SHEL vs. BAC
Compare and contrast key facts about Shell plc (SHEL) and Bank of America Corporation (BAC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHEL or BAC.
Key characteristics
SHEL | BAC | |
---|---|---|
YTD Return | 12.34% | 12.31% |
1Y Return | 22.93% | 32.31% |
3Y Return (Ann) | 29.51% | -0.05% |
5Y Return (Ann) | 7.81% | 7.04% |
10Y Return (Ann) | 4.16% | 11.64% |
Sharpe Ratio | 1.38 | 1.40 |
Daily Std Dev | 18.43% | 24.32% |
Max Drawdown | -67.46% | -93.45% |
Current Drawdown | -0.20% | -19.20% |
Fundamentals
SHEL | BAC | |
---|---|---|
Market Cap | $234.25B | $297.60B |
EPS | $5.70 | $2.90 |
PE Ratio | 12.85 | 13.04 |
PEG Ratio | 3.19 | 3.69 |
Revenue (TTM) | $316.62B | $93.36B |
Gross Profit (TTM) | $97.31B | $92.41B |
Correlation
The correlation between SHEL and BAC is 0.33, 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
SHEL vs. BAC - Performance Comparison
The year-to-date returns for both stocks are quite close, with SHEL having a 12.34% return and BAC slightly lower at 12.31%. Over the past 10 years, SHEL has underperformed BAC with an annualized return of 4.16%, while BAC has yielded a comparatively higher 11.64% 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
SHEL vs. BAC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) and Bank of America Corporation (BAC). 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
SHEL vs. BAC - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 3.54%, more than BAC's 2.50% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Shell plc | 3.54% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
Bank of America Corporation | 2.50% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% | 0.26% |
Drawdowns
SHEL vs. BAC - Drawdown Comparison
The maximum SHEL drawdown since its inception was -67.46%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for SHEL and BAC. For additional features, visit the drawdowns tool.
Volatility
SHEL vs. BAC - Volatility Comparison
The current volatility for Shell plc (SHEL) is 3.91%, while Bank of America Corporation (BAC) has a volatility of 7.55%. This indicates that SHEL experiences smaller price fluctuations and is considered to be less risky than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SHEL vs. BAC - Financials Comparison
This section allows you to compare key financial metrics between Shell plc and Bank of America Corporation. 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