BP vs. SHELL.AS
Compare and contrast key facts about BP p.l.c. (BP) and Shell plc (SHELL.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BP or SHELL.AS.
Performance
BP vs. SHELL.AS - Performance Comparison
Returns By Period
In the year-to-date period, BP achieves a -13.58% return, which is significantly lower than SHELL.AS's 8.49% return. Over the past 10 years, BP has underperformed SHELL.AS with an annualized return of 2.24%, while SHELL.AS has yielded a comparatively higher 6.46% annualized return.
BP
-13.58%
-6.01%
-20.31%
-14.09%
-0.39%
2.24%
SHELL.AS
8.49%
2.62%
-3.69%
8.86%
6.99%
6.46%
Fundamentals
| BP | SHELL.AS | |
|---|---|---|
| Market Cap | $74.25B | €188.16B |
| EPS | $1.00 | €2.30 |
| PE Ratio | 28.16 | 13.32 |
| PEG Ratio | 13.74 | 2.53 |
| Total Revenue (TTM) | $190.73B | €296.76B |
| Gross Profit (TTM) | $31.16B | €43.15B |
| EBITDA (TTM) | $24.20B | €16.75B |
Key characteristics
| BP | SHELL.AS | |
|---|---|---|
| Sharpe Ratio | -0.67 | 0.38 |
| Sortino Ratio | -0.80 | 0.60 |
| Omega Ratio | 0.90 | 1.08 |
| Calmar Ratio | -0.54 | 0.46 |
| Martin Ratio | -1.32 | 1.16 |
| Ulcer Index | 10.66% | 5.41% |
| Daily Std Dev | 20.90% | 16.84% |
| Max Drawdown | -69.44% | -63.48% |
| Current Drawdown | -24.09% | -7.62% |
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Correlation
The correlation between BP and SHELL.AS is 0.52, 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.
Risk-Adjusted Performance
BP vs. SHELL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. (BP) 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
BP vs. SHELL.AS - Dividend Comparison
BP's dividend yield for the trailing twelve months is around 6.31%, more than SHELL.AS's 4.08% yield.
Drawdowns
BP vs. SHELL.AS - Drawdown Comparison
The maximum BP drawdown since its inception was -69.44%, which is greater than SHELL.AS's maximum drawdown of -63.48%. Use the drawdown chart below to compare losses from any high point for BP and SHELL.AS. For additional features, visit the drawdowns tool.
Volatility
BP vs. SHELL.AS - Volatility Comparison
BP p.l.c. (BP) has a higher volatility of 8.02% compared to Shell plc (SHELL.AS) at 5.45%. This indicates that BP'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
BP vs. SHELL.AS - Financials Comparison
This section allows you to compare key financial metrics between BP p.l.c. 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