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EXE vs. SHEL: Expand Energy vs. Shell Stock Comparison

How do Expand Energy (EXE) and Shell (SHEL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Expand Energy (EXE) and Shell (SHEL) both belong to the Oil, Gas & Consumable Fuels industry, though EXE is classified under Oil & Gas Exploration & Production while SHEL falls under Integrated Oil & Gas.

Shell (SHEL) has more than two decades of public-market history since March 12, 1984, whereas Expand Energy (EXE) listed on February 10, 2021 and has a much shorter record to draw on.

Expand Energy (EXE) trades as ordinary local shares, while Shell (SHEL) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Expand Energy (EXE) and Shell (SHEL)
Profile ItemEXESHEL
NameExpand Energy CorpShell plc American Depositary Shares (Each representing two Ordinary shares)
Country/RegionUnited StatesUnited Kingdom
GICS SectorEnergyEnergy
GICS Industry GroupEnergyEnergy
GICS IndustryOil, Gas & Consumable FuelsOil, Gas & Consumable Fuels
GICS Sub-IndustryOil & Gas Exploration & ProductionIntegrated Oil & Gas
Market Capitalization19.54 billion USD280.59 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 10, 2021March 12, 1984
Security TypeCommon StockADR

Price Performance

Cumulative Growth

EXE
SHEL
GSPC
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Expand Energy (EXE) vs. Shell (SHEL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Expand Energy (EXE) and Shell (SHEL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Expand Energy (EXE) and Shell (SHEL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
Total Return (1Y)-22.30%36.30%
Total Return (3Y, Annualized)4.93%19.93%
Total Return (5Y, Annualized)9.88%21.02%

Risk Profile

Drawdown History

EXE
SHEL
GSPC
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Expand Energy (EXE) vs. Shell (SHEL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Expand Energy (EXE) and Shell (SHEL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
Volatility (1Y, Annualized)29.72%23.60%
Beta (5Y)0.400.10
Max Drawdown (5Y)-30.37%-25.04%
Avg. Volume (3M)3.10M6.01M

Risk-Adjusted Performance

Risk-Return Positioning

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EXE and SHEL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
Sharpe Ratio (1Y)-0.891.36
Sortino Ratio (1Y)-1.271.99

Profitability

ROE (TTM)

Both Expand Energy (EXE) at 14.62% and Shell (SHEL) at 17.43% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

EXE

Energy industry group

14.62%

Max
53.85%
Q3
24.79%
EXE
14.62%
Median
12.85%
Q1
2.03%
Min
-29.09%

SHEL

Energy industry group

17.43%

Max
53.85%
Q3
24.79%
SHEL
17.43%
Median
12.85%
Q1
2.03%
Min
-29.09%
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their ROE against the Energy industry group benchmark.

Net Margin (TTM)

Both Expand Energy (EXE) at 21.26% and Shell (SHEL) at 10.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

EXE

Energy industry group

21.26%

Max
56.92%
Q3
22.92%
EXE
21.26%
Median
10.10%
Q1
0.07%
Min
-27.38%

SHEL

Energy industry group

10.18%

Max
56.92%
Q3
22.92%
SHEL
10.18%
Median
10.10%
Q1
0.07%
Min
-27.38%
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their net margin against the Energy industry group benchmark.

Operating Margin (TTM)

Both Expand Energy (EXE) at 23.18% and Shell (SHEL) at 18.76% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

EXE

Energy industry group

23.18%

Max
71.31%
Q3
33.75%
EXE
23.18%
Median
18.73%
Q1
6.94%
Min
-24.52%

SHEL

Energy industry group

18.76%

Max
71.31%
Q3
33.75%
SHEL
18.76%
Median
18.73%
Q1
6.94%
Min
-24.52%
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their operating margin against the Energy industry group benchmark.

Profitability Metrics

Profitability metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
ROE (TTM)14.62%17.43%
ROA (TTM)8.17%7.67%
Net Margin (TTM)21.26%10.18%
Operating Margin (TTM)23.18%18.76%
Gross Margin (TTM)45.86%26.93%

Growth

Revenue Growth

Expand Energy (EXE) at 188.77% clears its industry range for revenue growth, far stronger top-line momentum than Shell (SHEL) at -6.13%, which is closer to a typical peer reading.

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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Shell (SHEL) reports EPS growth of 18.58%, ranked against its industry; Expand Energy (EXE) has no EPS growth figure this period.

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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
Revenue Growth (YoY)188.77%-6.13%
Revenue Growth (3Y CAGR)2.13%-11.21%
EPS Growth (YoY)--18.58%
EPS Growth (3Y CAGR)-39.01%-19.31%

Financial Strength

Current Ratio (MRQ)

Both Expand Energy (EXE) at 0.90 and Shell (SHEL) at 1.38 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

EXE

Energy industry group

0.90

Max
3.64
Q3
2.21
Median
1.41
EXE
0.90
Q1
0.88
Min
0.24

SHEL

Energy industry group

1.38

Max
3.64
Q3
2.21
Median
1.41
SHEL
1.38
Q1
0.88
Min
0.24
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their current ratio against the Energy industry group benchmark.

Debt / Equity (MRQ)

Expand Energy (EXE) at 0.24 keeps leverage in the lower industry quartile, while Shell (SHEL) at 0.38 runs a more typical debt-to-equity mix.

EXE

Energy industry group

0.24

Max
1.75
Q3
0.93
Median
0.54
Q1
0.30
EXE
0.24
Min
0.00

SHEL

Energy industry group

0.38

Max
1.75
Q3
0.93
Median
0.54
SHEL
0.38
Q1
0.30
Min
0.00
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their debt-to-equity ratio against the Energy industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
Current Ratio (MRQ)0.901.38
Debt / Equity (MRQ)0.240.38
Net Debt / EBITDA0.680.59

Dividends

Dividend Yield (TTM)

Both Expand Energy (EXE) at 2.70% and Shell (SHEL) at 1.54% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

EXE

Energy industry group

2.70%

Max
8.57%
Q3
3.58%
EXE
2.70%
Median
1.71%
Q1
0.00%
Min
0.00%

SHEL

Energy industry group

1.54%

Max
8.57%
Q3
3.58%
Median
1.71%
SHEL
1.54%
Q1
0.00%
Min
0.00%
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their dividend yield against the Energy industry group benchmark.

Dividend Payout Ratio (TTM)

Both Expand Energy (EXE) at 19.84% and Shell (SHEL) at 26.24% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

EXE

Energy industry group

19.84%

Max
133.24%
Q3
53.31%
Median
25.24%
EXE
19.84%
Q1
0.00%
Min
0.00%

SHEL

Energy industry group

26.24%

Max
133.24%
Q3
53.31%
SHEL
26.24%
Median
25.24%
Q1
0.00%
Min
0.00%
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their payout ratio against the Energy industry group benchmark.

Dividend Metrics

Dividend metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
Dividend Yield (TTM)2.70%1.54%
Dividend Payout Ratio (TTM)19.84%26.24%

Valuation

P/E Ratio (TTM)

Expand Energy (EXE) at 7.30 sits in the cheaper P/E ratio quartile, while Shell (SHEL) at 8.60 is closer to its industry’s usual earnings multiple — a discount for EXE, though growth and earnings durability still matter.

EXE

Energy industry group

7.30

Max
39.54
Q3
21.72
Median
12.19
Q1
7.71
EXE
7.30
Min
2.99

SHEL

Energy industry group

8.60

Max
39.54
Q3
21.72
Median
12.19
SHEL
8.60
Q1
7.71
Min
2.99
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their P/E ratio against the Energy industry group benchmark.

P/S Ratio (TTM)

Shell (SHEL) at 0.87 sits in the cheaper P/S ratio quartile while Expand Energy (EXE) at 1.51 prices around its industry’s middle — SHEL costs less per dollar of sales, though read it alongside growth and margins.

EXE

Energy industry group

1.51

Max
5.40
Q3
2.85
Median
1.69
EXE
1.51
Q1
0.88
Min
0.00

SHEL

Energy industry group

0.87

Max
5.40
Q3
2.85
Median
1.69
Q1
0.88
SHEL
0.87
Min
0.00
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their P/S ratio against the Energy industry group benchmark.

P/B Ratio (MRQ)

Expand Energy (EXE) at 1.00 sits in the lower P/B ratio quartile against book while Shell (SHEL) at 1.43 is valued near its industry’s middle — EXE is cheaper on assets, though weigh it against ROE and asset quality.

EXE

Energy industry group

1.00

Max
4.21
Q3
2.38
Median
1.51
Q1
1.08
EXE
1.00
Min
0.01

SHEL

Energy industry group

1.43

Max
4.21
Q3
2.38
Median
1.51
SHEL
1.43
Q1
1.08
Min
0.01
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Expand Energy (EXE) vs. Shell (SHEL): A comparison of their P/B ratio against the Energy industry group benchmark.

Valuation Metrics

Valuation metrics for Expand Energy (EXE) and Shell (SHEL)
MetricEXESHEL
P/E Ratio (TTM)7.308.60
P/S Ratio (TTM)1.510.87
P/B Ratio (MRQ)1.001.43
Free Cash Flow Yield (TTM)7.00%10.35%