ING Groep NV vs Shell PLC — how do they compare? ING Groep NV trades at $33.17 (market cap $92.65B), while Shell PLC trades at $87.05 (market cap $235.24B). The key difference: Shell PLC is far larger — about 2.5× ING Groep NV's market cap, and ING Groep NV pays the higher dividend (3.93%). Which is the better fit depends on your goals.
| ING | SHEL | |
|---|---|---|
Market Cap | $92.65B | $235.24B |
Sector | Financials | Energy |
52-Week High | $33.31 | $94.15 |
52-Week Low | $22.71 | $70.31 |
Dividend Yield | 3.93% | 3.63% |
Enterprise Value | — | $287.77B |
Signals from Pluang's Aura AI — not financial advice
ING trades at $32.13, down 0.62% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q1 2026 EPS of $0.63, beating expectations of $0.60, continuing a trend of earnings beats. Revenue for 2025 reached $22.90 billion with a net income margin of 27.84%. Recent strategic moves include a stake acquisition in Spain's Singular Bank and the rollout of a global subscription banking model to diversify revenue streams.
The outlook for ING is positive, supported by strong analyst consensus with 62.5% buy ratings and intrinsic value estimates around $34 from DCF analysis. Opportunities include European banking sector strength and net interest income upside from potential ECB rate hikes. Key risks involve persistent negative operating cash flow trends and competitive pressures in digital banking. The stock appears fairly valued with a P/E of 12.96 and P/B of 1.6.
Shell (SHEL) trades at $86.20, down 1.28% on the day, with strong technical momentum as moving averages signal bullish sentiment. The company maintains solid fundamentals with a P/E of 13.6 and net income margin of 7.01%, though revenue has declined from $381.3B in 2022 to $266.9B in 2025. Recent developments include expansion in Caribbean LNG infrastructure and the pending $16.4B acquisition of ARC Resources, positioning for strategic growth despite Middle East production disruptions.
Outlook remains positive with analyst consensus at Buy (69%) and $114.13 price target, representing 32% upside. Key risks include geopolitical volatility affecting oil prices and ongoing production challenges. The stock offers value through discounted valuation metrics and dividend yield, though investors should monitor execution on growth initiatives and energy market stability.
Trailing returns across standard periods
Latest headlines on both assets
The merger of the Dutch postal bank and NN Insurance in 1991 created ING. Through a series of further acquisitions ING build up a global footprint. The 2008 financial crisis forced ING to seek government support--a precondition of which was that ING should separate its banking and insurance activities, which saw ING revert to being solely a bank. ING has market- leading banking operations in the Netherlands and Belgium, and a range of digital banks across Europe and Australia. Its global wholesale banking operation is primarily focused on lending.
Read more on ING →Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.7 million barrels of liquids and 8.7 billion cubic feet of natural gas per day. At year-end 2021, reserves stood at 9.2 billion barrels of oil equivalent, 50% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with capacity of 1.8 mmb/d located in the Americas, Asia, Africa, and Europe and sells 15 mtpa of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Central Europe, China, Singapore, and North America.
Read more on SHEL →