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TOT.TO vs. SHEL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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.

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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.

Returns By Period

In the year-to-date period, TOT.TO achieves a 74.53% return, which is significantly higher than SHEL's 21.87% return. Over the past 10 years, TOT.TO has underperformed SHEL with an annualized return of 8.47%, while SHEL has yielded a comparatively higher 11.39% annualized return.


TOT.TO

1D
0.51%
1M
5.33%
YTD
74.53%
6M
75.92%
1Y
158.30%
3Y*
47.19%
5Y*
44.99%
10Y*
8.47%

SHEL

1D
0.05%
1M
-0.36%
YTD
21.87%
6M
18.16%
1Y
36.16%
3Y*
20.58%
5Y*
26.41%
10Y*
11.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TOT.TO vs. SHEL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TOT.TO
Total Energy Services Inc.
74.53%33.38%58.37%-8.79%46.31%83.84%-48.91%-32.11%-32.79%3.71%
SHEL
Shell plc
21.87%16.56%7.64%17.55%45.88%33.05%-42.07%1.15%0.64%13.92%

Correlation

The correlation between TOT.TO and SHEL is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.37

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Jun 24, 2009

0.26

The correlation between TOT.TO and SHEL shifts across timeframes, from 0.26 (all time) to 0.40 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

TOT.TO:

CA$960.24M

SHEL:

$247.34B

EPS

TOT.TO:

CA$2.11

SHEL:

$6.39

PE Ratio

TOT.TO:

12.26

SHEL:

13.57

PEG Ratio

TOT.TO:

0.13

SHEL:

0.68

PS Ratio

TOT.TO:

0.86

SHEL:

0.95

PB Ratio

TOT.TO:

1.54

SHEL:

1.42

Total Revenue (TTM)

TOT.TO:

CA$1.13B

SHEL:

$266.82B

Gross Profit (TTM)

TOT.TO:

CA$158.42M

SHEL:

$41.65B

EBITDA (TTM)

TOT.TO:

CA$187.13M

SHEL:

$57.44B

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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: 9898
Sharpe Ratio Rank
TOT.TO Sortino Ratio Rank: 9797
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: 8181
Overall Rank
SHEL Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
SHEL Sortino Ratio Rank: 7878
Sortino Ratio Rank
SHEL Omega Ratio Rank: 7777
Omega Ratio Rank
SHEL Calmar Ratio Rank: 8383
Calmar Ratio Rank
SHEL Martin Ratio Rank: 8585
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 ratioReturn per unit of total volatility

+3.13

Sortino ratioReturn per unit of downside risk

+2.41

Omega ratioGain probability vs. loss probability

1.66

1.30

+0.37

Calmar ratioReturn relative to maximum drawdown

15.28

2.99

+12.29

Martin ratioReturn relative to average drawdown

42.05

8.31

+33.74

TOT.TO vs. SHEL - Sharpe Ratio Comparison

The current TOT.TO Sharpe Ratio is 4.90, which is higher than the SHEL Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of TOT.TO and SHEL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TOT.TOSHELDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.90

1.77

+3.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.25

1.15

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.40

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.38

-0.01

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.


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Drawdown Indicators


TOT.TOSHELDifference

Max Drawdown

Largest peak-to-trough decline

-93.01%

-67.71%

-25.30%

Max Drawdown (1Y)

Largest decline over 1 year

-10.43%

-12.15%

+1.72%

Max Drawdown (3Y)

Largest decline over 3 years

-27.89%

-20.75%

-7.14%

Max Drawdown (5Y)

Largest decline over 5 years

-33.94%

-21.76%

-12.18%

Max Drawdown (10Y)

Largest decline over 10 years

-90.13%

-67.71%

-22.42%

Current Drawdown

Current decline from peak

-5.03%

-6.86%

+1.83%

Average Drawdown

Average peak-to-trough decline

-38.25%

-12.33%

-25.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

4.36%

-0.58%

Volatility

TOT.TO vs. SHEL - Volatility Comparison

Total Energy Services Inc. (TOT.TO) has a higher volatility of 14.21% compared to Shell plc (SHEL) at 7.18%. 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.


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Volatility by Period


TOT.TOSHELDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.21%

7.18%

+7.03%

Volatility (6M)

Calculated over the trailing 6-month period

24.22%

17.27%

+6.95%

Volatility (1Y)

Calculated over the trailing 1-year period

32.60%

20.59%

+12.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.19%

23.02%

+13.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.72%

28.54%

+11.18%

Dividends

TOT.TO vs. SHEL - Dividend Comparison

TOT.TO's dividend yield for the trailing twelve months is around 1.62%, less than SHEL's 3.41% yield.


PositionTTM20252024202320222021202020192018201720162015
SHEL
Shell plc
3.41%3.90%4.39%3.76%3.48%3.78%5.69%6.27%6.27%2.75%6.49%8.17%
TOT.TO
Total Energy Services Inc.
1.62%2.68%3.12%4.23%2.09%0.00%0.00%3.74%2.46%1.62%1.65%1.77%

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


0.0020.00B40.00B60.00B80.00B100.00B20222023202420252026
314.90M
69.57B
(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%20222023202420252026
14.7%
19.1%
Portfolio components
TOT.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Total Energy Services Inc. reported a gross profit of 46.34M and revenue of 314.90M. Therefore, the gross margin over that period was 14.7%.

SHEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shell plc reported a gross profit of 13.31B and revenue of 69.57B. Therefore, the gross margin over that period was 19.1%.

TOT.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Total Energy Services Inc. reported an operating income of 26.30M and revenue of 314.90M, 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 Jun 2026, Shell plc reported an operating income of 10.35B and revenue of 69.57B, resulting in an operating margin of 14.9%.

TOT.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Total Energy Services Inc. reported a net income of 24.14M and revenue of 314.90M, resulting in a net margin of 7.7%.

SHEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shell plc reported a net income of 5.68B and revenue of 69.57B, resulting in a net margin of 8.2%.


Frequently Asked Questions


TOT.TO and SHEL have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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