AED.BR vs. SHELL.AS
Compare and contrast key facts about Aedifica SA (AED.BR) and Shell plc (SHELL.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AED.BR or SHELL.AS.
Key characteristics
| AED.BR | SHELL.AS | |
|---|---|---|
| YTD Return | -6.99% | 15.47% |
| 1Y Return | -12.74% | 27.93% |
| 3Y Return (Ann) | -12.81% | 33.21% |
| 5Y Return (Ann) | -0.87% | 8.33% |
| 10Y Return (Ann) | 8.33% | 7.70% |
| Sharpe Ratio | -0.46 | 1.90 |
| Daily Std Dev | 28.22% | 17.79% |
| Max Drawdown | -56.96% | -63.48% |
| Current Drawdown | -47.00% | -1.53% |
Fundamentals
| AED.BR | SHELL.AS | |
|---|---|---|
| Market Cap | €2.78B | €214.34B |
| EPS | €0.56 | €2.68 |
| PE Ratio | 104.46 | 12.49 |
| PEG Ratio | 0.00 | 3.26 |
| Revenue (TTM) | €321.11M | €316.62B |
| Gross Profit (TTM) | €264.80M | €97.31B |
| EBITDA (TTM) | €269.20M | €46.22B |
Correlation
The correlation between AED.BR and SHELL.AS is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AED.BR vs. SHELL.AS - Performance Comparison
In the year-to-date period, AED.BR achieves a -6.99% return, which is significantly lower than SHELL.AS's 15.47% return. Over the past 10 years, AED.BR has outperformed SHELL.AS with an annualized return of 8.33%, while SHELL.AS has yielded a comparatively lower 7.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AED.BR vs. SHELL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aedifica SA (AED.BR) and Shell plc (SHELL.AS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AED.BR vs. SHELL.AS - Dividend Comparison
AED.BR's dividend yield for the trailing twelve months is around 6.42%, more than SHELL.AS's 3.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AED.BR Aedifica SA | 6.42% | 5.97% | 4.85% | 1.83% | 4.02% | 6.85% | 6.70% | 2.88% | 2.98% | 6.79% | 3.23% | 1.92% |
SHELL.AS Shell plc | 3.51% | 3.86% | 3.56% | 3.61% | 5.72% | 6.43% | 6.24% | 5.96% | 6.55% | 8.08% | 5.12% | 5.18% |
Drawdowns
AED.BR vs. SHELL.AS - Drawdown Comparison
The maximum AED.BR drawdown since its inception was -56.96%, smaller than the maximum SHELL.AS drawdown of -63.48%. Use the drawdown chart below to compare losses from any high point for AED.BR and SHELL.AS. For additional features, visit the drawdowns tool.
Volatility
AED.BR vs. SHELL.AS - Volatility Comparison
Aedifica SA (AED.BR) has a higher volatility of 6.54% compared to Shell plc (SHELL.AS) at 5.37%. This indicates that AED.BR's price experiences larger fluctuations and is considered to be riskier than SHELL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AED.BR vs. SHELL.AS - Financials Comparison
This section allows you to compare key financial metrics between Aedifica SA and Shell plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities