Cash Flow From Operations
41.62 B
6.99 B
7.79 B
160 M
12.66 B
1.17 B
Annual Yield
0.03 %
0.04 %
0.04 %
0.05 %
0.01 %
0.04 %
Total Debt
104.75 B
4.58 B
29.65 B
244.67 B
2.71 B
8.09 B
Return On Equity
0.1
0.15
0.31
0.16
0.5
0.0782
Return On Asset
0.0492
0.0461
0.0843
0.0083
0.14
0.032
Book Value Per Share
26.26 X
16.01 X
7.13 X
18.63 X
50.89 X
11.52 X
Current Liabilities
N/A
N/A
N/A
N/A
3.11 B
N/A
Total Asset
370.97 B
49.09 B
70.58 B
1.05 T
50.57 B
26.94 B
Target Price
37.43
39.98
62.51
26.94
1403.28
28.48
Last Dividend Paid
1.45
1.24
1.98
1.09
7.5
0.85
Debt To Equity
N/A
1.31 %
1.42 %
N/A
0.44 %
48.70 %
Shares Owned By Institutions
35.10 %
54.79 %
54.17 %
50.25 %
45.17 %
47.86 %
Market Capitalization
222.91 B
35.85 B
115.6 B
63.93 B
452.5 B
22.56 B
Price To Earnings To Growth
2.28 X
3.43 X
1.89 X
1.47 X
2.32 X
0.36 X
Price To Earning
N/A
22.81 X
21.48 X
18.09 X
52.08 X
28.80 X
Price To Sales
0.84 X
0.39 X
2.29 X
2.61 X
13.85 X
1.27 X
Net Income
18.24 B
2.26 B
5.57 B
6.33 B
9.61 B
900 M
Earnings Per Share
2.58 X
2.50 X
2.59 X
2.12 X
24.71 X
0.93 X
Shares Owned By Insiders
0.06 %
0.08 %
3.32 %
0.01 %
0.01 %
19.02 %
Revenue
272.84 B
92.35 B
49.61 B
23.04 B
32.67 B
17.83 B
Working Capital
24.76 B
-4.87 B
-4.6 B
N/A
6.35 B
2.42 B
Cash And Equivalents
N/A
4.52 B
5.03 B
179.45 B
3.36 B
1.55 B
Cash Per Share
N/A
4.37 X
1.93 X
45.97 X
8.49 X
1.72 X
Gross Profit
67.79 B
24.51 B
23.71 B
24.46 B
17.26 B
8.06 B
Day Typical Price
39.99
40.26
52.31
22.03
1173.33
23.71
Accumulation Distribution
79821.4
20993.48
16710.55
171624.0
21630.45
24955.47
Market Facilitation Index
N/A
N/A
N/A
N/A
1.0E-4
N/A
Daily Balance Of Power
0.94
-0.19
-0.88
-0.89
-1.20
-0.11
Period Momentum Indicator
0.47
-0.09
-0.53
-0.39
-45.80
-0.05
Rate Of Daily Change
1.01
1.0
0.99
0.98
0.96
1.0
Day Median Price
39.91
40.32
52.37
22.08
1177.1
23.71
Price Action Indicator
0.48
-0.22
-0.46
-0.35
-34.20
-0.01
Relative Strength Index
70.37
54.14
32.48
40.93
52.7
45.03
Coefficient Of Variation
354.65
754.58
-1,655
-1,578
603.07
2889.12
Mean Deviation
1.11
1.01
0.9151
1.34
1.93
1.4
Jensen Alpha
0.3719
0.2155
-0.07
-0.07
0.4453
0.1121
Total Risk Alpha
0.5445
0.3902
0.0288
0.0389
0.6678
0.2665
Sortino Ratio
0.2999
0.2884
N/A
N/A
0.2074
0.0762
Downside Variance
2.61
1.1
N/A
N/A
5.86
3.47
Standard Deviation
1.48
1.78
1.21
1.68
2.62
2.18
Kurtosis
0.8163
24.9
0.5653
-0.20
0.4581
11.98
Potential Upside
2.66
2.01
1.47
2.14
6.01
2.81
Treynor Ratio
-0.87
-1.69
-0.48
-0.20
1.63
0.1072
Maximum Drawdown
6.76
13.49
5.79
7.34
11.39
15.62
Variance
2.19
3.17
1.47
2.83
6.89
4.74
Market Risk Adjusted Performance
-0.86
-1.68
-0.47
-0.19
1.64
0.1172
Risk Adjusted Performance
0.2382
0.1152
-0.05
-0.05
0.1443
0.0349
Skewness
-0.58
4.06
-0.70
-0.27
0.4257
2.13
Semi Deviation
1.12
0.7428
N/A
N/A
2.04
1.73
Information Ratio
0.327
0.17
-0.01
-0.02
0.1912
0.0652
Value At Risk
-2.05
-1.58
-2.53
-2.96
-4.01
-3.34
Expected Short fall
-1.25
-1.19
N/A
N/A
-2.08
-1.51
Downside Deviation
1.61
1.05
N/A
N/A
2.42
1.86
Semi Variance
1.25
0.5518
N/A
N/A
4.18
2.98

Shell PLC Competition Peer Performance Charts

How to Analyze Shell PLC Against Peers

Shell PLC's peer analysis compares Shell PLC with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether Shell PLC trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where Shell PLC leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Shell PLC carries less net debt relative to EBITDA than most competitors, giving it more room to invest or weather downturns. Relative comparison helps show where Shell PLC is stronger or weaker against peers. For peer comparison, Shell PLC has a market cap of 222.91 B, profit margin of 6.68%.

Data shown for Shell PLC is aggregated from periodic company reporting and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board
Last reviewed on March 18th, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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