Shell Plc (UK) Buy Hold or Sell Recommendation

SHEL Stock   2,603  34.50  1.34%   
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding Shell plc is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Shell plc given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Shell plc, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Shell Plc Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual companies such as Shell and provide practical buy, sell, or hold advice based on investors' constraints. Shell plc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

Execute Shell Plc Buy or Sell Advice

The Shell recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Shell plc. Macroaxis does not own or have any residual interests in Shell plc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Shell Plc's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Shell PlcBuy Shell Plc
Strong Hold

Market Performance

InsignificantDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails

Reporting Quality (M-Score)

InapplicableDetails
For the selected time horizon Shell plc has a Risk Adjusted Performance of 0.0471, Jensen Alpha of 0.0653, Total Risk Alpha of 0.2251, Sortino Ratio of 0.1371 and Treynor Ratio of 0.4514
Macroaxis provides recommendation on Shell plc to complement and cross-verify current analyst consensus on Shell plc. Our trade recommendation engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Shell plc is not overpriced, please validate all Shell Plc fundamentals, including its shares owned by insiders, price to book, and the relationship between the shares outstanding and shares owned by institutions .

Shell Plc Trading Alerts and Improvement Suggestions

Shell Plc Returns Distribution Density

The distribution of Shell Plc's historical returns is an attempt to chart the uncertainty of Shell Plc's future price movements. The chart of the probability distribution of Shell Plc daily returns describes the distribution of returns around its average expected value. We use Shell plc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Shell Plc returns is essential to provide solid investment advice for Shell Plc.
Mean Return
0.06
Value At Risk
-1.84
Potential Upside
2.06
Standard Deviation
1.14
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Shell Plc historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Shell Plc Cash Flow Accounts

202020212022202320242025 (projected)
Change To Inventory4.5B(7.3B)(8.4B)6.3B7.3B7.6B
Change In Cash13.8B5.1B3.3B(1.5B)(1.7B)(1.6B)
Free Cash Flow17.5B26.1B45.8B31.2B35.9B37.7B
Depreciation52.4B26.9B22.4B31.3B36.0B20.3B
Other Non Cash Items(1.3B)8.5B(13.4B)(15.9B)(18.3B)(17.4B)
Capital Expenditures16.6B19B22.6B23.0B26.4B23.4B
Net Income(21.7B)20.1B64.8B19.4B22.3B21.8B
End Period Cash Flow31.8B37.0B40.2B38.8B44.6B46.8B
Dividends Paid7.4B6.3B7.4B8.4B9.7B10.2B
Investments279M183M(22.4B)(17.7B)(16.0B)(15.2B)
Net Borrowings(3.4B)5.6B(19.7B)(7.9B)(7.1B)(6.7B)
Change To Netincome1.8B5.2B11.7B13.4B15.4B16.1B

Shell Plc Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Shell Plc or Oil, Gas & Consumable Fuels sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Shell Plc's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Shell stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
0.07
β
Beta against Dow Jones0.11
σ
Overall volatility
1.14
Ir
Information ratio 0.16

Shell Plc Volatility Alert

Shell plc has relatively low volatility with skewness of -0.36 and kurtosis of 0.63. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Shell Plc's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Shell Plc's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Shell Plc Fundamentals Vs Peers

Comparing Shell Plc's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Shell Plc's direct or indirect competition across all of the common fundamentals between Shell Plc and the related equities. This way, we can detect undervalued stocks with similar characteristics as Shell Plc or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Shell Plc's fundamental indicators could also be used in its relative valuation, which is a method of valuing Shell Plc by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Shell Plc to competition
FundamentalsShell PlcPeer Average
Return On Equity0.0897-0.31
Return On Asset0.0538-0.14
Profit Margin0.06 %(1.27) %
Operating Margin0.1 %(5.51) %
Current Valuation182.6 B16.62 B
Shares Outstanding6 B571.82 M
Shares Owned By Insiders0.06 %10.09 %
Shares Owned By Institutions36.93 %39.21 %
Price To Book1.11 X9.51 X
Price To Sales0.55 X11.42 X
Revenue316.62 B9.43 B
Gross Profit72.81 B27.38 B
EBITDA68.55 B3.9 B
Net Income19.36 B570.98 M
Total Debt81.54 B5.32 B
Book Value Per Share29.16 X1.93 K
Cash Flow From Operations54.19 B971.22 M
Earnings Per Share1.97 X3.12 X
Price To Earnings To Growth2.53 X4.89 X
Target Price3200.55
Beta0.41-0.15
Market Capitalization155.25 B19.03 B
Total Asset406.27 B29.47 B
Retained Earnings165.91 B9.33 B
Working Capital38.65 B1.48 B
Annual Yield0.04 %
Net Asset406.27 B
Last Dividend Paid1.39

Shell Plc Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Shell . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Shell Plc Buy or Sell Advice

When is the right time to buy or sell Shell plc? Buying financial instruments such as Shell Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Shell Plc in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Healthcare Thematic Idea Now

Healthcare
Healthcare Theme
Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Theme or any other thematic opportunities.
View All  Next Launch

Additional Tools for Shell Stock Analysis

When running Shell Plc's price analysis, check to measure Shell Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shell Plc is operating at the current time. Most of Shell Plc's value examination focuses on studying past and present price action to predict the probability of Shell Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shell Plc's price. Additionally, you may evaluate how the addition of Shell Plc to your portfolios can decrease your overall portfolio volatility.