SHEL vs. AAPL
SHEL (Shell plc) and AAPL (Apple Inc) are both stocks. SHEL operates in Oil & Gas Integrated (Energy), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, SHEL returned 10.35%/yr vs 29.36%/yr for AAPL. At a 0.26 correlation, their price movements are largely independent.
Performance
SHEL vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, SHEL achieves a 18.73% return, which is significantly higher than AAPL's 7.29% return. Over the past 10 years, SHEL has underperformed AAPL with an annualized return of 10.35%, while AAPL has yielded a comparatively higher 29.36% annualized return.
SHEL
- 1D
- -0.22%
- 1M
- 1.77%
- YTD
- 18.73%
- 6M
- 20.62%
- 1Y
- 24.51%
- 3Y*
- 18.27%
- 5Y*
- 22.23%
- 10Y*
- 10.35%
AAPL
- 1D
- -1.52%
- 1M
- -2.59%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 46.73%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
SHEL vs. AAPL - Yearly Performance Comparison
Correlation
The correlation between SHEL and AAPL is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2005 | 0.26 |
The correlation between SHEL and AAPL shifts across timeframes, from -0.03 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SHEL:
$244.29B
AAPL:
$4.30T
SHEL:
$6.39
AAPL:
$8.24
SHEL:
13.40
AAPL:
35.35
SHEL:
0.67
AAPL:
4.65
SHEL:
0.94
AAPL:
9.60
SHEL:
1.41
AAPL:
40.37
SHEL:
$266.82B
AAPL:
$451.44B
SHEL:
$41.65B
AAPL:
$216.07B
SHEL:
$57.44B
AAPL:
$153.63B
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Return for Risk
SHEL vs. AAPL — Risk / Return Rank
SHEL
AAPL
SHEL vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) and Apple Inc (AAPL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SHEL | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.38 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 3.40 | -1.13 |
| Martin ratioReturn relative to average drawdown | 6.17 | 8.47 | -2.31 |
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Drawdowns
SHEL vs. AAPL - Drawdown Comparison
The maximum SHEL drawdown since its inception was -71.57%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for SHEL and AAPL.
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Drawdown Indicators
| SHEL | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.57% | -81.80% | +10.23% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -13.80% | +2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -18.47% | -33.36% | +14.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.04% | -33.36% | +8.32% |
Max Drawdown (10Y)Largest decline over 10 years | -71.57% | -38.52% | -33.05% |
Current DrawdownCurrent decline from peak | -8.19% | -7.64% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -16.73% | -29.59% | +12.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 5.53% | -1.54% |
Volatility
SHEL vs. AAPL - Volatility Comparison
The current volatility for Shell plc (SHEL) is 5.99%, while Apple Inc (AAPL) has a volatility of 6.73%. This indicates that SHEL experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHEL | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 6.73% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 17.43% | 16.53% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.98% | 22.64% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.21% | 27.52% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.83% | 28.92% | +1.91% |
Dividends
SHEL vs. AAPL - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 3.45%, more than AAPL's 0.36% yield.
Financials
SHEL vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Shell plc and Apple Inc. 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
SHEL vs. AAPL - Profitability Comparison
SHEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shell plc reported a gross profit of 13.31B and revenue of 69.57B. Therefore, the gross margin over that period was 19.1%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
SHEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shell plc reported an operating income of 10.35B and revenue of 69.57B, resulting in an operating margin of 14.9%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
SHEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shell plc reported a net income of 5.68B and revenue of 69.57B, resulting in a net margin of 8.2%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
SHEL and AAPL have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (6.73%) compared to SHEL (5.99%). In terms of maximum drawdown, SHEL dropped -71.57% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.07 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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