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.
Correlation
The correlation between SHEL and KO is 0.31, 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
Key characteristics
SHEL:
0.62
KO:
1.49
SHEL:
0.93
KO:
2.26
SHEL:
1.12
KO:
1.27
SHEL:
0.66
KO:
1.39
SHEL:
1.61
KO:
3.09
SHEL:
6.64%
KO:
6.97%
SHEL:
17.32%
KO:
14.48%
SHEL:
-67.46%
KO:
-68.21%
SHEL:
-5.50%
KO:
-2.64%
Fundamentals
SHEL:
$203.69B
KO:
$301.44B
SHEL:
$5.06
KO:
$2.46
SHEL:
13.36
KO:
28.48
SHEL:
2.60
KO:
2.93
SHEL:
$218.03B
KO:
$47.06B
SHEL:
$37.19B
KO:
$28.74B
SHEL:
$46.39B
KO:
$15.01B
Returns By Period
In the year-to-date period, SHEL achieves a 9.06% return, which is significantly lower than KO's 12.54% return. Over the past 10 years, SHEL has underperformed KO with an annualized return of 5.27%, while KO has yielded a comparatively higher 8.68% annualized return.
SHEL
9.06%
2.41%
-3.14%
10.60%
10.88%
5.27%
KO
12.54%
11.74%
2.18%
18.96%
6.38%
8.68%
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Risk-Adjusted Performance
SHEL vs. KO — Risk-Adjusted Performance Rank
SHEL
KO
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 4.11%, more than KO's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 4.11% | 4.39% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% |
KO The Coca-Cola Company | 2.77% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
SHEL vs. KO - Drawdown Comparison
The maximum SHEL drawdown since its inception was -67.46%, roughly equal to the maximum KO drawdown of -68.21%. 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
The current volatility for Shell plc (SHEL) is 5.62%, while The Coca-Cola Company (KO) has a volatility of 7.13%. This indicates that SHEL experiences smaller price fluctuations and is considered to be less risky 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