SU vs. SHEL
Compare and contrast key facts about Suncor Energy Inc. (SU) and Shell plc (SHEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SU or SHEL.
Correlation
The correlation between SU and SHEL is 0.44, 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
SU vs. SHEL - Performance Comparison
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Key characteristics
SU:
-0.22
SHEL:
-0.14
SU:
-0.03
SHEL:
-0.16
SU:
1.00
SHEL:
0.98
SU:
-0.17
SHEL:
-0.29
SU:
-0.60
SHEL:
-0.68
SU:
8.55%
SHEL:
7.93%
SU:
30.40%
SHEL:
23.03%
SU:
-81.07%
SHEL:
-67.46%
SU:
-20.18%
SHEL:
-8.12%
Fundamentals
SU:
$44.11B
SHEL:
$197.61B
SU:
$3.43
SHEL:
$4.38
SU:
10.39
SHEL:
15.21
SU:
0.07
SHEL:
1.47
SU:
0.87
SHEL:
0.70
SU:
1.37
SHEL:
1.11
SU:
$54.91B
SHEL:
$281.07B
SU:
$22.34B
SHEL:
$42.59B
SU:
$15.93B
SHEL:
$54.83B
Returns By Period
In the year-to-date period, SU achieves a 1.03% return, which is significantly lower than SHEL's 8.63% return. Both investments have delivered pretty close results over the past 10 years, with SU having a 5.78% annualized return and SHEL not far ahead at 5.83%.
SU
1.03%
3.21%
-10.01%
-7.26%
20.74%
5.78%
SHEL
8.63%
3.53%
3.95%
-3.46%
19.91%
5.83%
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Risk-Adjusted Performance
SU vs. SHEL — Risk-Adjusted Performance Rank
SU
SHEL
SU vs. SHEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncor Energy Inc. (SU) and Shell plc (SHEL). 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
SU vs. SHEL - Dividend Comparison
SU's dividend yield for the trailing twelve months is around 4.51%, more than SHEL's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SU Suncor Energy Inc. | 4.51% | 4.51% | 4.85% | 4.55% | 3.39% | 4.92% | 3.84% | 3.95% | 2.67% | 2.67% | 3.43% | 2.90% |
SHEL Shell plc | 4.21% | 4.39% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 0.00% |
Drawdowns
SU vs. SHEL - Drawdown Comparison
The maximum SU drawdown since its inception was -81.07%, which is greater than SHEL's maximum drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for SU and SHEL. For additional features, visit the drawdowns tool.
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Volatility
SU vs. SHEL - Volatility Comparison
Suncor Energy Inc. (SU) has a higher volatility of 7.56% compared to Shell plc (SHEL) at 5.52%. This indicates that SU's price experiences larger fluctuations and is considered to be riskier than SHEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SU vs. SHEL - Financials Comparison
This section allows you to compare key financial metrics between Suncor Energy Inc. 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
SU vs. SHEL - Profitability Comparison
SU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported a gross profit of 6.36B and revenue of 13.33B. Therefore, the gross margin over that period was 47.7%.
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%.
SU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported an operating income of 2.35B and revenue of 13.33B, resulting in an operating margin of 17.6%.
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%.
SU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported a net income of 1.69B and revenue of 13.33B, resulting in a net margin of 12.7%.
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%.