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Shell plc SHEL

equity

Price History

£9.64£27.72£45.81£63.89
1996-07 · DCA start£47.83

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-84.9%-56.6%-28.3%0.0%
1996-072026-08 · -48.4%

Worst drawdown: −85%, peaking May 1997 and bottoming Aug 2020 — still unrecovered after 322 months.

DCA Backtest

Invested
£33,200
Value today
£56,828
Return
+71.2%
Months invested
332

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be £52,131 today, so the real (inflation-adjusted) return is +9.0%.

Lump sum instead — £33,200 all at once in Jul 1996: £22,898 (-31.0%) — DCA came out ahead.

Worst timing — same monthly amount started at the all-time high (May 1997): £56,258 on £32,300 invested (+74.2%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1996-07: +71.2%

About Shell plc

Shell plc is a British multinational oil and gas company, headquartered in London, England. Shell is a public limited company with a primary listing on the London Stock Exchange (LSE) and secondary listings on Euronext Amsterdam and the New York Stock Exchange. A core component of Big Oil, Shell is the largest investor owned oil company in Europe, third largest globally behind ExxonMobil and Chevron, and among the world's largest companies out of any industry. (Wikipedia)

It's a listed company categorised under energy.

It rates Medium-Low Risk at 2.1/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (3.0/5) and sector / regulatory (3.0/5).

Scoring well: governance at 1.0/5.

Not yet researched: concentration. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.1/5)90% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/523.0
  • Max drawdown from ATH4/584.9
  • Beta vs S&P 5001/50.07
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5244.9m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity2/50.43
  • Interest coverage (EBIT / interest)2/57.3
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/534.4
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governance1.0/5 · weight 10%
  • Board independence %not yet researched
  • Share structure1/5single class
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.