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 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SHEL vs. KO - Performance Comparison
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Key characteristics
SHEL:
-0.22
KO:
0.70
SHEL:
-0.10
KO:
1.20
SHEL:
0.99
KO:
1.15
SHEL:
-0.23
KO:
0.84
SHEL:
-0.54
KO:
1.84
SHEL:
7.94%
KO:
7.05%
SHEL:
23.04%
KO:
16.72%
SHEL:
-67.46%
KO:
-68.22%
SHEL:
-7.75%
KO:
-6.68%
Fundamentals
SHEL:
$197.06B
KO:
$299.28B
SHEL:
$4.38
KO:
$2.49
SHEL:
15.16
KO:
27.92
SHEL:
1.46
KO:
2.75
SHEL:
0.70
KO:
6.38
SHEL:
1.10
KO:
11.89
SHEL:
$281.07B
KO:
$46.89B
SHEL:
$42.59B
KO:
$28.64B
SHEL:
$54.83B
KO:
$16.01B
Returns By Period
In the year-to-date period, SHEL achieves a 9.08% return, which is significantly lower than KO's 11.58% return. Over the past 10 years, SHEL has underperformed KO with an annualized return of 5.56%, while KO has yielded a comparatively higher 8.62% annualized return.
SHEL
9.08%
8.89%
5.32%
-5.12%
22.06%
5.56%
KO
11.58%
-3.46%
10.75%
11.71%
13.03%
8.62%
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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.
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Dividends
SHEL vs. KO - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 4.11%, more than KO's 2.85% 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 | 2.85% | 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.
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Volatility
SHEL vs. KO - Volatility Comparison
Shell plc (SHEL) has a higher volatility of 5.66% compared to The Coca-Cola Company (KO) at 4.79%. 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.
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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
SHEL vs. KO - Profitability Comparison
SHEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Shell plc reported a gross profit of 12.71B and revenue of 69.23B. Therefore, the gross margin over that period was 18.4%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.
SHEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Shell plc reported an operating income of 9.47B and revenue of 69.23B, resulting in an operating margin of 13.7%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.
SHEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Shell plc reported a net income of 4.78B and revenue of 69.23B, resulting in a net margin of 6.9%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.