SHEL vs. KO
Compare and contrast key facts about Shell plc (SHEL) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHEL or KO.
Key characteristics
| SHEL | KO | |
|---|---|---|
| YTD Return | 10.10% | 5.66% |
| 1Y Return | 21.65% | -0.87% |
| 3Y Return (Ann) | 28.59% | 7.84% |
| 5Y Return (Ann) | 7.04% | 8.34% |
| 10Y Return (Ann) | 3.95% | 7.57% |
| Sharpe Ratio | 1.11 | -0.05 |
| Daily Std Dev | 18.51% | 13.18% |
| Max Drawdown | -67.46% | -68.23% |
| Current Drawdown | -2.20% | -0.88% |
Fundamentals
| SHEL | KO | |
|---|---|---|
| Market Cap | $234.25B | $266.17B |
| EPS | $5.70 | $2.47 |
| PE Ratio | 12.85 | 25.00 |
| PEG Ratio | 3.19 | 2.93 |
| Revenue (TTM) | $316.62B | $45.75B |
| Gross Profit (TTM) | $97.31B | $25.00B |
| EBITDA (TTM) | $46.22B | $14.44B |
Correlation
The correlation between SHEL and KO is 0.28, 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. KO - Performance Comparison
In the year-to-date period, SHEL achieves a 10.10% return, which is significantly higher than KO's 5.66% return. Over the past 10 years, SHEL has underperformed KO with an annualized return of 3.95%, while KO has yielded a comparatively higher 7.57% 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. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) and The Coca-Cola Company (KO). 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. KO - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 3.61%, more than KO's 3.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 3.61% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
KO The Coca-Cola Company | 3.02% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
SHEL vs. KO - Drawdown Comparison
The maximum SHEL drawdown since its inception was -67.46%, roughly equal to the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for SHEL and KO. For additional features, visit the drawdowns tool.
Volatility
SHEL vs. KO - Volatility Comparison
Shell plc (SHEL) has a higher volatility of 4.48% compared to The Coca-Cola Company (KO) at 3.96%. This indicates that SHEL's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SHEL vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Shell plc and The Coca-Cola Company. 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