Shell PLC (Netherlands) Performance
| SHELL Stock | 29.58 0.15 0.51% |
The entity has a beta of -0.0281, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Shell PLC are expected to decrease at a much lower rate. During the bear market, Shell PLC is likely to outperform the market. At this point, Shell PLC has a negative expected return of -0.0387%. Please make sure to validate Shell PLC's treynor ratio, as well as the relationship between the accumulation distribution and price action indicator , to decide if Shell PLC performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Shell PLC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Shell PLC is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 37 B |
Shell |
Shell PLC Relative Risk vs. Return Landscape
If you would invest 3,047 in Shell PLC on September 20, 2024 and sell it today you would lose (89.00) from holding Shell PLC or give up 2.92% of portfolio value over 90 days. Shell PLC is generating negative expected returns and assumes 1.2368% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Shell, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Shell PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shell PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Shell PLC, and traders can use it to determine the average amount a Shell PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0313
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| Negative Returns | SHELL |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Shell PLC is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Shell PLC by adding Shell PLC to a well-diversified portfolio.
Shell PLC Fundamentals Growth
Shell Stock prices reflect investors' perceptions of the future prospects and financial health of Shell PLC, and Shell PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Shell Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.0874 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | 231.47 B | |||
| Shares Outstanding | 6.96 B | |||
| Price To Book | 1.06 X | |||
| Price To Sales | 0.51 X | |||
| Revenue | 381.31 B | |||
| EBITDA | 90.39 B | |||
| Total Debt | 57.5 B | |||
| Book Value Per Share | 27.20 X | |||
| Cash Flow From Operations | 68.41 B | |||
| Earnings Per Share | 5.32 X | |||
| Total Asset | 443.02 B | |||
About Shell PLC Performance
By analyzing Shell PLC's fundamental ratios, stakeholders can gain valuable insights into Shell PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Shell PLC has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Shell PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Shell PLC performance evaluation
Checking the ongoing alerts about Shell PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Shell PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Shell PLC generated a negative expected return over the last 90 days |
- Analyzing Shell PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Shell PLC's stock is overvalued or undervalued compared to its peers.
- Examining Shell PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Shell PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shell PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Shell PLC's stock. These opinions can provide insight into Shell PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary 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.
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