HEIA.AS vs. SHELL.AS
Compare and contrast key facts about Heineken N.V. (HEIA.AS) and Shell plc (SHELL.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEIA.AS or SHELL.AS.
Key characteristics
HEIA.AS | SHELL.AS | |
---|---|---|
YTD Return | -0.35% | 14.49% |
1Y Return | -11.72% | 32.33% |
3Y Return (Ann) | -0.84% | 32.63% |
5Y Return (Ann) | 0.29% | 7.70% |
10Y Return (Ann) | 7.83% | 7.16% |
Sharpe Ratio | -0.66 | 1.58 |
Daily Std Dev | 18.19% | 16.99% |
Max Drawdown | -58.39% | -63.48% |
Current Drawdown | -12.39% | -2.37% |
Fundamentals
HEIA.AS | SHELL.AS | |
---|---|---|
Market Cap | €51.50B | €217.69B |
EPS | €4.09 | €2.66 |
PE Ratio | 22.35 | 12.80 |
PEG Ratio | 1.19 | 3.26 |
Revenue (TTM) | €30.36B | €316.62B |
Gross Profit (TTM) | €10.34B | €97.31B |
EBITDA (TTM) | €5.70B | €46.22B |
Correlation
The correlation between HEIA.AS and SHELL.AS is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HEIA.AS vs. SHELL.AS - Performance Comparison
In the year-to-date period, HEIA.AS achieves a -0.35% return, which is significantly lower than SHELL.AS's 14.49% return. Over the past 10 years, HEIA.AS has outperformed SHELL.AS with an annualized return of 7.83%, while SHELL.AS has yielded a comparatively lower 7.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HEIA.AS vs. SHELL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heineken N.V. (HEIA.AS) 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
HEIA.AS vs. SHELL.AS - Dividend Comparison
HEIA.AS's dividend yield for the trailing twelve months is around 1.91%, less than SHELL.AS's 3.54% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Heineken N.V. | 1.91% | 2.09% | 1.66% | 0.99% | 1.14% | 1.74% | 1.97% | 1.56% | 1.94% | 1.50% | 1.51% | 1.87% |
Shell plc | 3.54% | 3.86% | 3.56% | 3.61% | 5.72% | 6.43% | 6.24% | 5.96% | 6.55% | 8.08% | 5.12% | 5.18% |
Drawdowns
HEIA.AS vs. SHELL.AS - Drawdown Comparison
The maximum HEIA.AS drawdown since its inception was -58.39%, smaller than the maximum SHELL.AS drawdown of -63.48%. Use the drawdown chart below to compare losses from any high point for HEIA.AS and SHELL.AS. For additional features, visit the drawdowns tool.
Volatility
HEIA.AS vs. SHELL.AS - Volatility Comparison
Heineken N.V. (HEIA.AS) and Shell plc (SHELL.AS) have volatilities of 4.75% and 4.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEIA.AS vs. SHELL.AS - Financials Comparison
This section allows you to compare key financial metrics between Heineken N.V. 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