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Posted by
Two Blokes Jun 17 -
Filed in
Stock
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Shell offers the most attractive energy portfolio among supermajors, with strong LNG growth, integrated operations, and a strategic focus on returns over growth. Management has delivered on cost reductions, capital discipline, and project execution, driving 10% annual FCF per share growth through 2030 and improving shareholder returns. Shell trades at a compelling valuation with a low P/E, sector-leading FCF yield, and significant upside despite recent stock gains and lower profitability metrics.