SmarterDividends

LBRT vs SHEL: Which Is the Better Dividend Stock?

As of Oct 19, 2026, SHEL (Shell plc) screens as the stronger dividend stock, winning 7 of 8 head-to-head metrics. SHEL offers the higher yield at 2.93%, SHEL has the higher dividend-safety score, and LBRT looks like the better value (its fair-value estimate is 38% above its share price).

Key facts: LBRT vs SHEL

Data as of · Source: SmarterDividends data

  • As of Oct 19, 2026, Shell plc (SHEL) has the higher forward dividend yield at 2.93%, versus 2.17% for Liberty Energy Inc. (LBRT).
  • As of Oct 19, 2026, SmarterDividends grades LBRT's dividend safety B (69/100) and SHEL's B (74/100).
  • By SmarterDividends' count as of Oct 19, 2026, LBRT has raised its dividend for 3 consecutive years and SHEL for 5.
  • As of Oct 19, 2026, LBRT pays out 47% of its earnings as dividends and SHEL pays out 33%.
  • As of Oct 19, 2026, LBRT's fair-value estimate is 38% above its share price and SHEL's fair-value estimate is 20% below its share price, so LBRT looks like the better value of the two on SmarterDividends' blended model.
Cite this page

SmarterDividends, "LBRT vs SHEL: Dividend Yield, Safety & Value Compared," updated Oct 19, 2026, https://smarterdividends.com/compare/lbrt-vs-shel

MetricLBRTSHEL
Forward yield2.17%2.93%
Annual dividend$0.36$3.12
Payout ratio47%33%
Years of growth3 yr5 yr
5-yr dividend growth10.5%17.2%
5-yr total return80%154%
Dividend safety score69 (B)74 (B)
Fair value estimate$22.84$85.55
Upside to fair value+38%-20%
Frequencyquarterlyquarterly
Market cap$2.7B$303.4B
P/E ratio22.411.8

Higher yield

SHEL

2.93%

Safer dividend

SHEL

Grade B

Faster growth

SHEL

17.2%

Better value

LBRT

+38% upside

LBRT vs SHEL — FAQ

Is LBRT or SHEL a better dividend stock?

On the data, SHEL wins more head-to-head categories (7 vs 1). SHEL offers the higher yield (2.93%), while SHEL has the stronger dividend-safety score. The right pick depends on whether you prioritise income, safety or value.

Which has a higher dividend yield, LBRT or SHEL?

SHEL has the higher forward dividend yield at 2.93%, versus 2.17% for LBRT.

Is LBRT or SHEL safer?

SHEL has the higher dividend-safety score (74/100 vs 69/100), reflecting stronger payout coverage and dividend-growth history.

Is LBRT or SHEL better value right now?

As of Oct 19, 2026, LBRT looks like the better value: its fair-value estimate is 38% above its share price (undervalued). For SHEL, its fair-value estimate is 20% below its share price.

See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.