BNZL.L vs. SHEL
BNZL.L (Bunzl plc) and SHEL (Shell plc) are both stocks. BNZL.L operates in Food Distribution (Consumer Defensive), while SHEL operates in Oil & Gas Integrated (Energy). Over the past 10 years, BNZL.L returned 3.94%/yr vs 10.76%/yr for SHEL. At a 0.21 correlation, their price movements are largely independent.
Performance
BNZL.L vs. SHEL - Performance Comparison
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Different Trading Currencies
BNZL.L is traded in GBp, while SHEL is traded in USD. To make them comparable, the SHEL values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BNZL.L achieves a 22.86% return, which is significantly higher than SHEL's 21.27% return. Over the past 10 years, BNZL.L has underperformed SHEL with an annualized return of 3.94%, while SHEL has yielded a comparatively higher 10.76% annualized return.
BNZL.L
- 1D
- 0.97%
- 1M
- 6.54%
- YTD
- 22.86%
- 6M
- 19.63%
- 1Y
- 13.18%
- 3Y*
- -4.35%
- 5Y*
- 3.93%
- 10Y*
- 3.94%
SHEL
- 1D
- 1.43%
- 1M
- 6.38%
- YTD
- 21.27%
- 6M
- 21.19%
- 1Y
- 34.10%
- 3Y*
- 16.37%
- 5Y*
- 24.40%
- 10Y*
- 10.76%
BNZL.L vs. SHEL - Yearly Performance Comparison
Correlation
The correlation between BNZL.L and SHEL is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.21 |
Over the past year, the correlation between BNZL.L and SHEL has dropped to 0.01 - well below their long-term average of 0.21, suggesting their price drivers have been diverging.
Fundamentals
BNZL.L:
£8.13B
SHEL:
$247.11B
BNZL.L:
£2.93
SHEL:
$6.39
BNZL.L:
8.50
SHEL:
13.55
BNZL.L:
4.95
SHEL:
0.68
BNZL.L:
0.35
SHEL:
0.95
BNZL.L:
2.92
SHEL:
1.42
BNZL.L:
£23.62B
SHEL:
$266.82B
BNZL.L:
£3.39B
SHEL:
$41.65B
BNZL.L:
£2.30B
SHEL:
$57.44B
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Return for Risk
BNZL.L vs. SHEL — Risk / Return Rank
BNZL.L
SHEL
BNZL.L vs. SHEL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bunzl plc (BNZL.L) and Shell plc (SHEL). 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.
| BNZL.L | SHEL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.28 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.63 | -2.05 |
| Martin ratioReturn relative to average drawdown | 1.14 | 7.22 | -6.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BNZL.L | SHEL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.61 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 1.01 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.36 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.26 | +0.15 |
Drawdowns
BNZL.L vs. SHEL - Drawdown Comparison
The maximum BNZL.L drawdown since its inception was -49.05%, smaller than the maximum SHEL drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for BNZL.L and SHEL.
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Drawdown Indicators
| BNZL.L | SHEL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.05% | -67.04% | +17.99% |
Max Drawdown (1Y)Largest decline over 1 year | -22.45% | -13.00% | -9.45% |
Max Drawdown (3Y)Largest decline over 3 years | -44.50% | -18.89% | -25.61% |
Max Drawdown (5Y)Largest decline over 5 years | -44.50% | -20.17% | -24.33% |
Max Drawdown (10Y)Largest decline over 10 years | -49.05% | -67.04% | +17.99% |
Current DrawdownCurrent decline from peak | -28.84% | -7.45% | -21.39% |
Average DrawdownAverage peak-to-trough decline | -9.17% | -13.36% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.50% | 4.73% | +6.77% |
Volatility
BNZL.L vs. SHEL - Volatility Comparison
Bunzl plc (BNZL.L) has a higher volatility of 7.51% compared to Shell plc (SHEL) at 5.63%. This indicates that BNZL.L's price experiences larger fluctuations and is considered to be riskier than SHEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNZL.L | SHEL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 5.63% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 15.88% | 17.42% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.81% | 21.36% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.84% | 24.17% | -1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.08% | 29.95% | -6.87% |
Dividends
BNZL.L vs. SHEL - Dividend Comparison
BNZL.L's dividend yield for the trailing twelve months is around 2.97%, less than SHEL's 3.41% yield.
Financials
BNZL.L vs. SHEL - Financials Comparison
This section allows you to compare key financial metrics between Bunzl plc 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
BNZL.L vs. SHEL - Profitability Comparison
BNZL.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a gross profit of -202.25M and revenue of 8.97B. Therefore, the gross margin over that period was -2.3%.
SHEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shell plc reported a gross profit of 13.31B and revenue of 69.57B. Therefore, the gross margin over that period was 19.1%.
BNZL.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported an operating income of 585.05M and revenue of 8.97B, resulting in an operating margin of 6.5%.
SHEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shell plc reported an operating income of 10.35B and revenue of 69.57B, resulting in an operating margin of 14.9%.
BNZL.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a net income of 368.25M and revenue of 8.97B, resulting in a net margin of 4.1%.
SHEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shell plc reported a net income of 5.68B and revenue of 69.57B, resulting in a net margin of 8.2%.
Frequently Asked Questions
BNZL.L and SHEL have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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