PortfoliosLab logoPortfoliosLab logo
TOT.TO vs. SHEL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

TOT.TO vs. SHEL - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Total Energy Services Inc. (TOT.TO) and Shell plc (SHEL). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TOT.TO vs. SHEL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TOT.TO
Total Energy Services Inc.
52.35%33.38%58.37%-8.79%46.31%83.84%-48.91%-32.11%-32.79%3.71%
SHEL
Shell plc
29.47%16.56%7.64%17.55%45.88%33.05%-42.07%1.15%0.64%13.92%
Different Trading Currencies

TOT.TO is traded in CAD, while SHEL is traded in USD. To make them comparable, the SHEL values have been converted to CAD using the latest available exchange rates.

Fundamentals

EPS

TOT.TO:

CA$1.96

SHEL:

$4.90

PE Ratio

TOT.TO:

11.56

SHEL:

18.97

PEG Ratio

TOT.TO:

0.12

SHEL:

0.82

PS Ratio

TOT.TO:

0.81

SHEL:

1.03

Total Revenue (TTM)

TOT.TO:

CA$1.06B

SHEL:

$268.66B

Gross Profit (TTM)

TOT.TO:

CA$151.91M

SHEL:

$40.60B

EBITDA (TTM)

TOT.TO:

CA$187.63M

SHEL:

$53.98B

Returns By Period

In the year-to-date period, TOT.TO achieves a 52.35% return, which is significantly higher than SHEL's 29.47% return. Over the past 10 years, TOT.TO has underperformed SHEL with an annualized return of 9.43%, while SHEL has yielded a comparatively higher 12.49% annualized return.


TOT.TO

1D
-1.48%
1M
25.41%
YTD
52.35%
6M
58.68%
1Y
147.05%
3Y*
44.58%
5Y*
45.58%
10Y*
9.43%

SHEL

1D
0.17%
1M
13.56%
YTD
29.47%
6M
32.36%
1Y
27.61%
3Y*
23.34%
5Y*
27.37%
10Y*
12.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

TOT.TO vs. SHEL — Risk / Return Rank

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

TOT.TO
TOT.TO Risk / Return Rank: 9898
Overall Rank
TOT.TO Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
TOT.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
TOT.TO Omega Ratio Rank: 9797
Omega Ratio Rank
TOT.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
TOT.TO Martin Ratio Rank: 9999
Martin Ratio Rank

SHEL
SHEL Risk / Return Rank: 7878
Overall Rank
SHEL Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SHEL Sortino Ratio Rank: 7474
Sortino Ratio Rank
SHEL Omega Ratio Rank: 7777
Omega Ratio Rank
SHEL Calmar Ratio Rank: 7676
Calmar Ratio Rank
SHEL Martin Ratio Rank: 8282
Martin Ratio Rank
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.

TOT.TO vs. SHEL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Total Energy Services Inc. (TOT.TO) 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.


TOT.TOSHELDifference

Sharpe ratio

Return per unit of total volatility

4.53

1.18

+3.35

Sortino ratio

Return per unit of downside risk

4.57

1.56

+3.00

Omega ratio

Gain probability vs. loss probability

1.64

1.22

+0.41

Calmar ratio

Return relative to maximum drawdown

10.15

1.41

+8.74

Martin ratio

Return relative to average drawdown

31.20

4.15

+27.04

TOT.TO vs. SHEL - Sharpe Ratio Comparison

The current TOT.TO Sharpe Ratio is 4.53, which is higher than the SHEL Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of TOT.TO and SHEL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TOT.TOSHELDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.53

1.18

+3.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.27

1.19

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.44

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.43

-0.07

Correlation

The correlation between TOT.TO and SHEL is 0.26, 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.


Dividends

TOT.TO vs. SHEL - Dividend Comparison

TOT.TO's dividend yield for the trailing twelve months is around 1.32%, less than SHEL's 3.11% yield.


TTM20252024202320222021202020192018201720162015
TOT.TO
Total Energy Services Inc.
1.32%2.68%3.12%4.23%2.09%0.00%0.00%3.74%2.46%1.62%1.65%1.77%
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

TOT.TO vs. SHEL - Drawdown Comparison

The maximum TOT.TO drawdown since its inception was -93.01%, which is greater than SHEL's maximum drawdown of -67.71%. Use the drawdown chart below to compare losses from any high point for TOT.TO and SHEL.


Loading graphics...

Drawdown Indicators


TOT.TOSHELDifference

Max Drawdown

Largest peak-to-trough decline

-93.01%

-71.57%

-21.44%

Max Drawdown (1Y)

Largest decline over 1 year

-14.51%

-18.21%

+3.70%

Max Drawdown (5Y)

Largest decline over 5 years

-33.94%

-25.04%

-8.90%

Max Drawdown (10Y)

Largest decline over 10 years

-90.13%

-71.57%

-18.56%

Current Drawdown

Current decline from peak

-3.57%

0.00%

-3.57%

Average Drawdown

Average peak-to-trough decline

-38.47%

-16.83%

-21.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.72%

5.19%

-0.47%

Volatility

TOT.TO vs. SHEL - Volatility Comparison

Total Energy Services Inc. (TOT.TO) has a higher volatility of 9.02% compared to Shell plc (SHEL) at 5.33%. This indicates that TOT.TO'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.


Loading graphics...

Volatility by Period


TOT.TOSHELDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.02%

5.33%

+3.69%

Volatility (6M)

Calculated over the trailing 6-month period

23.29%

15.26%

+8.03%

Volatility (1Y)

Calculated over the trailing 1-year period

32.65%

23.44%

+9.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.00%

23.06%

+12.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.66%

28.46%

+11.20%

Financials

TOT.TO vs. SHEL - Financials Comparison

This section allows you to compare key financial metrics between Total Energy Services 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.


Quarterly
Annual

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


0.0020.00B40.00B60.00B80.00B100.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
301.71M
67.74B
(TOT.TO) Total Revenue
(SHEL) Total Revenue
Please note, different currencies. TOT.TO values in CAD, SHEL values in USD

TOT.TO vs. SHEL - Profitability Comparison

The chart below illustrates the profitability comparison between Total Energy Services Inc. and Shell plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
13.8%
16.7%
Portfolio components
TOT.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Total Energy Services Inc. reported a gross profit of 41.74M and revenue of 301.71M. Therefore, the gross margin over that period was 13.8%.

SHEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Shell plc reported a gross profit of 11.33B and revenue of 67.74B. Therefore, the gross margin over that period was 16.7%.

TOT.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Total Energy Services Inc. reported an operating income of 25.38M and revenue of 301.71M, resulting in an operating margin of 8.4%.

SHEL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Shell plc reported an operating income of 7.82B and revenue of 67.74B, resulting in an operating margin of 11.5%.

TOT.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Total Energy Services Inc. reported a net income of 23.64M and revenue of 301.71M, resulting in a net margin of 7.8%.

SHEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Shell plc reported a net income of 5.29B and revenue of 67.74B, resulting in a net margin of 7.8%.