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SHELLSE · Energy2026-06-03

Value 75 & Growth 92: The Rare GARP Engine Hidden in Big Oil

Shell triggers a rare dual signal: Growth Score 92 and Value Score 75. NTM P/E 7.9x with +30% 12M return and projected EPS growth of 24% per year.

75
Value Score
92
Growth Score
96
Best Score

Shell plc (SHEL) has triggered a high-conviction dual signal: Growth Score 92/100 and Value Score 75/100.

The Earnings & Margin Inflection Top-Line Turnaround: Double-digit revenue expansion projected for full year 2026. Operating Leverage: Core EBITDA projected to grow +31% YoY, EBITDA margins toward 22%. EPS Velocity: Average annual EPS growth of ~24% over the next two years.

Elite Capital Efficiency Price Momentum: +30% 12-month price return. FCF Engine: FCF +22% YoY, FCF margin ~9.5%. Returns: LTM ROIC 11.7%, ROE expanding to 16.8%. Net Debt/EBITDA improving to 0.58x.

The Quantitative Verdict NTM P/E of ~7.9x with 3.7% dividend yield. Shell represents a premier GARP opportunity for institutional portfolios.

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