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:
0.82
KO:
0.60
SHEL:
1.17
KO:
0.94
SHEL:
1.16
KO:
1.11
SHEL:
0.85
KO:
0.50
SHEL:
2.23
KO:
1.24
SHEL:
6.20%
KO:
6.25%
SHEL:
16.89%
KO:
12.94%
SHEL:
-67.46%
KO:
-68.21%
SHEL:
-7.73%
KO:
-12.86%
Fundamentals
SHEL:
$202.20B
KO:
$270.14B
SHEL:
$4.94
KO:
$2.41
SHEL:
13.51
KO:
26.02
SHEL:
2.56
KO:
2.62
SHEL:
$218.03B
KO:
$35.52B
SHEL:
$37.19B
KO:
$21.81B
SHEL:
$46.39B
KO:
$12.30B
Returns By Period
In the year-to-date period, SHEL achieves a 6.50% return, which is significantly higher than KO's 0.72% return. Over the past 10 years, SHEL has underperformed KO with an annualized return of 5.34%, while KO has yielded a comparatively higher 7.18% annualized return.
SHEL
6.50%
10.04%
-5.79%
13.22%
6.93%
5.34%
KO
0.72%
-0.22%
-2.56%
7.42%
5.17%
7.18%
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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 4.12%, more than KO's 3.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 4.12% | 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 | 3.09% | 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
Shell plc (SHEL) has a higher volatility of 4.63% compared to The Coca-Cola Company (KO) at 3.69%. 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