BP.L vs. SHEL
Compare and contrast key facts about BP plc (BP.L) and Shell plc (SHEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BP.L or SHEL.
Key characteristics
| BP.L | SHEL | |
|---|---|---|
| YTD Return | 5.43% | 11.55% |
| 1Y Return | 2.30% | 24.77% |
| 3Y Return (Ann) | 15.82% | 26.22% |
| 5Y Return (Ann) | -2.37% | 6.80% |
| 10Y Return (Ann) | -0.23% | 4.06% |
| Sharpe Ratio | 0.10 | 1.37 |
| Daily Std Dev | 20.57% | 17.84% |
| Max Drawdown | -72.57% | -67.46% |
| Current Drawdown | -30.17% | -2.11% |
Fundamentals
| BP.L | SHEL | |
|---|---|---|
| Market Cap | £84.91B | $236.43B |
| EPS | £0.43 | $5.46 |
| PE Ratio | 11.77 | 13.57 |
| PEG Ratio | 13.64 | 3.19 |
| Revenue (TTM) | £201.08B | $302.14B |
| Gross Profit (TTM) | £70.17B | $97.31B |
| EBITDA (TTM) | £38.02B | $42.66B |
Correlation
The correlation between BP.L and SHEL is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BP.L vs. SHEL - Performance Comparison
In the year-to-date period, BP.L achieves a 5.43% return, which is significantly lower than SHEL's 11.55% return. Over the past 10 years, BP.L has underperformed SHEL with an annualized return of -0.23%, while SHEL has yielded a comparatively higher 4.06% 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
BP.L vs. SHEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BP plc (BP.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.
Dividends
BP.L vs. SHEL - Dividend Comparison
BP.L's dividend yield for the trailing twelve months is around 0.06%, less than SHEL's 3.75% yield.
Drawdowns
BP.L vs. SHEL - Drawdown Comparison
The maximum BP.L drawdown since its inception was -72.57%, which is greater than SHEL's maximum drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for BP.L and SHEL. For additional features, visit the drawdowns tool.
Volatility
BP.L vs. SHEL - Volatility Comparison
BP plc (BP.L) has a higher volatility of 4.42% compared to Shell plc (SHEL) at 4.08%. This indicates that BP.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.
Financials
BP.L vs. SHEL - Financials Comparison
This section allows you to compare key financial metrics between BP 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