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.
Correlation
The correlation between SHEL and BAC is 0.53, 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
SHEL vs. BAC - Performance Comparison
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Key characteristics
SHEL:
-0.28
BAC:
0.42
SHEL:
-0.18
BAC:
0.80
SHEL:
0.97
BAC:
1.12
SHEL:
-0.31
BAC:
0.48
SHEL:
-0.71
BAC:
1.44
SHEL:
7.90%
BAC:
9.13%
SHEL:
23.01%
BAC:
28.69%
SHEL:
-67.46%
BAC:
-93.45%
SHEL:
-9.74%
BAC:
-11.91%
Fundamentals
SHEL:
$196.54B
BAC:
$314.76B
SHEL:
$4.38
BAC:
$3.35
SHEL:
15.10
BAC:
12.47
SHEL:
2.51
BAC:
1.57
SHEL:
0.70
BAC:
3.23
SHEL:
1.08
BAC:
1.14
SHEL:
$281.07B
BAC:
$123.06B
SHEL:
$42.59B
BAC:
$78.30B
SHEL:
$54.83B
BAC:
$65.96B
Returns By Period
In the year-to-date period, SHEL achieves a 6.72% return, which is significantly higher than BAC's -4.31% return. Over the past 10 years, SHEL has underperformed BAC with an annualized return of 5.32%, while BAC has yielded a comparatively higher 12.14% annualized return.
SHEL
6.72%
10.66%
0.76%
-7.07%
19.76%
5.32%
BAC
-4.31%
16.57%
-6.30%
11.37%
16.00%
12.14%
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Risk-Adjusted Performance
SHEL vs. BAC — Risk-Adjusted Performance Rank
SHEL
BAC
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.
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Dividends
SHEL vs. BAC - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 4.20%, more than BAC's 2.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 4.20% | 4.39% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% |
BAC Bank of America Corporation | 2.44% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% |
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.
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Volatility
SHEL vs. BAC - Volatility Comparison
Shell plc (SHEL) has a higher volatility of 9.64% compared to Bank of America Corporation (BAC) at 7.69%. This indicates that SHEL's price experiences larger fluctuations and is considered to be riskier than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
SHEL vs. BAC - Profitability Comparison
SHEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Shell plc reported a gross profit of 12.71B and revenue of 69.23B. Therefore, the gross margin over that period was 18.4%.
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported a gross profit of 27.37B and revenue of 46.99B. Therefore, the gross margin over that period was 58.2%.
SHEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Shell plc reported an operating income of 9.47B and revenue of 69.23B, resulting in an operating margin of 13.7%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported an operating income of 9.60B and revenue of 46.99B, resulting in an operating margin of 20.4%.
SHEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Shell plc reported a net income of 4.78B and revenue of 69.23B, resulting in a net margin of 6.9%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bank of America Corporation reported a net income of 7.40B and revenue of 46.99B, resulting in a net margin of 15.7%.