Shell plc (SHEL) Return on Invested Capital (ROIC)

Price: $72.73
Market Cap: $218.15B
Avg Volume: 4.53M
Country: UK
Industry: Oil & Gas Integrated
Sector: Energy
Beta: 0.408
52W Range: $60.145-74.605
Website: Shell plc

Return on Invested Capital (ROIC) Summary

Shell plc's ROIC measures how effectively the company uses its invested capital to generate profits:

  • Annual: 10.62%
  • Quarterly: 1.06%
  • TTM: 7.43%

What is ROIC?

Return on Invested Capital (ROIC) measures how effectively a company uses its capital from debt and equity to generate profits. ROIC is a useful metric for comparing the efficiency of capital allocation between different companies or across time periods within the same company. A higher ROIC indicates a more efficient use of capital.

Related Metrics

Other important metrics to assess Shell plc's profitability include:

  • ROE (Return on Equity) - measures the return generated on shareholders' equity:
    • Annual: 9.03%
    • Quarterly: 0.52%
    • TTM: 8.72%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 4.15%
    • Quarterly: 0.24%
    • TTM: 4.15%

These metrics provide insights into Shell plc's profitability and efficiency in using its capital and assets to generate returns. Comparing these ratios with industry benchmarks can offer a deeper understanding of the company's performance.

Annual ROIC

10.62%

Quarterly ROIC

1.06%

TTM ROIC

7.43%

Shell plc Historical ROIC

15.49%15.49%13.38%13.38%11.26%11.26%9.15%9.15%7.03%7.03%4.91%4.91%2.80%2.80%0.68%0.68%-1.43%-1.43%-3.55%-3.55%-5.67%-5.67%ROIC10.62%5.77%13.47%5.99%-5.67%5.73%6.31%3.38%0.58%-1.28%20162016201720172018201820192019202020202021202120222022202320232024202420252025

Historical ROE

25.54%25.54%21.60%21.60%17.66%17.66%13.72%13.72%9.78%9.78%5.84%5.84%1.90%1.90%-2.04%-2.04%-5.98%-5.98%-9.92%-9.92%-13.86%-13.86%ROE9.03%10.37%22.21%11.69%-13.86%8.50%11.76%6.68%2.45%1.19%20162016201720172018201820192019202020202021202120222022202320232024202420252025

Historical ROA

10.98%10.98%9.32%9.32%7.65%7.65%5.98%5.98%4.32%4.32%2.65%2.65%0.99%0.99%-0.68%-0.68%-2.35%-2.35%-4.01%-4.01%-5.68%-5.68%ROA4.15%4.77%9.55%4.97%-5.68%3.92%5.85%3.19%1.11%0.57%20162016201720172018201820192019202020202021202120222022202320232024202420252025

Shell plc Historical Profitability Metrics

The table below shows various profitability metrics for each year, with the latest data available for the last fiscal year 2024.

Year ROIC ROE ROA
2024 10.62% 9.03% 4.15%
2023 5.77% 10.37% 4.77%
2022 13.47% 22.21% 9.55%
2021 5.99% 11.69% 4.97%
2020 -5.67% -13.86% -5.68%
2019 5.73% 8.50% 3.92%
2018 6.31% 11.76% 5.85%
2017 3.38% 6.68% 3.19%
2016 0.58% 2.45% 1.11%
2015 -1.28% 1.19% 0.57%

Related Metrics

Explore detailed financial metrics and analysis for SHEL.