BP p.l.c. (BP) vs Shell PLC Unsponsored ADR (SHEL)

BP p.l.c. and Shell PLC Unsponsored ADR are both Oil & Gas Integrated companies. Shell PLC Unsponsored ADR is the larger, with a market value of $284.5B against $115.1B — 2.5× the size. Shell PLC Unsponsored ADR trades at the lower P/E: 8.6× against 13.0×. BP p.l.c. grew revenue faster over the last twelve months: 25.0% against 20.0%. Shell PLC Unsponsored ADR has the higher net margin (9.96% vs 3.72%) and the lower return on invested capital (15.2% vs 20.4%). Across the 21 metrics below, Shell PLC Unsponsored ADR leads on 11 and BP p.l.c. on 10.

Valuation

Metric BP SHEL Oil & Gas Integrated median
P/E 12.97 8.60 8.84
P/S 0.48 0.86 1.10
P/B 1.52 1.41 1.43
Price to free cash flow 4.74 6.98 8.19
EV/EBITDA 2.68 3.86 4.43
EV/Sales 0.49 0.94 1.48
Earnings yield 7.71% 11.63% 9.76%
Free cash flow yield 21.08% 14.33% 7.35%

Profitability

Metric BP SHEL Oil & Gas Integrated median
Gross margin 30.46% 28.15% 39.93%
Operating margin 11.14% 16.71% 17.07%
Net margin 3.72% 9.96% 10.24%
Free cash flow margin 10.17% 12.28% 11.16%
Return on equity 0.00% 17.34% 14.86%
Return on assets 3.07% 8.19% 7.07%
Return on invested capital 20.37% 15.18% 12.85%

Growth

Metric BP SHEL Oil & Gas Integrated median
Revenue growth (TTM) 25.00% 19.99% 13.45%
EPS growth (last fiscal year) (85.71%) 18.58% (14.54%)
Revenue growth, 5-year CAGR 12.04% 8.36% 12.04%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BP SHEL Oil & Gas Integrated median
Debt to equity 0.70 0.38 0.53
Current ratio 1.29 1.38 1.19
Net debt to EBITDA 0.53 0.61 0.80

Dividend

Metric BP SHEL Oil & Gas Integrated median
Dividend yield 4.49% — 3.83%
Payout ratio 0.59 — 0.34

Size

Metric BP SHEL Oil & Gas Integrated median
Market cap 115.13b 284.46b 47.17b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack