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RYRYDAF

Shell plc

$RYDAF·$245B·Oil & Gas Integrated·Energy
$45.26+2.8%
Mentions · last 7 days
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Price updated 12m ago·X counts updated 3d ago
RYRYDAF
$RYDAFShell plc
$45.26+2.82%1 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Shell plc, a global energy and petrochemical corporation founded in London, UK, in 1907, conducts extensive operations across Europe, Asia, Oceania, Africa, the United States, and the broader Americas. Renamed from Royal Dutch Shell plc in January 2022, its diverse business is organized into segments including Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions. The company's core activities encompass the exploration and extraction of crude oil, natural gas, and natural gas liquids. Shell is also deeply involved in the marketing and transportation of oil and gas, production of gas-to-liquids fuels, and management of critical infrastructure to bring gas to market. Furthermore, it trades in natural gas, liquefied natural gas (LNG), crude oil, electricity, and carbon emission allowances, while also supplying LNG as a fuel for heavy transport and marine vessels. Shell processes and trades crude oil and various feedstocks, yielding a wide array of products such as low-carbon fuels, lubricants, bitumen, sulphur, gasoline, diesel, heating oil, aviation, and marine fuels. It manufactures and sells petrochemicals for industrial applications, manages oil sands activities, and produces base chemicals like ethylene, propylene, and aromatics, as well as intermediate chemicals including styrene monomer and propylene oxide. In its commitment to evolving energy solutions, Shell generates electricity from renewable sources like wind and solar, produces and distributes hydrogen, and provides services such as electric vehicle charging and electricity storage.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Integrated sits in its cycle right now — and what that implies for $RYDAF.

Oil & Gas Integrated · Energy

No material change from last week — sanctions easing would add 1-2 mb/d of Iranian supply, pressuring Brent and compressing integrated margins.

Industry benchmark

13-name peer basket
+45.6%YTD
+51.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.76$1.53+15.0%
Q1 2026May 7, 2026$1.22$1.07+14.0%
Q4 2025Feb 5, 2026$0.57$0.61-7.0%
Q3 2025Oct 30, 2025$0.93$0.84+10.5%
Next earningsThu, Oct 29·consensus EPS $1.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$93.5B+42.9%20.1%16.8%$1.91$0
Q1 FY26$68.4B-1.2%19.1%14.9%$0.99$1.6B
Q4 FY25$70.4B+6.3%16.6%11.5%$0.73$3.5B
Q3 FY25$67.7B-4.7%16.7%11.5%$0.91$7.2B

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$321.6B$301.1B – $352.8B$5.27$4.84 – $5.941
FY27$298.4B$261.8B – $354.3B$4.48$4.11 – $5.0415
FY28$297.4B$278.5B – $326.2B$4.58$4.20 – $5.166
FY29$305.7B$286.3B – $335.4B$5.03$4.61 – $5.6611
FY30$306.1B$286.6B – $335.7B$5.36$4.92 – $6.047

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 5.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 43 other (32 6-Ks · 2 SDs · 1 SD/A · 1 CERT) in window

More in Oil & Gas Integrated

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Voices on X · last 7 days

No standout posts about $RYDAF on X in the last 7 days.

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