Oil & Gas Midstream
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GLNG vs SHEL
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Integrated
GLNG vs SHEL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Midstream | Oil & Gas Integrated |
| Market Cap | $5.71B | $246.85B |
| Revenue (TTM) | $394M | $266.38B |
| Net Income (TTM) | $66M | $17.80B |
| Gross Margin | 46.9% | 16.4% |
| Operating Margin | 34.4% | 11.1% |
| Forward P/E | 68.8x | 8.9x |
| Total Debt | $2.76B | $104.58B |
| Cash & Equiv. | $1.18B | $30.22B |
GLNG vs SHEL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Golar LNG Limited (GLNG) | 100 | 689.3 | +589.3% |
| Shell plc (SHEL) | 100 | 272.9 | +172.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GLNG vs SHEL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GLNG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 5 yrs, beta 0.19, yield 5.5%
- Rev growth 51.1%, EPS growth 35.4%, 3Y rev CAGR 13.7%
- 262.2% 10Y total return vs SHEL's 127.9%
SHEL is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.19, Low D/E 59.6%, current ratio 1.30x
- Lower P/E (8.9x vs 68.8x)
- Beta 0.19 vs GLNG's 0.19, lower leverage
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 51.1% revenue growth vs SHEL's -5.9% | |
| Value | Lower P/E (8.9x vs 68.8x) | |
| Quality / Margins | 16.7% margin vs SHEL's 6.7% | |
| Stability / Safety | Beta 0.19 vs GLNG's 0.19, lower leverage | |
| Dividends | 5.5% yield, 5-year raise streak, vs SHEL's 3.3% | |
| Momentum (1Y) | +38.9% vs SHEL's +38.4% | |
| Efficiency (ROA) | 4.7% ROA vs GLNG's 1.2%, ROIC 6.3% vs 2.9% |
GLNG vs SHEL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
GLNG vs SHEL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
GLNG leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SHEL is the larger business by revenue, generating $266.4B annually — 676.9x GLNG's $394M. GLNG is the more profitable business, keeping 16.7% of every revenue dollar as net income compared to SHEL's 6.7%. On growth, GLNG holds the edge at +101.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $394M | $266.4B |
| EBITDAEarnings before interest/tax | $185M | $51.8B |
| Net IncomeAfter-tax profit | $66M | $17.8B |
| Free Cash FlowCash after capex | -$430M | $22.7B |
| Gross MarginGross profit ÷ Revenue | +46.9% | +16.4% |
| Operating MarginEBIT ÷ Revenue | +34.4% | +11.1% |
| Net MarginNet income ÷ Revenue | +16.7% | +6.7% |
| FCF MarginFCF ÷ Revenue | -109.2% | +8.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +101.5% | -3.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.1% | +3.7% |
Valuation Metrics
SHEL leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 14.5x trailing earnings, SHEL trades at a 83% valuation discount to GLNG's 84.1x P/E. On an enterprise value basis, SHEL's 7.7x EV/EBITDA is more attractive than GLNG's 39.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.7B | $246.8B |
| Enterprise ValueMkt cap + debt − cash | $7.3B | $321.2B |
| Trailing P/EPrice ÷ TTM EPS | 84.09x | 14.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 68.82x | 8.89x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 39.48x | 7.69x |
| Price / SalesMarket cap ÷ Revenue | 14.52x | 0.92x |
| Price / BookPrice ÷ Book value/share | 2.68x | 1.48x |
| Price / FCFMarket cap ÷ FCF | — | 11.31x |
Profitability & Efficiency
SHEL leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
SHEL delivers a 9.9% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $3 for GLNG. SHEL carries lower financial leverage with a 0.60x debt-to-equity ratio, signaling a more conservative balance sheet compared to GLNG's 1.33x. On the Piotroski fundamental quality scale (0–9), GLNG scores 8/9 vs SHEL's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +3.2% | +9.9% |
| ROA (TTM)Return on assets | +1.2% | +4.7% |
| ROICReturn on invested capital | +2.9% | +6.3% |
| ROCEReturn on capital employed | +3.3% | +6.7% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 |
| Debt / EquityFinancial leverage | 1.33x | 0.60x |
| Net DebtTotal debt minus cash | $1.6B | $74.4B |
| Cash & Equiv.Liquid assets | $1.2B | $30.2B |
| Total DebtShort + long-term debt | $2.8B | $104.6B |
| Interest CoverageEBIT ÷ Interest expense | 4.50x | 7.01x |
Total Returns (Dividends Reinvested)
GLNG leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GLNG five years ago would be worth $51,436 today (with dividends reinvested), compared to $24,750 for SHEL. Over the past 12 months, GLNG leads with a +38.9% total return vs SHEL's +38.4%. The 3-year compound annual growth rate (CAGR) favors GLNG at 39.6% vs SHEL's 16.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +44.7% | +16.6% |
| 1-Year ReturnPast 12 months | +38.9% | +38.4% |
| 3-Year ReturnCumulative with dividends | +172.0% | +56.9% |
| 5-Year ReturnCumulative with dividends | +414.4% | +147.5% |
| 10-Year ReturnCumulative with dividends | +262.2% | +127.9% |
| CAGR (3Y)Annualised 3-year return | +39.6% | +16.2% |
Risk & Volatility
Evenly matched — GLNG and SHEL each lead in 1 of 2 comparable metrics.
Risk & Volatility
SHEL is the less volatile stock with a 0.19 beta — it tends to amplify market swings less than GLNG's 0.19 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GLNG currently trades 95.4% from its 52-week high vs SHEL's 91.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.19x | 0.19x |
| 52-Week HighHighest price in past year | $57.29 | $94.90 |
| 52-Week LowLowest price in past year | $35.02 | $64.81 |
| % of 52W HighCurrent price vs 52-week peak | +95.4% | +91.9% |
| RSI (14)Momentum oscillator 0–100 | 72.0 | 51.2 |
| Avg Volume (50D)Average daily shares traded | 2.2M | 8.0M |
Analyst Outlook
GLNG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates GLNG as "Buy" and SHEL as "Buy". Consensus price targets imply 8.6% upside for SHEL (target: $95) vs -3.0% for GLNG (target: $53). For income investors, GLNG offers the higher dividend yield at 5.52% vs SHEL's 3.27%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $53.00 | $94.67 |
| # AnalystsCovering analysts | 48 | 12 |
| Dividend YieldAnnual dividend ÷ price | +5.5% | +3.3% |
| Dividend StreakConsecutive years of raises | 5 | 4 |
| Dividend / ShareAnnual DPS | $3.02 | $2.85 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.5% | +6.2% |
GLNG leads in 3 of 6 categories (Income & Cash Flow, Total Returns). SHEL leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
GLNG vs SHEL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GLNG or SHEL a better buy right now?
For growth investors, Golar LNG Limited (GLNG) is the stronger pick with 51.
1% revenue growth year-over-year, versus -5. 9% for Shell plc (SHEL). Shell plc (SHEL) offers the better valuation at 14. 5x trailing P/E (8. 9x forward), making it the more compelling value choice. Analysts rate Golar LNG Limited (GLNG) a "Buy" — based on 48 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GLNG or SHEL?
On trailing P/E, Shell plc (SHEL) is the cheapest at 14.
5x versus Golar LNG Limited at 84. 1x. On forward P/E, Shell plc is actually cheaper at 8. 9x.
03Which is the better long-term investment — GLNG or SHEL?
Over the past 5 years, Golar LNG Limited (GLNG) delivered a total return of +414.
4%, compared to +147. 5% for Shell plc (SHEL). Over 10 years, the gap is even starker: GLNG returned +262. 2% versus SHEL's +127. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GLNG or SHEL?
By beta (market sensitivity over 5 years), Shell plc (SHEL) is the lower-risk stock at 0.
19β versus Golar LNG Limited's 0. 19β — meaning GLNG is approximately 2% more volatile than SHEL relative to the S&P 500. On balance sheet safety, Shell plc (SHEL) carries a lower debt/equity ratio of 60% versus 133% for Golar LNG Limited — giving it more financial flexibility in a downturn.
05Which is growing faster — GLNG or SHEL?
By revenue growth (latest reported year), Golar LNG Limited (GLNG) is pulling ahead at 51.
1% versus -5. 9% for Shell plc (SHEL). On earnings-per-share growth, the picture is similar: Golar LNG Limited grew EPS 35. 4% year-over-year, compared to 19. 0% for Shell plc. Over a 3-year CAGR, GLNG leads at 13. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GLNG or SHEL?
Golar LNG Limited (GLNG) is the more profitable company, earning 16.
7% net margin versus 6. 7% for Shell plc — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GLNG leads at 34. 4% versus 7. 3% for SHEL. At the gross margin level — before operating expenses — GLNG leads at 46. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GLNG or SHEL more undervalued right now?
On forward earnings alone, Shell plc (SHEL) trades at 8.
9x forward P/E versus 68. 8x for Golar LNG Limited — 59. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SHEL: 8. 6% to $94. 67.
08Which pays a better dividend — GLNG or SHEL?
All stocks in this comparison pay dividends.
Golar LNG Limited (GLNG) offers the highest yield at 5. 5%, versus 3. 3% for Shell plc (SHEL).
09Is GLNG or SHEL better for a retirement portfolio?
For long-horizon retirement investors, Golar LNG Limited (GLNG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
19), 5. 5% yield, +262. 2% 10Y return). Both have compounded well over 10 years (GLNG: +262. 2%, SHEL: +127. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GLNG and SHEL?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GLNG is a small-cap high-growth stock; SHEL is a large-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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