Shell PLC vs STMicroelectronics NV — how do they compare? Shell PLC trades at $95.97 (market cap $271.50B), while STMicroelectronics NV trades at $51.91 (market cap $46.28B). The key difference: Shell PLC is far larger — about 5.9× STMicroelectronics NV's market cap, and Shell PLC pays the higher dividend (3.27%). Which is the better fit depends on your goals.
| SHEL | STM | |
|---|---|---|
Market Cap | $271.50B | $46.28B |
Sector | Energy | Financials |
52-Week High | $95.60 | $79.91 |
52-Week Low | $70.31 | $21.20 |
Enterprise Value | $313.20B | $43.79B |
Dividend Yield | 3.27% | 0.7% |
Signals from Pluang's Aura AI — not financial advice
Shell (SHEL) trades at $95.32, up 2.55% on the day and near its record high, driven by strong crude oil prices and positive earnings momentum with recent quarterly beats. The stock shows a bullish technical outlook, supported by moving averages, while fundamentals reflect solid profitability with an 8.76% net margin and attractive valuation metrics like a P/E of 10.54. Recent developments include strategic acquisitions in deepwater projects and retail expansion, enhancing growth prospects.
The outlook for SHEL remains positive, with analyst consensus favoring a buy rating and a $101 price target, implying upside potential. Key opportunities include oil price tailwinds and operational efficiency, though risks involve revenue volatility from energy markets and geopolitical tensions, as highlighted by recent news. Investors should weigh robust cash flows against cyclical industry headwinds.
STM trades at $51.97, down 0.52% today, with a bullish technical signal and support near $52. The company reported mixed Q2 2026 earnings, beating EPS estimates but showing a net income margin of -0.39% in 2026. Recent news highlights AI data-center revenue targets exceeding $2 billion by 2027, driven by optical connectivity and industrial automation, though near-term margins face pressure from fab transitions.
Outlook is cautiously optimistic with a consensus price target of $71.83, implying 38% upside, supported by AI growth catalysts. Risks include earnings volatility, competitive pressures in semiconductors, and macroeconomic headwinds. Analysts are 52% buy-rated, but investors should monitor execution on profitability improvements.
Trailing returns across standard periods
Latest headlines on both assets
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →