SWN vs. SHEL

Last updated Apr 1, 2026

Compare and contrast key facts about Southwestern Energy Company (SWN) and Shell plc (SHEL).

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.

SWN vs. SHEL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SWN Southwestern Energy Company	0.00%	0.00%	8.55%	11.97%	25.54%	56.38%	23.14%	-29.03%	-38.89%	-48.43%
SHEL Shell plc	27.75%	22.16%	-0.87%	20.19%	36.18%	34.27%	-41.08%	6.38%	-7.23%	21.67%

Fundamentals

Total Revenue (TTM) SWN : $5.08B SHEL : $268.66B
Gross Profit (TTM) SWN : $904.00M SHEL : $40.60B
EBITDA (TTM) SWN : -$2.33B SHEL : $53.98B

Returns By Period

SWN

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SHEL

• 1D: 0.28%
• 1M: 11.36%
• YTD: 27.75%
• 6M: 32.48%
• 1Y: 32.01%
• 3Y*: 22.17%
• 5Y*: 24.77%
• 10Y*: 11.74%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SWN vs. SHEL — Risk / Return Rank

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

SHEL

SHEL Risk / Return Rank: 78
SHEL Sharpe Ratio Rank: 82
SHEL Sortino Ratio Rank: 74
SHEL Omega Ratio Rank: 77
SHEL Calmar Ratio Rank: 76
SHEL Martin Ratio Rank: 82

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SWN vs. SHEL - Risk-Adjusted Trends 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SWN	SHEL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.98	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.38	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.23	—

Correlation

The correlation between SWN 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.

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 3.11%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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	3.11%	3.90%	4.39%	3.76%	3.48%	3.78%	5.69%	6.27%	6.27%	2.75%	6.49%	8.17%

Drawdowns

Drawdown Indicators

	SWN	SHEL	Difference
Max Drawdown Largest peak-to-trough decline	—	-71.57%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-18.21%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.04%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-71.57%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-16.83%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.19%	—

Volatility

Volatility by Period

	SWN	SHEL	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.23%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.83%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	24.34%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	25.31%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	30.85%	—

Financials