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.
Correlation
The correlation between SHEL and MCD 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. MCD - Performance Comparison
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Key characteristics
SHEL:
-0.14
MCD:
0.88
SHEL:
-0.16
MCD:
1.38
SHEL:
0.98
MCD:
1.18
SHEL:
-0.29
MCD:
1.09
SHEL:
-0.67
MCD:
3.58
SHEL:
7.93%
MCD:
5.23%
SHEL:
23.03%
MCD:
20.26%
SHEL:
-67.46%
MCD:
-73.62%
SHEL:
-8.05%
MCD:
-2.12%
Fundamentals
SHEL:
$199.12B
MCD:
$220.72B
SHEL:
$4.38
MCD:
$11.29
SHEL:
15.32
MCD:
27.24
SHEL:
1.48
MCD:
2.73
SHEL:
0.71
MCD:
8.59
SHEL:
1.11
MCD:
0.00
SHEL:
$281.07B
MCD:
$25.71B
SHEL:
$42.59B
MCD:
$14.61B
SHEL:
$54.83B
MCD:
$13.88B
Returns By Period
The year-to-date returns for both investments are quite close, with SHEL having a 8.72% return and MCD slightly higher at 9.11%. Over the past 10 years, SHEL has underperformed MCD with an annualized return of 5.71%, while MCD has yielded a comparatively higher 15.26% annualized return.
SHEL
8.72%
7.34%
4.63%
-4.30%
21.97%
5.71%
MCD
9.11%
0.64%
6.58%
17.63%
15.27%
15.26%
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Risk-Adjusted Performance
SHEL vs. MCD — Risk-Adjusted Performance Rank
SHEL
MCD
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.
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Dividends
SHEL vs. MCD - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 5.19%, more than MCD's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 5.19% | 4.39% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% |
MCD McDonald's Corporation | 2.19% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% |
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.
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Volatility
SHEL vs. MCD - Volatility Comparison
Shell plc (SHEL) and McDonald's Corporation (MCD) have volatilities of 5.52% and 5.74%, 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.
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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
SHEL vs. MCD - 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%.
MCD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported a gross profit of 3.34B and revenue of 5.96B. Therefore, the gross margin over that period was 56.0%.
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%.
MCD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported an operating income of 2.65B and revenue of 5.96B, resulting in an operating margin of 44.5%.
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%.
MCD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported a net income of 1.87B and revenue of 5.96B, resulting in a net margin of 31.4%.