Shell plc (SHEL) Competitors & Peers
The 5 largest companies in the same industry as Shell plc, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| XOM | Competitor | $160.59 | P/E 20.7RSI 49Cap 660.3 B |
| CVX | Competitor | $204.45 | P/E 19.6RSI 48Cap 401.0 B |
| PCCYF | Peer | $1.16 | P/E 8.3RSI 46Cap 285.8 B |
| RYDAF | Peer | $46.86 | P/E 10.0RSI 46Cap 257.7 B |
| TTE | Competitor | $90.94 | P/E 11.4RSI 54Cap 200.8 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- TALOSupplier
Own 10-K customer-concentration disclosure: ShellTradingUSCompany = 48% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - FANGSupplier
Own 10-K customer-concentration disclosure: ShellTradingUSCompany = 13% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - CRGYSupplier
Own 10-K customer-concentration disclosure: ShellTradingUSCompany = 24% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - KOSSupplier
Own 10-Q customer-concentration disclosure: ShellTradingUSCompany = 7% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - MTDRSupplier
Own 10-K customer-concentration disclosure: ShellTradingUSCompany = 12% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - WTISupplier
Own 10-K customer-concentration disclosure: ShellTradingUsCo = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - CHRDSupplier
Own 10-K customer-concentration disclosure: ShellTradingUSCompany = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- TTECompetitor
European oil majors.
Model-inferred, unverified — treat as a lead, not evidence - CVXCompetitor
Global oil majors.
Model-inferred, unverified — treat as a lead, not evidence - BPCompetitor
European oil majors.
Model-inferred, unverified — treat as a lead, not evidence - XOMCompetitor
Global oil majors.
Model-inferred, unverified — treat as a lead, not evidence - CQPCustomer
Cheniere sells LNG to Shell under long-term SPA contracts.
Model-inferred, unverified — treat as a lead, not evidence - SDRLCustomer
Leases high-specification deepwater drillships or land rigs to Shell for exploration campaigns.
Model-inferred, unverified — treat as a lead, not evidence - CDLRCustomer
Cadeler provides marine transport and offshore wind turbine installation services to Shell's offshore energy assets.
Model-inferred, unverified — treat as a lead, not evidence - EFXTCustomer
Shell utilizes Enerflex modular infrastructure for gas compression.
Model-inferred, unverified — treat as a lead, not evidence - KENCustomer
Leases high-specification deepwater drillships or land rigs to Shell for exploration campaigns.
Model-inferred, unverified — treat as a lead, not evidence - HPCustomer
Leases high-specification deepwater drillships or land rigs to Shell for exploration campaigns.
Model-inferred, unverified — treat as a lead, not evidence - VALCustomer
Leases high-specification deepwater drillships or land rigs to Shell for exploration campaigns.
Model-inferred, unverified — treat as a lead, not evidence - FLNGCustomer
Shell charters Flex LNG carriers under long-term time charters to ship LNG cargo globally.
Model-inferred, unverified — treat as a lead, not evidence - GLNGPartner
Golar collaborates with Shell on LNG supply and liquefaction infrastructure.
Model-inferred, unverified — treat as a lead, not evidence - RIGSupplier
Transocean leases deepwater drillships to Shell for long-term offshore exploration campaigns.
Model-inferred, unverified — treat as a lead, not evidence - CSANPartner
Cosan and Shell are equal joint venture partners in Raízen, Brazil's leading sugar and ethanol producer.
Model-inferred, unverified — treat as a lead, not evidence - DHTCustomer
Shell charters VLCC tankers from DHT under long-term and spot commercial contracts.
Model-inferred, unverified — treat as a lead, not evidence - TRMDCustomer
Shell charters product tankers from TORM under commercial cargo shipping loops.
Model-inferred, unverified — treat as a lead, not evidence - SSLCompetitor
Competes in global gas-to-liquids projects and transport fuel retail supply chains.
Model-inferred, unverified — treat as a lead, not evidence