Added to YB: 2026-10-13
Pitch date: 2026-10-09
SHEL [bullish]
Shell plc
+3.72%
current return
Author Info
No bio for this author
Company Info
Shell plc operates as an energy and petrochemical company in Europe, Asia, Oceania, Africa, the United States, and other parts of the Americas.
Market Cap
GBP 287.2B
Pitch Price
GBP 37.68
Price Target
N/A
Dividend
3.11%
EV/EBITDA
5.15
P/E
11.15
EV/Sales
1.11
Sector
Oil, Gas and Consumable Fuels
Category
value
Theodosian Capital | Stocks Update 9/10/2026 - SHEL – Q3 update
SHEL (earnings): Shell’s pre-Q3 update points to higher production and sales volumes, with September’s ARC Resources acquisition supporting output and refining margins rising materially to $42 from $24 in Q2; costs are also guided higher, potentially alongside production. A $2.5bn emissions-related cash outflow and ARC’s impact on net debt leave distributions uncertain, but the shares remain cheap at 10.5x consensus 2028 earnings with a 3.4% yield.
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