SHELL.AS vs. BP
Compare and contrast key facts about Shell plc (SHELL.AS) and BP p.l.c. (BP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHELL.AS or BP.
Key characteristics
| SHELL.AS | BP | |
|---|---|---|
| YTD Return | 12.65% | 8.46% |
| 1Y Return | 23.09% | 9.40% |
| 3Y Return (Ann) | 29.90% | 16.99% |
| 5Y Return (Ann) | 7.00% | 3.03% |
| 10Y Return (Ann) | 6.79% | 2.84% |
| Sharpe Ratio | 1.29 | 0.46 |
| Daily Std Dev | 16.86% | 20.20% |
| Max Drawdown | -63.48% | -69.45% |
| Current Drawdown | -3.93% | -4.72% |
Fundamentals
| SHELL.AS | BP | |
|---|---|---|
| Market Cap | €219.58B | $105.79B |
| EPS | €2.53 | $3.24 |
| PE Ratio | 13.60 | 11.68 |
| PEG Ratio | 3.26 | 13.74 |
| Revenue (TTM) | €302.14B | $201.08B |
| Gross Profit (TTM) | €97.31B | $70.17B |
| EBITDA (TTM) | €42.66B | $38.02B |
Correlation
The correlation between SHELL.AS and BP is 0.52, 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
SHELL.AS vs. BP - Performance Comparison
In the year-to-date period, SHELL.AS achieves a 12.65% return, which is significantly higher than BP's 8.46% return. Over the past 10 years, SHELL.AS has outperformed BP with an annualized return of 6.79%, while BP has yielded a comparatively lower 2.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SHELL.AS vs. BP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHELL.AS) and BP p.l.c. (BP). 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
SHELL.AS vs. BP - Dividend Comparison
SHELL.AS's dividend yield for the trailing twelve months is around 3.78%, less than BP's 4.65% yield.
Drawdowns
SHELL.AS vs. BP - Drawdown Comparison
The maximum SHELL.AS drawdown since its inception was -63.48%, smaller than the maximum BP drawdown of -69.45%. Use the drawdown chart below to compare losses from any high point for SHELL.AS and BP. For additional features, visit the drawdowns tool.
Volatility
SHELL.AS vs. BP - Volatility Comparison
The current volatility for Shell plc (SHELL.AS) is 3.20%, while BP p.l.c. (BP) has a volatility of 5.74%. This indicates that SHELL.AS experiences smaller price fluctuations and is considered to be less risky than BP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SHELL.AS vs. BP - Financials Comparison
This section allows you to compare key financial metrics between Shell plc and BP p.l.c.. 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