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SWN vs. SHEL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SWN and SHEL is 0.46, 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.


-0.50.00.51.00.5

Performance

SWN vs. SHEL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Southwestern Energy Company (SWN) and Shell plc (SHEL). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember2025
5.18%
-7.62%
SWN
SHEL

Key characteristics

Fundamentals

Market Cap

SWN:

$7.84B

SHEL:

$201.06B

EPS

SWN:

-$2.50

SHEL:

$4.92

PEG Ratio

SWN:

1.57

SHEL:

2.55

Total Revenue (TTM)

SWN:

$2.50B

SHEL:

$218.03B

Gross Profit (TTM)

SWN:

$171.00M

SHEL:

$37.19B

EBITDA (TTM)

SWN:

$465.00M

SHEL:

$46.39B

Returns By Period


SWN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SHEL

YTD

5.92%

1M

6.77%

6M

-7.62%

1Y

11.87%

5Y*

6.83%

10Y*

5.32%

*Annualized

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Risk-Adjusted Performance

SWN vs. SHEL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SWN
The Risk-Adjusted Performance Rank of SWN is 4343
Overall Rank
The Sharpe Ratio Rank of SWN is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of SWN is 4040
Sortino Ratio Rank
The Omega Ratio Rank of SWN is 3838
Omega Ratio Rank
The Calmar Ratio Rank of SWN is 4242
Calmar Ratio Rank
The Martin Ratio Rank of SWN is 4646
Martin Ratio Rank

SHEL
The Risk-Adjusted Performance Rank of SHEL is 6161
Overall Rank
The Sharpe Ratio Rank of SHEL is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of SHEL is 5555
Sortino Ratio Rank
The Omega Ratio Rank of SHEL is 5454
Omega Ratio Rank
The Calmar Ratio Rank of SHEL is 6969
Calmar Ratio Rank
The Martin Ratio Rank of SHEL is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SWN vs. SHEL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Southwestern Energy Company (SWN) 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.


Sharpe ratio
The chart of Sharpe ratio for SWN, currently valued at 0.07, compared to the broader market-2.000.002.000.070.48
The chart of Sortino ratio for SWN, currently valued at 0.26, compared to the broader market-4.00-2.000.002.004.000.260.74
The chart of Omega ratio for SWN, currently valued at 1.04, compared to the broader market0.501.001.502.001.041.10
The chart of Calmar ratio for SWN, currently valued at 0.02, compared to the broader market0.002.004.006.000.020.51
The chart of Martin ratio for SWN, currently valued at 0.14, compared to the broader market-30.00-20.00-10.000.0010.0020.000.141.35
SWN
SHEL


Rolling 12-month Sharpe Ratio0.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.07
0.48
SWN
SHEL

Dividends

SWN vs. SHEL - Dividend Comparison

SWN has not paid dividends to shareholders, while SHEL's dividend yield for the trailing twelve months is around 4.15%.


TTM20242023202220212020201920182017201620152014
SWN
Southwestern Energy Company
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SHEL
Shell plc
4.15%4.39%3.76%3.48%3.78%5.44%6.14%5.48%4.79%5.88%6.98%4.72%

Drawdowns

SWN vs. SHEL - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-86.23%
-8.22%
SWN
SHEL

Volatility

SWN vs. SHEL - Volatility Comparison

The current volatility for Southwestern Energy Company (SWN) is 0.00%, while Shell plc (SHEL) has a volatility of 5.37%. This indicates that SWN experiences smaller price fluctuations and is considered to be less risky than SHEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember20250
5.37%
SWN
SHEL

Financials

SWN vs. SHEL - Financials Comparison

This section allows you to compare key financial metrics between Southwestern Energy Company 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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