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Company Analysis Shell plc
1. Summary
Advantages
- Price (35.48 $) is less than fair price (42.01 $)
- The stock's return over the last year (1.53%) is higher than the sector average (-16.27%).
Disadvantages
- Dividends (4.08%) are below the sector average (9.46%).
- Current debt level 19.89% has increased over 5 years from 16.3%.
- The company's current efficiency (ROE=8.83%) is lower than the sector average (ROE=10.61%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Shell plc | Energy | Index | |
|---|---|---|---|
| 7 days | 11.1% | 0.6% | 0.6% |
| 90 days | 19.6% | 3.6% | 19.2% |
| 1 year | 1.5% | -16.3% | 14.2% |
RYDAF vs Sector: Shell plc has outperformed the "Energy" sector by 17.8% over the past year.
RYDAF vs Market: Shell plc has significantly underperformed the market by -12.64% over the past year.
Stable price: RYDAF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: RYDAF with weekly volatility of 0.0294% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (35.48 $) is lower than the fair price (42.01 $).
Price not significantly lower than the fair price: The current price (35.48 $) is slightly lower than the fair price by 18.4%.
4.2. P/E
P/E vs Sector: The company's P/E (12.64) is lower than that of the sector as a whole (16.56).
P/E vs Market: The company's P/E (12.64) is lower than that of the market as a whole (59.87).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.13) is lower than that of the sector as a whole (1.15).
P/BV vs Market: The company's P/BV (1.13) is lower than that of the market as a whole (3.17).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.7154) is lower than that of the sector as a whole (1.21).
P/S vs Market: The company's P/S indicator (0.7154) is lower than that of the market as a whole (3.43).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (4.22) is lower than that of the sector as a whole (28.96).
EV/Ebitda vs Market: The company's EV/Ebitda (4.22) is lower than that of the market as a whole (40.12).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -34.85% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-34.85%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (76.75%).
5.4. ROE
ROE vs Sector: The company's ROE (8.83%) is lower than that of the sector as a whole (10.61%).
ROE vs Market: The company's ROE (8.83%) is lower than that of the market as a whole (41.73%).
5.5. ROA
ROA vs Sector: The company's ROA (4.05%) is lower than that of the sector as a whole (4.82%).
ROA vs Market: The company's ROA (4.05%) is lower than that of the market as a whole (29.55%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (9.15%) is higher than that of the sector as a whole (8.81%).
ROIC vs Market: The company's ROIC (9.15%) is lower than that of the market as a whole (10.99%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 4.08% is below the average for the sector '9.46%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.08% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 4.08% has been growing weakly or stagnant over the past 5 years. Growth over only 3 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (53.86%) are at a comfortable level.
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