Shell vs TotalEnergies

Shell (SHELL PLC - ADS) and TotalEnergies SE are compared on this page to illustrate differences in business models, financial performance, and market context. The content stays neutral and accessible, focusing on how these energy majors structure operations, invest in assets, and navigate industry dynamics. Educational content, not financial advice.

Shell (SHELL PLC - ADS) and TotalEnergies SE are compared on this page to illustrate differences in business models, financial performance, and market context. The content stays neutral and accessible...

Comparison Snapshot

Key Financial Metrics

SHEL

Metric

TTE

$207.54B

Market Cap

$147.24B

6.50%

Potential Profit

6.10%

Buy

Analyst Rating

Buy

Why It's Moving

Shell powers ahead with steady share buybacks, signaling confidence amid energy sector steadiness.

Repurchased 1,321,082 shares on January 19 at prices around £31-32 on LSE and Euronext Amsterdam, following a similar batch of 1,472,298 shares on January 6.
Buybacks reinforce Shell's capital return strategy under the program launched in late October, with millions of shares already retired to enhance per-share metrics.
Stock trades around $71.54 amid flat recent prices, reflecting sector stability as investors eye consistent execution over flashy catalysts.

Sentiment:

⚖️Neutral

TotalEnergies locks in Libya oil extension through 2050 amid aggressive renewables push.

Libya agreement on Jan 24 extends Waha concessions to Dec 31, 2050, boosting production security and cash flow potential from established fields.
Signed 21-year PPA on Jan 24 to deliver 1 TWh of solar power from Malaysia's Citra Energies plant to Google, starting post-Q1 2026 financial close.
Divesting 10% non-operated stake in Nigeria's Renaissance JV licenses, streamlining portfolio amid strategic asset optimization.

Sentiment:

🐃Bullish

Shell powers ahead with steady share buybacks, signaling confidence amid energy sector steadiness.

Repurchased 1,321,082 shares on January 19 at prices around £31-32 on LSE and Euronext Amsterdam, following a similar batch of 1,472,298 shares on January 6.
Buybacks reinforce Shell's capital return strategy under the program launched in late October, with millions of shares already retired to enhance per-share metrics.
Stock trades around $71.54 amid flat recent prices, reflecting sector stability as investors eye consistent execution over flashy catalysts.

Sentiment:

⚖️Neutral

TotalEnergies locks in Libya oil extension through 2050 amid aggressive renewables push.

Libya agreement on Jan 24 extends Waha concessions to Dec 31, 2050, boosting production security and cash flow potential from established fields.
Signed 21-year PPA on Jan 24 to deliver 1 TWh of solar power from Malaysia's Citra Energies plant to Google, starting post-Q1 2026 financial close.
Divesting 10% non-operated stake in Nigeria's Renaissance JV licenses, streamlining portfolio amid strategic asset optimization.

Sentiment:

🐃Bullish

Investment Analysis

Shell

SHEL

Pros

Shell has delivered stronger share price performance over the past year compared to TotalEnergies.
The company maintains a lower stock volatility, suggesting a relatively more stable investment profile.
Shell's diversified global operations provide resilience across different energy markets and geographies.

Considerations

Shell's adjusted net income has been under pressure due to lower oil prices and refining margins.
The company faces ongoing regulatory scrutiny and legal risks related to environmental matters.
Shell's share buyback programme has been scaled back, reducing a key support for shareholder returns.

TotalEnergies

TTE

Pros

TotalEnergies reported robust revenue growth and cash flow expansion in the latest quarter.
Hydrocarbon production increased over 4% year-on-year, supporting operational strength.
The company maintains a disciplined capital allocation strategy with significant share buybacks.

Considerations

TotalEnergies' stock has underperformed over the past year, reflecting investor concerns about energy sector volatility.
Higher stock price volatility increases risk for short-term investors compared to peers.
The company's earnings are sensitive to oil price fluctuations, which remain unpredictable.

Related Market Insights

Brazil's Energy Giants: Why Global Majors Are Betting Big on Offshore Oil

Discover Brazil's pre-salt offshore oil opportunity. Global energy majors like Equinor, ExxonMobil & Chevron are investing billions. Access this growth via Nemo's Neme. Invest commission-free.