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.
Key characteristics
| EQNR | SHEL | |
|---|---|---|
| YTD Return | -14.96% | 10.10% |
| 1Y Return | -2.50% | 21.65% |
| 3Y Return (Ann) | 14.59% | 28.59% |
| 5Y Return (Ann) | 9.10% | 7.04% |
| 10Y Return (Ann) | 2.86% | 3.95% |
| Sharpe Ratio | -0.10 | 1.11 |
| Daily Std Dev | 28.96% | 18.51% |
| Max Drawdown | -68.34% | -67.46% |
| Current Drawdown | -30.52% | -2.20% |
Fundamentals
| EQNR | SHEL | |
|---|---|---|
| Market Cap | $81.03B | $234.25B |
| EPS | $3.93 | $5.70 |
| PE Ratio | 7.05 | 12.85 |
| PEG Ratio | 3.57 | 3.19 |
| Revenue (TTM) | $102.73B | $316.62B |
| Gross Profit (TTM) | $85.59B | $97.31B |
| EBITDA (TTM) | $39.50B | $46.22B |
Correlation
The correlation between EQNR and SHEL is 0.67, 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
EQNR vs. SHEL - Performance Comparison
In the year-to-date period, EQNR achieves a -14.96% return, which is significantly lower than SHEL's 10.10% return. Over the past 10 years, EQNR has underperformed SHEL with an annualized return of 2.86%, while SHEL has yielded a comparatively higher 3.95% 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
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 5.43%, more than SHEL's 3.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNR Equinor ASA | 5.43% | 5.83% | 4.13% | 2.24% | 4.32% | 4.85% | 3.13% | 2.99% | 3.54% | 4.85% | 7.34% | 3.56% |
SHEL Shell plc | 3.61% | 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 -68.34%, 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 5.38% compared to Shell plc (SHEL) at 4.48%. 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