SRE vs. SHELL.AS
Compare and contrast key facts about Sempra Energy (SRE) and Shell plc (SHELL.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRE or SHELL.AS.
Correlation
The correlation between SRE and SHELL.AS 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
SRE vs. SHELL.AS - Performance Comparison
Key characteristics
SRE:
0.25
SHELL.AS:
-0.50
SRE:
0.50
SHELL.AS:
-0.52
SRE:
1.09
SHELL.AS:
0.93
SRE:
0.25
SHELL.AS:
-0.49
SRE:
0.67
SHELL.AS:
-1.38
SRE:
11.56%
SHELL.AS:
7.69%
SRE:
30.54%
SHELL.AS:
21.01%
SRE:
-45.00%
SHELL.AS:
-63.48%
SRE:
-19.93%
SHELL.AS:
-15.02%
Fundamentals
SRE:
$48.58B
SHELL.AS:
€170.60B
SRE:
$4.42
SHELL.AS:
€2.23
SRE:
16.86
SHELL.AS:
12.85
SRE:
1.95
SHELL.AS:
2.50
SRE:
3.68
SHELL.AS:
0.60
SRE:
1.60
SHELL.AS:
1.08
SRE:
$9.55B
SHELL.AS:
€211.83B
SRE:
$3.83B
SHELL.AS:
€29.88B
Returns By Period
In the year-to-date period, SRE achieves a -14.09% return, which is significantly lower than SHELL.AS's -2.79% return. Over the past 10 years, SRE has outperformed SHELL.AS with an annualized return of 6.50%, while SHELL.AS has yielded a comparatively lower 5.33% annualized return.
SRE
-14.09%
5.52%
-10.08%
7.08%
6.73%
6.50%
SHELL.AS
-2.79%
-14.82%
-4.29%
-11.42%
16.81%
5.33%
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Risk-Adjusted Performance
SRE vs. SHELL.AS — Risk-Adjusted Performance Rank
SRE
SHELL.AS
SRE vs. SHELL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sempra Energy (SRE) and Shell plc (SHELL.AS). 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
SRE vs. SHELL.AS - Dividend Comparison
SRE's dividend yield for the trailing twelve months is around 3.35%, less than SHELL.AS's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRE Sempra Energy | 3.35% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
SHELL.AS Shell plc | 4.43% | 4.21% | 3.86% | 3.56% | 3.61% | 5.72% | 6.43% | 6.24% | 5.96% | 6.55% | 8.08% | 5.12% |
Drawdowns
SRE vs. SHELL.AS - Drawdown Comparison
The maximum SRE drawdown since its inception was -45.00%, smaller than the maximum SHELL.AS drawdown of -63.48%. Use the drawdown chart below to compare losses from any high point for SRE and SHELL.AS. For additional features, visit the drawdowns tool.
Volatility
SRE vs. SHELL.AS - Volatility Comparison
The current volatility for Sempra Energy (SRE) is 12.31%, while Shell plc (SHELL.AS) has a volatility of 13.87%. This indicates that SRE experiences smaller price fluctuations and is considered to be less risky than SHELL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SRE vs. SHELL.AS - Financials Comparison
This section allows you to compare key financial metrics between Sempra Energy and Shell plc. 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