CVX vs. SHEL
Compare and contrast key facts about Chevron Corporation (CVX) and Shell plc (SHEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVX or SHEL.
Correlation
The correlation between CVX and SHEL is 0.53, 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
CVX vs. SHEL - Performance Comparison
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Key characteristics
CVX:
-0.36
SHEL:
-0.14
CVX:
-0.36
SHEL:
-0.16
CVX:
0.95
SHEL:
0.98
CVX:
-0.45
SHEL:
-0.29
CVX:
-1.13
SHEL:
-0.67
CVX:
8.65%
SHEL:
7.93%
CVX:
25.14%
SHEL:
23.03%
CVX:
-55.77%
SHEL:
-67.46%
CVX:
-16.97%
SHEL:
-8.05%
Fundamentals
CVX:
$246.58B
SHEL:
$199.12B
CVX:
$8.71
SHEL:
$4.38
CVX:
16.27
SHEL:
15.32
CVX:
3.86
SHEL:
1.48
CVX:
1.26
SHEL:
0.71
CVX:
1.65
SHEL:
1.11
CVX:
$194.44B
SHEL:
$281.07B
CVX:
$53.54B
SHEL:
$42.59B
CVX:
$43.57B
SHEL:
$54.83B
Returns By Period
In the year-to-date period, CVX achieves a -0.69% return, which is significantly lower than SHEL's 8.72% return. Over the past 10 years, CVX has outperformed SHEL with an annualized return of 7.34%, while SHEL has yielded a comparatively lower 5.71% annualized return.
CVX
-0.69%
5.74%
-10.19%
-8.98%
14.82%
7.34%
SHEL
8.72%
7.34%
4.63%
-4.30%
21.97%
5.71%
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Risk-Adjusted Performance
CVX vs. SHEL — Risk-Adjusted Performance Rank
CVX
SHEL
CVX vs. SHEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chevron Corporation (CVX) 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.
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Dividends
CVX vs. SHEL - Dividend Comparison
CVX's dividend yield for the trailing twelve months is around 4.64%, less than SHEL's 5.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVX Chevron Corporation | 4.64% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% |
SHEL Shell plc | 5.19% | 4.39% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% |
Drawdowns
CVX vs. SHEL - Drawdown Comparison
The maximum CVX drawdown since its inception was -55.77%, smaller than the maximum SHEL drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for CVX and SHEL. For additional features, visit the drawdowns tool.
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Volatility
CVX vs. SHEL - Volatility Comparison
Chevron Corporation (CVX) has a higher volatility of 6.77% compared to Shell plc (SHEL) at 5.52%. This indicates that CVX'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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Financials
CVX vs. SHEL - Financials Comparison
This section allows you to compare key financial metrics between Chevron Corporation 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
CVX vs. SHEL - Profitability Comparison
CVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a gross profit of 11.36B and revenue of 47.61B. Therefore, the gross margin over that period was 23.9%.
SHEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Shell plc reported a gross profit of 12.71B and revenue of 69.23B. Therefore, the gross margin over that period was 18.4%.
CVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported an operating income of -1.85B and revenue of 47.61B, resulting in an operating margin of -3.9%.
SHEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Shell plc reported an operating income of 9.47B and revenue of 69.23B, resulting in an operating margin of 13.7%.
CVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a net income of 3.51B and revenue of 47.61B, resulting in a net margin of 7.4%.
SHEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Shell plc reported a net income of 4.78B and revenue of 69.23B, resulting in a net margin of 6.9%.