SHEL vs. EQNR
Compare and contrast key facts about Shell plc (SHEL) and Equinor ASA (EQNR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHEL or EQNR.
Performance
SHEL vs. EQNR - Performance Comparison
Returns By Period
In the year-to-date period, SHEL achieves a 3.59% return, which is significantly higher than EQNR's -17.48% return.
SHEL
3.59%
-0.72%
-7.13%
5.51%
6.15%
4.29%
EQNR
-17.48%
-0.79%
-13.79%
-19.44%
11.44%
N/A
Fundamentals
| SHEL | EQNR | |
|---|---|---|
| Market Cap | $202.21B | $62.38B |
| EPS | $4.92 | $3.27 |
| PE Ratio | 13.33 | 6.89 |
| PEG Ratio | 2.49 | 3.57 |
| Total Revenue (TTM) | $290.55B | $104.81B |
| Gross Profit (TTM) | $42.07B | $35.07B |
| EBITDA (TTM) | $50.96B | $41.19B |
Key characteristics
| SHEL | EQNR | |
|---|---|---|
| Sharpe Ratio | 0.26 | -0.74 |
| Sortino Ratio | 0.45 | -0.90 |
| Omega Ratio | 1.06 | 0.89 |
| Calmar Ratio | 0.41 | -0.58 |
| Martin Ratio | 0.94 | -1.41 |
| Ulcer Index | 4.70% | 14.15% |
| Daily Std Dev | 17.07% | 26.81% |
| Max Drawdown | -67.46% | -66.92% |
| Current Drawdown | -9.45% | -29.87% |
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Correlation
The correlation between SHEL and EQNR is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
SHEL vs. EQNR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) and Equinor ASA (EQNR). 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. EQNR - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 4.20%, less than EQNR's 9.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 4.20% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
EQNR Equinor ASA | 9.60% | 9.80% | 4.13% | 2.24% | 4.32% | 4.85% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHEL vs. EQNR - Drawdown Comparison
The maximum SHEL drawdown since its inception was -67.46%, roughly equal to the maximum EQNR drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for SHEL and EQNR. For additional features, visit the drawdowns tool.
Volatility
SHEL vs. EQNR - Volatility Comparison
The current volatility for Shell plc (SHEL) is 4.94%, while Equinor ASA (EQNR) has a volatility of 10.43%. This indicates that SHEL experiences smaller price fluctuations and is considered to be less risky than EQNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SHEL vs. EQNR - Financials Comparison
This section allows you to compare key financial metrics between Shell plc and Equinor ASA. 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