SHEL vs. TPL: Shell vs. Texas Pacific Land Stock Comparison
How do Shell (SHEL) and Texas Pacific Land (TPL) 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
Shell (SHEL) and Texas Pacific Land (TPL) both belong to the Oil, Gas & Consumable Fuels industry, though SHEL is classified under Integrated Oil & Gas while TPL falls under Oil & Gas Exploration & Production.
Texas Pacific Land (TPL) 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.
| Profile Item | SHEL | TPL |
|---|---|---|
| Name | Shell plc American Depositary Shares (Each representing two Ordinary shares) | Texas Pacific Land Corporation |
| Country/Region | United Kingdom | United States |
| GICS Sector | Energy | Energy |
| GICS Industry Group | Energy | Energy |
| GICS Industry | Oil, Gas & Consumable Fuels | Oil, Gas & Consumable Fuels |
| GICS Sub-Industry | Integrated Oil & Gas | Oil & Gas Exploration & Production |
| Market Capitalization | 280.59 billion USD | 18.79 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 12, 1984 | March 17, 1980 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | SHEL | TPL |
|---|---|---|
| Total Return (1Y) | 36.30% | -14.10% |
| Total Return (3Y, Annualized) | 19.93% | 16.13% |
| Total Return (5Y, Annualized) | 21.02% | 13.42% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | SHEL | TPL |
|---|---|---|
| Volatility (1Y, Annualized) | 23.60% | 49.74% |
| Beta (5Y) | 0.10 | 0.62 |
| Max Drawdown (5Y) | -25.04% | -52.50% |
| Avg. Volume (3M) | 6.01M | 380.93K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | SHEL | TPL |
|---|---|---|
| Sharpe Ratio (1Y) | 1.36 | -0.37 |
| Sortino Ratio (1Y) | 1.99 | -0.50 |
Profitability
ROE (TTM)
Texas Pacific Land (TPL) at 37.07% sits in the top ROE quartile, while Shell (SHEL) at 17.43% is closer to the peer norm — stronger capital efficiency for TPL.
SHEL
Energy industry group
17.43%
- Max
- 53.85%
- Q3
- 24.79%
- SHEL
- 17.43%
- Median
- 12.85%
- Q1
- 2.03%
- Min
- -29.09%
TPL
Energy industry group
37.07%
- Max
- 53.85%
- TPL
- 37.07%
- Q3
- 24.79%
- Median
- 12.85%
- Q1
- 2.03%
- Min
- -29.09%
Net Margin (TTM)
Texas Pacific Land (TPL) at 60.71% converts revenue to bottom-line profit above its industry’s benchmark range, while Shell (SHEL) at 10.18% keeps roughly the typical share for its industry.
SHEL
Energy industry group
10.18%
- Max
- 56.92%
- Q3
- 22.92%
- SHEL
- 10.18%
- Median
- 10.10%
- Q1
- 0.07%
- Min
- -27.38%
TPL
Energy industry group
60.71%
- TPL
- 60.71%
- Max
- 56.92%
- Q3
- 22.92%
- Median
- 10.10%
- Q1
- 0.07%
- Min
- -27.38%
Operating Margin (TTM)
Texas Pacific Land (TPL) at 76.20% turns sales into operating profit above its industry’s benchmark range, while Shell (SHEL) at 18.76% operates around its industry’s norm.
SHEL
Energy industry group
18.76%
- Max
- 71.31%
- Q3
- 33.75%
- SHEL
- 18.76%
- Median
- 18.73%
- Q1
- 6.94%
- Min
- -24.52%
TPL
Energy industry group
76.20%
- TPL
- 76.20%
- Max
- 71.31%
- Q3
- 33.75%
- Median
- 18.73%
- Q1
- 6.94%
- Min
- -24.52%
Profitability Metrics
| Metric | SHEL | TPL |
|---|---|---|
| ROE (TTM) | 17.43% | 37.07% |
| ROA (TTM) | 7.67% | 26.08% |
| Net Margin (TTM) | 10.18% | 60.71% |
| Operating Margin (TTM) | 18.76% | 76.20% |
| Gross Margin (TTM) | 26.93% | 94.09% |
Growth
Revenue Growth
Both Shell (SHEL) at -6.13% and Texas Pacific Land (TPL) at 13.09% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Shell (SHEL) at 18.58% and Texas Pacific Land (TPL) at 6.04% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | SHEL | TPL |
|---|---|---|
| Revenue Growth (YoY) | -6.13% | 13.09% |
| Revenue Growth (3Y CAGR) | -11.21% | 6.15% |
| EPS Growth (YoY) | 18.58% | 6.04% |
| EPS Growth (3Y CAGR) | -19.31% | 2.78% |
Financial Strength
Current Ratio (MRQ)
Shell (SHEL) at 1.38 keeps current ratio within its industry’s typical mid-range, while Texas Pacific Land (TPL) at 5.41 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
SHEL
Energy industry group
1.38
- Max
- 3.64
- Q3
- 2.21
- Median
- 1.41
- SHEL
- 1.38
- Q1
- 0.88
- Min
- 0.24
TPL
Energy industry group
5.41
- TPL
- 5.41
- Max
- 3.64
- Q3
- 2.21
- Median
- 1.41
- Q1
- 0.88
- Min
- 0.24
Debt / Equity (MRQ)
Texas Pacific Land (TPL) at 0.01 keeps leverage in the lower industry quartile, while Shell (SHEL) at 0.38 runs a more typical debt-to-equity mix.
SHEL
Energy industry group
0.38
- Max
- 1.75
- Q3
- 0.93
- Median
- 0.54
- SHEL
- 0.38
- Q1
- 0.30
- Min
- 0.00
TPL
Energy industry group
0.01
- Max
- 1.75
- Q3
- 0.93
- Median
- 0.54
- Q1
- 0.30
- TPL
- 0.01
- Min
- 0.00
Financial Strength Metrics
| Metric | SHEL | TPL |
|---|---|---|
| Current Ratio (MRQ) | 1.38 | 5.41 |
| Debt / Equity (MRQ) | 0.38 | 0.01 |
| Net Debt / EBITDA | 0.59 | -0.44 |
Dividends
Dividend Yield (TTM)
Both Shell (SHEL) at 1.54% and Texas Pacific Land (TPL) at 0.86% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
SHEL
Energy industry group
1.54%
- Max
- 8.57%
- Q3
- 3.58%
- Median
- 1.71%
- SHEL
- 1.54%
- Q1
- 0.00%
- Min
- 0.00%
TPL
Energy industry group
0.86%
- Max
- 8.57%
- Q3
- 3.58%
- Median
- 1.71%
- TPL
- 0.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Shell (SHEL) at 26.24% and Texas Pacific Land (TPL) at 27.42% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
SHEL
Energy industry group
26.24%
- Max
- 133.24%
- Q3
- 53.31%
- SHEL
- 26.24%
- Median
- 25.24%
- Q1
- 0.00%
- Min
- 0.00%
TPL
Energy industry group
27.42%
- Max
- 133.24%
- Q3
- 53.31%
- TPL
- 27.42%
- Median
- 25.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | SHEL | TPL |
|---|---|---|
| Dividend Yield (TTM) | 1.54% | 0.86% |
| Dividend Payout Ratio (TTM) | 26.24% | 27.42% |
Valuation
P/E Ratio (TTM)
Shell (SHEL) at 8.60 is near its industry’s usual P/E ratio, while Texas Pacific Land (TPL) at 32.00 sits in the richer quartile — TPL needs stronger growth or earnings quality to justify the premium.
SHEL
Energy industry group
8.60
- Max
- 39.54
- Q3
- 21.72
- Median
- 12.19
- SHEL
- 8.60
- Q1
- 7.71
- Min
- 2.99
TPL
Energy industry group
32.00
- Max
- 39.54
- TPL
- 32.00
- Q3
- 21.72
- Median
- 12.19
- Q1
- 7.71
- Min
- 2.99
P/S Ratio (TTM)
Shell (SHEL) at 0.87 sits in the cheaper P/S ratio quartile while Texas Pacific Land (TPL) at 19.41 prices above its industry range — a wide gap in sales valuation between them.
SHEL
Energy industry group
0.87
- Max
- 5.40
- Q3
- 2.85
- Median
- 1.69
- Q1
- 0.88
- SHEL
- 0.87
- Min
- 0.00
TPL
Energy industry group
19.41
- TPL
- 19.41
- Max
- 5.40
- Q3
- 2.85
- Median
- 1.69
- Q1
- 0.88
- Min
- 0.00
P/B Ratio (MRQ)
Shell (SHEL) at 1.43 sits near its industry’s typical P/B ratio, while Texas Pacific Land (TPL) at 10.42 prices above its benchmark range — TPL looks rich relative to book.
SHEL
Energy industry group
1.43
- Max
- 4.21
- Q3
- 2.38
- Median
- 1.51
- SHEL
- 1.43
- Q1
- 1.08
- Min
- 0.01
TPL
Energy industry group
10.42
- TPL
- 10.42
- Max
- 4.21
- Q3
- 2.38
- Median
- 1.51
- Q1
- 1.08
- Min
- 0.01
Valuation Metrics
| Metric | SHEL | TPL |
|---|---|---|
| P/E Ratio (TTM) | 8.60 | 32.00 |
| P/S Ratio (TTM) | 0.87 | 19.41 |
| P/B Ratio (MRQ) | 1.43 | 10.42 |
| Free Cash Flow Yield (TTM) | 10.35% | 0.43% |