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:
-0.14
KO:
0.75
SHEL:
-0.08
KO:
1.15
SHEL:
0.99
KO:
1.14
SHEL:
-0.15
KO:
0.66
SHEL:
-0.43
KO:
1.96
SHEL:
5.66%
KO:
4.96%
SHEL:
17.16%
KO:
12.93%
SHEL:
-67.46%
KO:
-68.21%
SHEL:
-16.15%
KO:
-12.67%
Fundamentals
SHEL:
$189.09B
KO:
$273.11B
SHEL:
$4.92
KO:
$2.41
SHEL:
12.58
KO:
26.31
SHEL:
2.35
KO:
2.64
SHEL:
$290.55B
KO:
$46.37B
SHEL:
$42.07B
KO:
$28.02B
SHEL:
$51.97B
KO:
$15.46B
Returns By Period
In the year-to-date period, SHEL achieves a -4.07% return, which is significantly lower than KO's 9.91% return. Over the past 10 years, SHEL has underperformed KO with an annualized return of 3.70%, while KO has yielded a comparatively higher 7.51% annualized return.
SHEL
-4.07%
-8.58%
-11.04%
-3.63%
5.03%
3.70%
KO
9.91%
2.37%
1.81%
10.10%
5.97%
7.51%
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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 4.54%, more than KO's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 4.54% | 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 | 3.09% | 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 -68.21%. 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
Shell plc (SHEL) has a higher volatility of 5.17% compared to The Coca-Cola Company (KO) at 4.46%. 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