Comprehensive Stock Comparison
Compare Shell plc (SHEL) vs TotalEnergies SE (TTE) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | TTE | -3.0% revenue growth vs SHEL's -5.9% |
| Value | TTE | Lower P/E (12.2x vs 13.4x) |
| Quality / Margins | TTE | 7.2% net margin vs SHEL's 6.7% |
| Stability / Safety | TTE | Beta 0.49 vs SHEL's 0.64, lower leverage |
| Dividends | SHEL | 3.4% yield, 4-year raise streak, vs TTE's 4.8% |
| Momentum (1Y) | TTE | +43.1% vs SHEL's +28.1% |
| Efficiency (ROA) | SHEL | 4.8% ROA vs TTE's 4.5%, ROIC 9.9% vs 10.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Shell is a global integrated energy company that explores for, produces, refines, and markets oil, natural gas, and petrochemical products. It generates revenue primarily through its upstream oil and gas production (~40% of earnings), integrated gas and LNG operations (~30%), and downstream marketing and chemicals businesses (~30%). The company's competitive advantage lies in its massive scale, integrated value chain—from production to retail—and leading positions in liquefied natural gas and deepwater exploration.
TotalEnergies is a global integrated energy company that produces and markets oil, natural gas, and increasingly renewable electricity. It generates revenue through four main segments: Exploration & Production (upstream oil and gas), Refining & Chemicals (downstream processing), Integrated Gas & Power (LNG and electricity), and Marketing & Services (retail fuel stations). The company's competitive advantage lies in its integrated model—spanning upstream production to downstream retail—and its strategic pivot toward low-carbon energy including LNG and renewables.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
TTE leads in 2 of 6 categories — strongest in Profitability & Efficiency and Risk & Volatility. 4 categories are tied.
Financial Metrics (TTM)
SHEL and TTE operate at a comparable scale, with $267.5B and $182.6B in trailing revenue. Profitability is closely matched — net margins range from 7.2% (TTE) to 6.7% (SHEL).
| Metric | SHELShell plc | TTETotalEnergies SE |
|---|---|---|
| RevenueTrailing 12 months | $267.5B | $182.6B |
| EBITDAEarnings before interest/tax | $53.0B | $34.5B |
| Net IncomeAfter-tax profit | $17.8B | $13.1B |
| Free Cash FlowCash after capex | $22.7B | $10.6B |
| Gross MarginGross profit ÷ Revenue | +16.7% | +20.0% |
| Operating MarginEBIT ÷ Revenue | +11.5% | +11.5% |
| Net MarginNet income ÷ Revenue | +6.7% | +7.2% |
| FCF MarginFCF ÷ Revenue | +8.5% | +5.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.7% | -1.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.7% | -22.9% |
Valuation Metrics
At 13.3x trailing earnings, TTE trades at a 4% valuation discount to SHEL's 13.9x P/E. On an enterprise value basis, TTE's 5.8x EV/EBITDA is more attractive than SHEL's 5.9x.
| Metric | SHELShell plc | TTETotalEnergies SE |
|---|---|---|
| Market CapShares × price | $235.8B | $172.1B |
| Enterprise ValueMkt cap + debt − cash | $310.1B | $206.9B |
| Trailing P/EPrice ÷ TTM EPS | 13.87x | 13.35x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.40x | 12.23x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 5.85x | 5.80x |
| Price / SalesMarket cap ÷ Revenue | 0.88x | 0.91x |
| Price / BookPrice ÷ Book value/share | 1.42x | 1.51x |
| Price / FCFMarket cap ÷ FCF | 10.81x | 15.92x |
Profitability & Efficiency
TTE delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $10 for SHEL. TTE carries lower financial leverage with a 0.52x debt-to-equity ratio, signaling a more conservative balance sheet compared to SHEL's 0.60x. On the Piotroski fundamental quality scale (0–9), SHEL scores 6/9 vs TTE's 4/9, reflecting solid financial health.
| Metric | SHELShell plc | TTETotalEnergies SE |
|---|---|---|
| ROE (TTM)Return on equity | +10.2% | +11.2% |
| ROA (TTM)Return on assets | +4.8% | +4.5% |
| ROICReturn on invested capital | +9.9% | +10.9% |
| ROCEReturn on capital employed | +10.6% | +11.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.60x | 0.52x |
| Net DebtTotal debt minus cash | $74.4B | $34.8B |
| Cash & Equiv.Liquid assets | $30.2B | $26.2B |
| Total DebtShort + long-term debt | $104.6B | $61.0B |
| Interest CoverageEBIT ÷ Interest expense | 6.98x | 6.07x |
Total Returns (with DRIP)
A $10,000 investment in SHEL five years ago would be worth $23,319 today (with dividends reinvested), compared to $21,325 for TTE. Over the past 12 months, TTE leads with a +43.1% total return vs SHEL's +28.1%. The 3-year compound annual growth rate (CAGR) favors SHEL at 14.7% vs TTE's 14.4% — a key indicator of consistent wealth creation.
| Metric | SHELShell plc | TTETotalEnergies SE |
|---|---|---|
| YTD ReturnYear-to-date | +11.7% | +22.3% |
| 1-Year ReturnPast 12 months | +28.1% | +43.1% |
| 3-Year ReturnCumulative with dividends | +51.0% | +49.7% |
| 5-Year ReturnCumulative with dividends | +133.2% | +113.3% |
| 10-Year ReturnCumulative with dividends | +146.2% | +155.4% |
| CAGR (3Y)Annualised 3-year return | +14.7% | +14.4% |
Risk & Volatility
TTE is the less volatile stock with a 0.49 beta — it tends to amplify market swings less than SHEL's 0.64 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | SHELShell plc | TTETotalEnergies SE |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.64x | 0.49x |
| 52-Week HighHighest price in past year | $83.67 | $80.35 |
| 52-Week LowLowest price in past year | $58.55 | $52.78 |
| % of 52W HighCurrent price vs 52-week peak | +99.8% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 60.8 | 71.4 |
| Avg Volume (50D)Average daily shares traded | 4.8M | 1.2M |
Analyst Outlook
Wall Street rates SHEL as "Buy" and TTE as "Buy". Consensus price targets imply 2.6% upside for SHEL (target: $86) vs -6.6% for TTE (target: $75). For income investors, TTE offers the higher dividend yield at 4.75% vs SHEL's 3.42%.
| Metric | SHELShell plc | TTETotalEnergies SE |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $85.67 | $75.00 |
| # AnalystsCovering analysts | 12 | 33 |
| Dividend YieldAnnual dividend ÷ price | +3.4% | +4.8% |
| Dividend StreakConsecutive years of raises | 4 | 2 |
| Dividend / ShareAnnual DPS | $2.85 | $3.82 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.5% | +4.7% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Shell plc (SHEL) | 100 | 168.93 | +68.9% |
| TotalEnergies SE (TTE) | 100 | 161.82 | +61.8% |
Shell plc (SHEL) returned +133% over 5 years vs TotalEnergies SE (TTE)'s +113%. A $10,000 investment in SHEL 5 years ago would be worth $23,319 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Shell plc (SHEL) | $233.6B | $267.5B | +14.5% |
| TotalEnergies SE (TTE) | $127.9B | $189.8B | +48.3% |
Shell plc's revenue grew from $233.6B (2016) to $267.5B (2025) — a 1.5% CAGR. TotalEnergies SE's revenue grew from $127.9B (2016) to $189.8B (2025) — a 4.5% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Shell plc (SHEL) | 2.0% | 6.7% | +241.3% |
| TotalEnergies SE (TTE) | 4.8% | 7.2% | +48.6% |
Shell plc's net margin went from 2% (2016) to 7% (2025). TotalEnergies SE's net margin went from 5% (2016) to 7% (2025).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Shell plc (SHEL) | 21.4 | 12.2 | -43.0% |
| TotalEnergies SE (TTE) | 13.2 | 10.9 | -17.4% |
Shell plc has traded in a 5x–21x P/E range over 8 years; current trailing P/E is ~14x. TotalEnergies SE has traded in a 8x–13x P/E range over 6 years; current trailing P/E is ~13x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Shell plc (SHEL) | 1.16 | 6.02 | +419.0% |
| TotalEnergies SE (TTE) | 0 | 6.02 | — |
Shell plc's EPS grew from $1.16 (2016) to $6.02 (2025) — a 20% CAGR. TotalEnergies SE's EPS grew from $0.00 (2016) to $6.02 (2025).
Chart 6Free Cash Flow — 5 Years
Shell plc generated $22B FCF in 2025 (-16% vs 2021). TotalEnergies SE generated $11B FCF in 2025 (-40% vs 2021).
SHEL vs TTE: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is SHEL or TTE a better buy right now?
TotalEnergies SE (TTE) offers the better valuation at 13.3x trailing P/E (12.2x forward), making it the more compelling value choice. Analysts rate Shell plc (SHEL) a "Buy" — based on 12 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 — SHEL or TTE?
On trailing P/E, TotalEnergies SE (TTE) is the cheapest at 13.3x versus Shell plc at 13.9x. On forward P/E, TotalEnergies SE is actually cheaper at 12.2x.
03Which is the better long-term investment — SHEL or TTE?
Over the past 5 years, Shell plc (SHEL) delivered a total return of +133.2%, compared to +113.3% for TotalEnergies SE (TTE). A $10,000 investment in SHEL five years ago would be worth approximately $23K today (assuming dividends reinvested). Over 10 years, the gap is even starker: TTE returned +155.4% versus SHEL's +146.2%. 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 — SHEL or TTE?
By beta (market sensitivity over 5 years), TotalEnergies SE (TTE) is the lower-risk stock at 0.49β versus Shell plc's 0.64β — meaning SHEL is approximately 29% more volatile than TTE relative to the S&P 500. On balance sheet safety, TotalEnergies SE (TTE) carries a lower debt/equity ratio of 52% versus 60% for Shell plc — giving it more financial flexibility in a downturn.
05Which has better profit margins — SHEL or TTE?
TotalEnergies SE (TTE) is the more profitable company, earning 7.2% net margin versus 6.7% for Shell plc — meaning it keeps 7.2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SHEL leads at 11.5% versus 11.5% for TTE. At the gross margin level — before operating expenses — SHEL leads at 16.7%, 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.
06Is SHEL or TTE more undervalued right now?
On forward earnings alone, TotalEnergies SE (TTE) trades at 12.2x forward P/E versus 13.4x for Shell plc — 1.2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SHEL: 2.6% to $85.67.
07Which pays a better dividend — SHEL or TTE?
All stocks in this comparison pay dividends. TotalEnergies SE (TTE) offers the highest yield at 4.8%, versus 3.4% for Shell plc (SHEL).
08Is SHEL or TTE better for a retirement portfolio?
For long-horizon retirement investors, TotalEnergies SE (TTE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.49), 4.8% yield, +155.4% 10Y return). Both have compounded well over 10 years (TTE: +155.4%, SHEL: +146.2%), 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.
09What are the main differences between SHEL and TTE?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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