SHEL vs TS: Which Is the Better Dividend Stock?
As of September 2026, TS (Tenaris S.A.) screens as the stronger dividend stock, winning 4 of 7 head-to-head metrics. TS offers the higher yield at 4.25%, SHEL has the higher dividend-safety score, and TS trades at the larger discount to fair value (+70%).
| Metric | SHEL | TS |
|---|---|---|
| Forward yield | 3.35% | 4.25% |
| Annual dividend | $3.12 | $2.38 |
| Payout ratio | 33% | 48% |
| Years of growth | 5 yr | 5 yr |
| 5-yr dividend growth | 17.2% | 51.6% |
| 5-yr total return | 106% | 152% |
| Dividend safety score | 74 (B) | 49 (D) |
| Fair value estimate | $87.17 | $95.58 |
| Upside to fair value | -8% | +70% |
| Frequency | quarterly | semiannual |
| Market cap | $268.1B | $28.0B |
| P/E ratio | 10.4 | 15.0 |
Higher yield
TS
4.25%
Safer dividend
SHEL
Grade B
Faster growth
TS
51.6%
Better value
TS
+70% upside
SHEL vs TS — FAQ
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