LNG vs. SHEL: Cheniere Energy vs. Shell Stock Comparison

November 11, 2026

How do Cheniere Energy (LNG) 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

Cheniere Energy (LNG) and Shell (SHEL) both belong to the Oil, Gas & Consumable Fuels industry, though LNG is classified under Oil & Gas Storage & Transportation while SHEL falls under Integrated Oil & Gas.

Cheniere Energy (LNG) 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 Cheniere Energy (LNG) and Shell (SHEL)
Profile Item	LNG	SHEL
Name	Cheniere Energy Inc.	Shell plc American Depositary Shares (Each representing two Ordinary shares)
Country/Region	United States	United Kingdom
GICS Sector	Energy	Energy
GICS Industry Group	Energy	Energy
GICS Industry	Oil, Gas & Consumable Fuels	Oil, Gas & Consumable Fuels
GICS Sub-Industry	Oil & Gas Storage & Transportation	Integrated Oil & Gas
Market Capitalization	56.76 billion USD	280.59 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	April 4, 1994	March 12, 1984
Security Type	Common Stock	ADR

Price Performance

Cumulative Growth

LNG

SHEL

GSPC

Cheniere Energy (LNG) 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

Loading price history…

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

Calendar-Year Returns

Loading price history…

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

Performance Metrics

Price performance metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
Total Return (1Y)	36.89%	36.30%
Total Return (3Y, Annualized)	19.36%	19.93%
Total Return (5Y, Annualized)	22.59%	21.02%

Risk Profile

Drawdown History

LNG

SHEL

GSPC

Cheniere Energy (LNG) 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

Loading price history…

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

Risk Metrics

Risk profile metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
Volatility (1Y, Annualized)	31.41%	23.60%
Beta (5Y)	0.06	0.10
Max Drawdown (5Y)	-24.87%	-25.04%
Avg. Volume (3M)	2.00M	6.01M

Risk-Adjusted Performance

Risk-Return Positioning

LNG 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 Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
Sharpe Ratio (1Y)	1.04	1.36
Sortino Ratio (1Y)	1.54	1.99

Profitability

ROE (TTM)

Cheniere Energy (LNG) at 39.68% sits in the top ROE quartile, while Shell (SHEL) at 17.43% is closer to the peer norm — stronger capital efficiency for LNG.

LNG

Energy industry group

39.68%

Max: 53.85%
LNG: 39.68%
Q3: 24.79%
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%

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their ROE against the Energy industry group benchmark.

Net Margin (TTM)

Both Cheniere Energy (LNG) at 13.40% 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.

LNG

Energy industry group

13.40%

Max: 56.92%
Q3: 22.92%
LNG: 13.40%
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%

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their net margin against the Energy industry group benchmark.

Operating Margin (TTM)

Both Cheniere Energy (LNG) at 30.82% and Shell (SHEL) at 18.76% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

LNG

Energy industry group

30.82%

Max: 71.31%
Q3: 33.75%
LNG: 30.82%
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%

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their operating margin against the Energy industry group benchmark.

Profitability Metrics

Profitability metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
ROE (TTM)	39.68%	17.43%
ROA (TTM)	8.61%	7.67%
Net Margin (TTM)	13.40%	10.18%
Operating Margin (TTM)	30.82%	18.76%
Gross Margin (TTM)	34.89%	26.93%

Growth

Revenue Growth

Cheniere Energy (LNG) at 27.21% sits in the top revenue growth quartile, while Shell (SHEL) at -6.13% is closer to the peer norm — faster top-line expansion for LNG.

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

EPS Growth

Cheniere Energy (LNG) at 69.93% sits in the top EPS growth quartile, while Shell (SHEL) at 18.58% is closer to the peer norm — faster per-share earnings growth for LNG.

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

Growth Metrics

Growth metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
Revenue Growth (YoY)	27.21%	-6.13%
Revenue Growth (3Y CAGR)	-15.77%	-11.21%
EPS Growth (YoY)	69.93%	18.58%
EPS Growth (3Y CAGR)	62.34%	-19.31%

Financial Strength

Current Ratio (MRQ)

Both Cheniere Energy (LNG) 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.

LNG

Energy industry group

0.90

Max: 3.64
Q3: 2.21
Median: 1.41
LNG: 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

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their current ratio against the Energy industry group benchmark.

Debt / Equity (MRQ)

Shell (SHEL) at 0.38 is near its industry mid-range for debt-to-equity ratio, while Cheniere Energy (LNG) at 2.31 sits above its benchmark range, pointing to a heavier debt load relative to equity.

LNG

Energy industry group

2.31

LNG: 2.31
Max: 1.75
Q3: 0.93
Median: 0.54
Q1: 0.30
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

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their debt-to-equity ratio against the Energy industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
Current Ratio (MRQ)	0.90	1.38
Debt / Equity (MRQ)	2.31	0.38
Net Debt / EBITDA	3.26	0.59

Dividends

Dividend Yield (TTM)

Both Cheniere Energy (LNG) at 0.82% and Shell (SHEL) at 1.54% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

LNG

Energy industry group

0.82%

Max: 8.57%
Q3: 3.58%
Median: 1.71%
LNG: 0.82%
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%

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their dividend yield against the Energy industry group benchmark.

Dividend Payout Ratio (TTM)

Both Cheniere Energy (LNG) at 15.80% 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.

LNG

Energy industry group

15.80%

Max: 133.24%
Q3: 53.31%
Median: 25.24%
LNG: 15.80%
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%

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their payout ratio against the Energy industry group benchmark.

Dividend Metrics

Dividend metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
Dividend Yield (TTM)	0.82%	1.54%
Dividend Payout Ratio (TTM)	15.80%	26.24%

Valuation

P/E Ratio (TTM)

Both Cheniere Energy (LNG) at 19.78 and Shell (SHEL) at 8.60 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

LNG

Energy industry group

19.78

Max: 39.54
Q3: 21.72
LNG: 19.78
Median: 12.19
Q1: 7.71
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

Cheniere Energy (LNG) 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 Cheniere Energy (LNG) at 2.50 prices around its industry’s middle — SHEL costs less per dollar of sales, though read it alongside growth and margins.

LNG

Energy industry group

2.50

Max: 5.40
Q3: 2.85
LNG: 2.50
Median: 1.69
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

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their P/S ratio against the Energy industry group benchmark.

P/B Ratio (MRQ)

Shell (SHEL) at 1.43 sits near its industry’s typical P/B ratio, while Cheniere Energy (LNG) at 8.70 prices above its benchmark range — LNG looks rich relative to book.

LNG

Energy industry group

8.70

LNG: 8.70
Max: 4.21
Q3: 2.38
Median: 1.51
Q1: 1.08
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

Cheniere Energy (LNG) vs. Shell (SHEL): A comparison of their P/B ratio against the Energy industry group benchmark.

Valuation Metrics

Valuation metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
P/E Ratio (TTM)	19.78	8.60
P/S Ratio (TTM)	2.50	0.87
P/B Ratio (MRQ)	8.70	1.43
Free Cash Flow Yield (TTM)	3.17%	10.35%