EQNR vs. SHEL
Compare and contrast key facts about Equinor ASA (EQNR) and Shell plc (SHEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQNR or SHEL.
Performance
EQNR vs. SHEL - Performance Comparison
Returns By Period
In the year-to-date period, EQNR achieves a -17.48% return, which is significantly lower than SHEL's 3.59% return.
EQNR
-17.48%
-0.79%
-13.79%
-19.44%
11.44%
N/A
SHEL
3.59%
-0.72%
-7.13%
5.51%
6.15%
4.29%
Fundamentals
| EQNR | SHEL | |
|---|---|---|
| Market Cap | $62.38B | $202.21B |
| EPS | $3.27 | $4.92 |
| PE Ratio | 6.89 | 13.33 |
| PEG Ratio | 3.57 | 2.49 |
| Total Revenue (TTM) | $104.81B | $290.55B |
| Gross Profit (TTM) | $35.07B | $42.07B |
| EBITDA (TTM) | $41.19B | $50.96B |
Key characteristics
| EQNR | SHEL | |
|---|---|---|
| Sharpe Ratio | -0.74 | 0.26 |
| Sortino Ratio | -0.90 | 0.45 |
| Omega Ratio | 0.89 | 1.06 |
| Calmar Ratio | -0.58 | 0.41 |
| Martin Ratio | -1.41 | 0.94 |
| Ulcer Index | 14.15% | 4.70% |
| Daily Std Dev | 26.81% | 17.07% |
| Max Drawdown | -66.92% | -67.46% |
| Current Drawdown | -29.87% | -9.45% |
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Correlation
The correlation between EQNR and SHEL is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
EQNR vs. SHEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equinor ASA (EQNR) 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
EQNR vs. SHEL - Dividend Comparison
EQNR's dividend yield for the trailing twelve months is around 9.60%, more than SHEL's 4.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNR Equinor ASA | 9.60% | 9.80% | 4.13% | 2.24% | 4.32% | 4.85% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHEL Shell plc | 4.20% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
Drawdowns
EQNR vs. SHEL - Drawdown Comparison
The maximum EQNR drawdown since its inception was -66.92%, roughly equal to the maximum SHEL drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for EQNR and SHEL. For additional features, visit the drawdowns tool.
Volatility
EQNR vs. SHEL - Volatility Comparison
Equinor ASA (EQNR) has a higher volatility of 10.43% compared to Shell plc (SHEL) at 4.94%. This indicates that EQNR'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
EQNR vs. SHEL - Financials Comparison
This section allows you to compare key financial metrics between Equinor ASA 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