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

July 7, 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
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	51.57 billion USD	216.53 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)	3.71%	12.82%
Total Return (3Y, Annualized)	18.97%	14.61%
Total Return (5Y, Annualized)	24.03%	18.27%

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

Cheniere Energy (LNG) reports a negative beta of -0.00, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. Shell (SHEL) has a non-negative beta of 0.07.

Risk profile metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
Volatility (1Y, Annualized)	27.11%	21.19%
Beta (5Y)	-0.00	0.07
Max Drawdown (5Y)	-24.87%	-25.04%
Avg. Volume (3M)	2.38M	7.27M

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)	-0.01	0.42
Sortino Ratio (1Y)	-0.01	0.59

Profitability

ROE (TTM)

Cheniere Energy (LNG) at 28.92% sits in the top ROE quartile, while Shell (SHEL) at 10.70% is closer to the peer norm — stronger capital efficiency for LNG.

LNG

Energy industry group

28.92%

Max: 37.23%
LNG: 28.92%
Q3: 16.01%
Median: 9.18%
Q1: -0.83%
Min: -20.70%

SHEL

Energy industry group

10.70%

Max: 37.23%
Q3: 16.01%
SHEL: 10.70%
Median: 9.18%
Q1: -0.83%
Min: -20.70%

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 7.10% and Shell (SHEL) at 7.01% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

LNG

Energy industry group

7.10%

Max: 46.37%
Q3: 18.86%
LNG: 7.10%
Median: 6.13%
Q1: 0.00%
Min: -27.23%

SHEL

Energy industry group

7.01%

Max: 46.37%
Q3: 18.86%
SHEL: 7.01%
Median: 6.13%
Q1: 0.00%
Min: -27.23%

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

Operating Margin (TTM)

Cheniere Energy (LNG) reports a negative operating margin of -53.75%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Shell (SHEL) reports 14.87%, ranking against industry peers normally.

LNG

Energy industry group

-53.75%

Max: 68.02%
Q3: 29.13%
Median: 12.01%
Q1: 0.00%
Min: -41.46%
LNG: -53.75%

SHEL

Energy industry group

14.87%

Max: 68.02%
Q3: 29.13%
SHEL: 14.87%
Median: 12.01%
Q1: 0.00%
Min: -41.46%

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)	28.92%	10.70%
ROA (TTM)	6.43%	4.99%
Net Margin (TTM)	7.10%	7.01%
Operating Margin (TTM)	-53.75%	14.87%
Gross Margin (TTM)	33.00%	25.86%

Growth

Revenue Growth

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

Revenue Growth Metrics

Revenue 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

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

EPS Growth Metrics

EPS growth metrics for Cheniere Energy (LNG) and Shell (SHEL)
Metric	LNG	SHEL
EPS Growth (YoY)	69.93%	18.58%
EPS Growth (3Y CAGR)	62.34%	-19.31%

Financial Strength

Current Ratio (MRQ)

Shell (SHEL) at 1.28 keeps current ratio within its industry’s typical mid-range, while Cheniere Energy (LNG) at 0.57 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for LNG.

LNG

Energy industry group

0.57

Max: 3.33
Q3: 2.13
Median: 1.31
Q1: 0.83
LNG: 0.57
Min: 0.08

SHEL

Energy industry group

1.28

Max: 3.33
Q3: 2.13
Median: 1.31
SHEL: 1.28
Q1: 0.83
Min: 0.08

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

Debt / Equity (MRQ)

Shell (SHEL) at 0.43 is near its industry mid-range for debt-to-equity ratio, while Cheniere Energy (LNG) at 3.21 sits above its benchmark range, pointing to a heavier debt load relative to equity.

LNG

Energy industry group

3.21

LNG: 3.21
Max: 2.02
Q3: 1.01
Median: 0.61
Q1: 0.32
Min: 0.00

SHEL

Energy industry group

0.43

Max: 2.02
Q3: 1.01
Median: 0.61
SHEL: 0.43
Q1: 0.32
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)	0.57	1.28
Debt / Equity (MRQ)	3.21	0.43
Net Debt / EBITDA	4.39	1.07

Dividends

Dividend Yield (TTM)

Both Cheniere Energy (LNG) at 0.88% and Shell (SHEL) at 1.90% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

LNG

Energy industry group

0.88%

Max: 8.56%
Q3: 3.47%
Median: 1.60%
LNG: 0.88%
Q1: 0.00%
Min: 0.00%

SHEL

Energy industry group

1.90%

Max: 8.56%
Q3: 3.47%
SHEL: 1.90%
Median: 1.60%
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 35.70% and Shell (SHEL) at 45.05% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

LNG

Energy industry group

35.70%

Max: 139.86%
Q3: 63.37%
LNG: 35.70%
Median: 31.85%
Q1: 0.00%
Min: 0.00%

SHEL

Energy industry group

45.05%

Max: 139.86%
Q3: 63.37%
SHEL: 45.05%
Median: 31.85%
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)	0.88%	1.90%
Dividend Payout Ratio (TTM)	35.70%	45.05%

Valuation

P/E Ratio (TTM)

Shell (SHEL) at 12.17 is near its industry’s usual P/E ratio, while Cheniere Energy (LNG) at 41.71 sits in the richer quartile — LNG needs stronger growth or earnings quality to justify the premium.

LNG

Energy industry group

41.71

Max: 55.25
LNG: 41.71
Q3: 30.38
Median: 17.01
Q1: 10.34
Min: 1.69

SHEL

Energy industry group

12.17

Max: 55.25
Q3: 30.38
Median: 17.01
SHEL: 12.17
Q1: 10.34
Min: 1.69

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 0.81 sits in the cheaper P/S ratio quartile while Cheniere Energy (LNG) at 2.48 prices around its industry’s middle — SHEL costs less per dollar of sales, though read it alongside growth and margins.

LNG

Energy industry group

2.48

Max: 5.83
Q3: 2.94
LNG: 2.48
Median: 1.73
Q1: 0.93
Min: 0.00

SHEL

Energy industry group

0.81

Max: 5.83
Q3: 2.94
Median: 1.73
Q1: 0.93
SHEL: 0.81
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 1.27 sits near its industry’s typical P/B ratio, while Cheniere Energy (LNG) at 13.77 prices above its benchmark range — LNG looks rich relative to book.

LNG

Energy industry group

13.77

LNG: 13.77
Max: 4.70
Q3: 2.61
Median: 1.61
Q1: 1.11
Min: 0.01

SHEL

Energy industry group

1.27

Max: 4.70
Q3: 2.61
Median: 1.61
SHEL: 1.27
Q1: 1.11
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)	41.71	12.17
P/S Ratio (TTM)	2.48	0.81
P/B Ratio (MRQ)	13.77	1.27
Free Cash Flow Yield (TTM)	3.34%	7.22%