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:
0.23
KO:
1.27
SHEL:
0.42
KO:
1.85
SHEL:
1.05
KO:
1.24
SHEL:
0.25
KO:
1.31
SHEL:
0.60
KO:
2.92
SHEL:
6.84%
KO:
6.97%
SHEL:
17.85%
KO:
16.06%
SHEL:
-67.46%
KO:
-68.22%
SHEL:
-4.80%
KO:
-4.44%
Fundamentals
SHEL:
$214.80B
KO:
$314.94B
SHEL:
$5.06
KO:
$2.46
SHEL:
13.79
KO:
29.75
SHEL:
2.69
KO:
2.71
SHEL:
$211.83B
KO:
$35.76B
SHEL:
$39.88B
KO:
$21.67B
SHEL:
$41.36B
KO:
$11.30B
Returns By Period
The year-to-date returns for both investments are quite close, with SHEL having a 12.56% return and KO slightly higher at 13.15%. Over the past 10 years, SHEL has underperformed KO with an annualized return of 6.32%, while KO has yielded a comparatively higher 8.90% annualized return.
SHEL
12.56%
5.39%
4.10%
3.61%
18.62%
6.32%
KO
13.15%
0.52%
1.15%
21.45%
13.25%
8.90%
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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 3.98%, more than KO's 2.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 3.98% | 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 | 2.81% | 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 -68.22%. 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 5.88%, while The Coca-Cola Company (KO) has a volatility of 6.96%. 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