SHEL vs SM
Shell plc compared with SM Energy Company on yield, payout growth, payment schedule, cost and risk.
Quick take
- SHEL yields more today: 3.28% vs 2.33% (forward).
- SM has grown its payout faster: 121.2%/yr vs 15.1%/yr over the last 5 years.
- Both pay every quarter.
- SHEL has the longer streak of annual increases: 5 years vs 0.
- Over the last year SM delivered the higher total return: +36.0% vs +33.1% (price change plus payouts).
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | SHEL | SM |
|---|---|---|
| Share price | $95.32 | $37.76 |
| TTM yield | 3.17% | 2.81% |
| Forward yield | 3.28% | 2.33% |
| Annual payout per share | $3.1248 | $0.88 |
| Payment frequency | Quarterly | Quarterly |
| Next ex-date | Nov 13, 2026 (est.) | Dec 2, 2026 (est.) |
| Payout ratio (earnings) | 33% | 18% |
| 1-year payout growth | +6.6% | +32.5% |
| 5-year payout CAGR | +15.1% | +121.2% |
| Consecutive years of increases | 5 years | 0 years |
| Payout consistency (last 12) | 95/100 | 93/100 |
| 1-year total return | +33.1% | +36.0% |
| 1-year price return | +29.0% | +32.3% |
| Size (market cap / AUM) | 272.8B | 9.0B |
| Years paying | 41.3 | 33.6 |
| Payout risk (heuristic) | Low | Low |
| Sector / category | Energy | Energy |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| SHEL | SM | |
|---|---|---|
| Shares | 104.9 | 264.8 |
| Income per year | $328 | $233 |
| Income per month (avg) | $27 | $19 |
At forward yields, before taxes. Model SHEL · Model SM
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| SHEL Nov 13, 2026 | Nov 27, 2026 | $0.7812 | Est. |
| SHEL Feb 12, 2027 | Feb 26, 2027 | $0.7812 | Est. |
| SHEL May 14, 2027 | May 28, 2027 | $0.7812 | Est. |
| SM Dec 2, 2026 | Dec 16, 2026 | $0.22 | Est. |
| SM Mar 1, 2027 | Mar 15, 2027 | $0.22 | Est. |
| SM May 29, 2027 | Jun 12, 2027 | $0.22 | Est. |
Annual payouts per share
SHELSM
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, SHEL or SM?
SHEL currently has the higher trailing yield: SHEL yields 3.17% and SM yields 2.81%. Yield changes daily with price, so check the live figures above.
How often do SHEL and SM pay?
SHEL pays every quarter and SM pays every quarter. SHEL's next ex-date is Nov 13, 2026 and SM's is Dec 2, 2026.
Which has grown its dividend faster, SHEL or SM?
SM has grown its payout faster: 121.2%/yr vs 15.1%/yr over the last 5 years.
Is SHEL or SM better for income?
It depends on what you are optimising for. SHEL and SM differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.