Shell PLC Unsponsored ADR (SHEL) vs ExxonMobil Holdings Corporation (XOM)

Shell PLC Unsponsored ADR and ExxonMobil Holdings Corporation are both Oil & Gas Integrated companies. ExxonMobil Holdings Corporation is the larger, with a market value of $661.5B against $274.6B — 2.4× the size. Shell PLC Unsponsored ADR trades at the lower P/E: 10.5× against 20.7×. Shell PLC Unsponsored ADR grew revenue faster over the last twelve months: 10.1% against 9.07%. ExxonMobil Holdings Corporation has the higher net margin (8.88% vs 8.55%) and the lower return on invested capital (9.85% vs 13.1%). Both pay a dividend; Shell PLC Unsponsored ADR yields more (4.38% vs 3.67%). Across the 22 metrics below, Shell PLC Unsponsored ADR leads on 17 and ExxonMobil Holdings Corporation on 5.

Valuation

Metric SHEL XOM Oil & Gas Integrated median
P/E 10.46 20.67 11.88
P/S 0.88 1.82 1.20
P/B 1.47 2.52 1.56
Price to free cash flow 8.14 20.71 9.74
EV/EBITDA 4.27 9.13 4.94
EV/Sales 0.99 1.88 1.57
Earnings yield 9.56% 4.84% 7.58%
Free cash flow yield 12.29% 4.83% 6.71%

Profitability

Metric SHEL XOM Oil & Gas Integrated median
Gross margin 27.55% 23.94% 39.18%
Operating margin 14.81% 12.51% 14.90%
Net margin 8.55% 8.88% 8.76%
Free cash flow margin 10.81% 8.78% 9.61%
Return on equity 14.24% 12.22% 12.22%
Return on assets 6.76% 7.18% 6.47%
Return on invested capital 13.13% 9.85% 10.61%

Growth

Metric SHEL XOM Oil & Gas Integrated median
Revenue growth (TTM) 10.06% 9.07% 5.63%
EPS growth (last fiscal year) 18.58% (14.54%) —
Revenue growth, 5-year CAGR 8.36% 12.85% 12.04%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SHEL XOM Oil & Gas Integrated median
Debt to equity 0.40 0.12 0.55
Current ratio 1.43 1.13 1.18
Net debt to EBITDA 0.61 0.35 0.80

Dividend

Metric SHEL XOM Oil & Gas Integrated median
Dividend yield 4.38% 3.67% 5.01%
Payout ratio 0.26 0.29 0.29

Size

Metric SHEL XOM Oil & Gas Integrated median
Market cap 274.55b 661.52b 51.12b

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