SHEL vs XOM vs SU Stock Comparison

Shell, ExxonMobil Holdings and Suncor Energy Prices as of Oct 23, 2026 Peers: Industry group
SHEL Shell plc
$108.17 +13.4% 1M +42.9% 1Y
Market cap
$315.16B
P/E
13.0x
Revenue (TTM)
$169.08B
Div. yield
0.03%
Integrated Oil and Gas Energy
5 wins
XOM ExxonMobil Holdings Corp
$183.20 +13.6% 1M +58.0% 1Y
Market cap
$769.56B
P/E
23.5x
Revenue (TTM)
$368.76B
Div. yield
0.02%
Integrated Oil and Gas Energy
2 wins
SU Suncor Energy Inc
$79.35 +16.8% 1M +100.3% 1Y
Market cap
$96.91B
P/E
7.1x
Revenue (TTM)
-$3.60B
Div. yield
-0.03%
Integrated Oil and Gas Energy
5 wins

Head to Head

12 decided of 12

Suncor Energy leads on 5 of the 12 questions below (Suncor Energy 5, Shell 5, ExxonMobil Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSHELXOMSULeader
Larger companyMarket capitalisation $315.16B $769.56B $96.91B XOM
Cheaper on earningsLower P/E, profitable companies only 13.0x 23.5x 7.1x SU
Cheaper on forward earningsLower price / next fiscal year consensus EPS 9.2x 13.9x 9.0x SU
Faster revenue growthRevenue growth, trailing twelve months -15.6% +9.1% -108.8% XOM
More profitableNet margin, trailing twelve months 14.4% 8.9% — SHEL
Better return on capitalReturn on invested capital 13.1% 11.1% — SHEL
Less leveragedLower net debt / EBITDA 0.4x 0.4x 0.5x SHEL
Higher dividend yieldTrailing dividend yield 0.03% 0.02% -0.03% SHEL
Better 1-year returnPrice return, last 12 months +42.9% +58.0% +100.3% SU
Better 5-year returnAnnualised price return, 5 years +17.3%/yr +23.8%/yr +28.3%/yr SU
Less volatileAnnualised volatility, 1 year 22.7% 25.8% 27.4% SHEL
Higher overall scoreMean of the five percentile scores vs peers 63/100 51/100 64/100 SU

Percentile Scorecard

SHELXOMSU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSHELXOMSU
Valuation 53 #47 of 99 30 #70 of 99 76 #25 of 99
Growth 73 #27 of 97 51 #48 of 97 65 #35 of 97
Profitability 65 #34 of 96 57 #42 of 96 72 #28 of 96
Financial Health 62 #39 of 102 76 #25 of 102 74 #27 of 102
Shareholder Returns 61 #30 of 76 40 #46 of 76 35 #50 of 76
Overall 63 51 64
  • SHEL ranked among 103 companies in Oil and Gas Upstream
  • XOM ranked among 103 companies in Oil and Gas Upstream
  • SU ranked among 103 companies in Oil and Gas Upstream

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSHELXOMSUSPY
1 month +13.4%+13.6%+16.8% -1.0%
3 months +22.4%+16.7%+20.6% +2.9%
6 months +21.4%+23.0%+24.0% +6.4%
Year to date +47.2%+52.2%+78.9% +11.4%
1 year +42.9%+58.0%+100.3% +13.1%
3 years +62.2%+69.0%+141.5% +79.4%
3 years, per year +17.5%+19.1%+34.2% +21.5%
5 years +122.2%+190.2%+247.1% +67.7%
5 years, per year +17.3%+23.8%+28.3% +10.9%
10 years +112.8%+111.5%+169.7% +255.2%
10 years, per year +7.8%+7.8%+10.4% +13.5%

Risk

MeasureSHELXOMSUSPY
Volatility, 1Y 22.7%25.8%27.4% 12.7%
Downside volatility, 1Y 23.1%25.9%28.2% 12.7%
Beta vs S&P 500, 1Y -0.15-0.68-0.38 1.00
Return / volatility, 1Y 1.892.243.66 1.03
Max drawdown, 5Y -25.0%-20.7%-37.3% -25.4%
From 52-week high 0.0%0.0%0.0% -2.5%
52-week high $108.17$183.20$79.35 $779.14
52-week low $70.31$113.68$39.51 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSHELXOMSU
P/E now vs peer median 13.1xmedian 13.1x 23.3xmedian 13.1x 7.1xmedian 13.1x
P/S now vs peer median 1.8xmedian 2.0x 2.0xmedian 2.0x -26.3xmedian 2.0x
EV/EBITDA now vs peer median 4.4xmedian 5.7x 10.4xmedian 5.7x 11.4xmedian 5.7x
P/FCF now vs peer median -3.3xmedian 11.1x 24.7xmedian 11.1x 4.8xmedian 11.1x
P/B now vs peer median 1.7xmedian 1.5x 2.8xmedian 1.5x 2.0xmedian 1.5x
PEG now vs peer median 0.94median 2.24 -1.65median 2.24 0.19median 2.24

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSHELXOMSU
Revenue $169.08B $368.76B -$3.60B
Gross profit $99.74B – –
Operating income $65.44B – $1.71B
Net income $17.88B $33.73B $8.93B
Free cash flow -$92.27B $30.55B $19.78B
R&D $1.14B $973.00M –
EPS (diluted) $8.18 $7.41 $11.22
Cash & equivalents $31.37B $10.59B $5.37B
Total debt $73.08B $175.60B $9.85B
Shares (diluted) 2.97B 4.42B 1.22B
Enterprise value $244.90B $726.04B $82.66B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSHELXOMSU
P/E 13.1x 23.3x 7.1x
P/FCF -3.3x 24.7x 4.8x
P/Operating cash flow 6.3x 12.6x 6.0x
P/S 1.8x 2.0x -26.3x
P/B 1.7x 2.8x 2.0x
P/Tangible book 1.8x 2.8x 2.0x
EV/EBITDA 4.4x 10.4x 11.4x
EV/EBIT 6.5x 17.0x 58.1x
EV/Revenue 2.0x 2.1x -27.6x
EV/FCF -3.7x 25.7x 5.0x
EV/Operating cash flow 6.9x 13.1x 6.3x
PEG (3Y EPS CAGR) 0.94 -1.65 0.19

Growth

14 metrics
MetricSHELXOMSU
Revenue growth (1Y) -15.6% 9.1% -108.8%
Revenue CAGR (3Y) 2.2% -0.7% -27.6%
Gross profit growth (1Y) 4.6% – –
Gross profit CAGR (3Y) -4.5% – –
Operating income growth (1Y) 223.8% – 18.0%
Operating income CAGR (3Y) 39.3% – –
Net income growth (1Y) 98.6% 4.4% 57.7%
Net income CAGR (3Y) 111.8% -14.1% 13.8%
EPS growth (1Y) 42.2% 5.6% 55.0%
EPS CAGR (3Y) 13.9% -14.1% 36.9%
Operating cash flow growth (1Y) 0.2% 10.0% 9.5%
Operating cash flow CAGR (3Y) -6.7% -4.1% 8.9%
Free cash flow growth (1Y) -27.1% 4.9% 5.0%
Free cash flow CAGR (3Y) 17.1% -13.0% 17.4%

Profitability

14 metrics
MetricSHELXOMSU
Gross margin 59.0% – –
EBITDA margin 45.9% 20.5% –
Operating margin 38.7% – –
Pretax margin 23.6% 12.3% –
Net margin 14.4% 8.9% –
FCF margin -54.6% 8.3% –
Operating cash flow margin 29.1% 16.2% -438.8%
Return on equity 10.1% 12.8% 29.1%
Return on assets 4.7% 7.3% 14.6%
Return on invested capital 13.1% 11.1% –
Return on capital employed 17.8% 12.3% 2.1%
Asset turnover 0.4x 0.8x 0.0x
Cash conversion (OCF / net income) 2.7x 1.8x 1.8x
Stock comp / revenue – – -3.5%

Financial Health

11 metrics
MetricSHELXOMSU
Debt / assets 19.2% 9.1% 10.4%
Debt / equity 0.4x 0.2x 0.2x
Net debt / EBITDA 0.4x 0.4x 0.5x
Debt / FCF -0.8x 1.4x 0.5x
Liabilities / assets 52.5% 42.7% 49.2%
Equity / assets 47.5% 57.3% 50.8%
Interest coverage 11.0x 59.5x –
Current ratio 1.4x 1.1x 1.7x
Quick ratio 1.1x 0.8x 1.0x
Cash ratio 0.5x 0.1x 0.5x
Altman Z-score – 4.92 –

Shareholder Returns

7 metrics
MetricSHELXOMSU
Dividend yield 2.8% 2.2% 3.0%
Net buyback yield 6.3% 2.7% -3.9%
Shareholder yield 9.1% 5.0% -0.8%
Payout ratio (earnings) 47.9% 51.1% 31.6%
Payout ratio (FCF) -9.3% 56.4% 14.3%
Dividend growth (1Y) -1.4% 0.0% -0.7%
Dividend CAGR (3Y) 3.1% 5.0% -1.4%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSHELXOMSU
Forward P/E 9.2xFY2026 13.9xFY2026 9.0xFY2026
EPS, next fiscal year $11.78FY2026 $13.15FY2026 $8.85FY2026
EPS growth, next FY +87.0%FY2026 +88.1%FY2026 +163.4%FY2026
EPS growth, the year after -8.1% -16.4% -17.9%
Revenue, next fiscal year $335.50BFY2026 $443.98BFY2026 $44.77BFY2026
Revenue growth, next FY +25.7%FY2026 +33.6%FY2026 +25.7%FY2026
Revenue growth, the year after +0.0% -15.0% -11.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSHELXOMSU
Held by institutions 13.0% 63.9% 65.2%
Institutions holding 1,522 4,226 752
Change in shares held, QoQ +0.0% -2.2% -5.1%
Institutions buying 679 2,041 367
Institutions selling 535 1,744 252
Buyers to sellers 1.27 1.17 1.46

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SHELXOMSU
SHEL 1.00 0.68 0.66
XOM 0.68 1.00 0.68
SU 0.66 0.68 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SHEL, XOM and SU?

ExxonMobil Holdings (XOM) is the largest by market capitalisation: Shell (SHEL) $315.16B, ExxonMobil Holdings (XOM) $769.56B, Suncor Energy (SU) $96.91B.

Which stock is cheaper, SHEL, XOM and SU?

Suncor Energy (SU) trades on the lowest price-to-earnings ratio (Shell (SHEL) 13.0x, ExxonMobil Holdings (XOM) 23.5x, Suncor Energy (SU) 7.1x). On next year's consensus earnings, Suncor Energy (SU) is cheapest (Shell (SHEL) 9.2x, ExxonMobil Holdings (XOM) 13.9x, Suncor Energy (SU) 9.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

ExxonMobil Holdings (XOM) grew revenue fastest over the trailing twelve months: Shell (SHEL) -15.6%, ExxonMobil Holdings (XOM) +9.1%, Suncor Energy (SU) -108.8%.

Which company is more profitable?

Shell (SHEL) has the highest net margin (Shell (SHEL) 14.4%, ExxonMobil Holdings (XOM) 8.9%). On return on invested capital, Shell (SHEL) leads (Shell (SHEL) 13.1%, ExxonMobil Holdings (XOM) 11.1%).

Which stock has performed better?

Over the past year Suncor Energy (SU) returned the most: Shell (SHEL) +42.9%, ExxonMobil Holdings (XOM) +58.0%, Suncor Energy (SU) +100.3%. Over five years, Suncor Energy (SU) compounded fastest (Shell (SHEL) +17.3%/yr, ExxonMobil Holdings (XOM) +23.8%/yr, Suncor Energy (SU) +28.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Shell (SHEL) has the highest dividend yield: Shell (SHEL) 0.03%, ExxonMobil Holdings (XOM) 0.02%, Suncor Energy (SU) -0.03%. Suncor Energy (SU) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Shell (SHEL) has been the steadiest (Shell (SHEL) 22.7%, ExxonMobil Holdings (XOM) 25.8%, Suncor Energy (SU) 27.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SHEL, XOM and SU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Suncor Energy (SU) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.