SHEL vs. MCD
Compare and contrast key facts about Shell plc (SHEL) and McDonald's Corporation (MCD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHEL or MCD.
Key characteristics
| SHEL | MCD | |
|---|---|---|
| YTD Return | 9.01% | -6.92% |
| 1Y Return | 24.78% | -5.85% |
| 3Y Return (Ann) | 28.12% | 7.52% |
| 5Y Return (Ann) | 6.63% | 9.31% |
| 10Y Return (Ann) | 3.84% | 13.41% |
| Sharpe Ratio | 1.10 | -0.40 |
| Daily Std Dev | 18.51% | 14.24% |
| Max Drawdown | -67.46% | -73.62% |
| Current Drawdown | -3.17% | -8.17% |
Fundamentals
| SHEL | MCD | |
|---|---|---|
| Market Cap | $234.25B | $196.90B |
| EPS | $5.70 | $11.55 |
| PE Ratio | 12.85 | 23.64 |
| PEG Ratio | 3.19 | 1.93 |
| Revenue (TTM) | $316.62B | $25.49B |
| Gross Profit (TTM) | $97.31B | $13.21B |
| EBITDA (TTM) | $46.22B | $13.68B |
Correlation
The correlation between SHEL and MCD is 0.24, 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. MCD - Performance Comparison
In the year-to-date period, SHEL achieves a 9.01% return, which is significantly higher than MCD's -6.92% return. Over the past 10 years, SHEL has underperformed MCD with an annualized return of 3.84%, while MCD has yielded a comparatively higher 13.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SHEL vs. MCD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) and McDonald's Corporation (MCD). 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. MCD - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 3.65%, more than MCD's 2.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 3.65% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
MCD McDonald's Corporation | 2.32% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% |
Drawdowns
SHEL vs. MCD - Drawdown Comparison
The maximum SHEL drawdown since its inception was -67.46%, smaller than the maximum MCD drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for SHEL and MCD. For additional features, visit the drawdowns tool.
Volatility
SHEL vs. MCD - Volatility Comparison
Shell plc (SHEL) and McDonald's Corporation (MCD) have volatilities of 3.86% and 3.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SHEL vs. MCD - Financials Comparison
This section allows you to compare key financial metrics between Shell plc and McDonald's Corporation. 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