VRTX vs. SHEL
Compare and contrast key facts about Vertex Pharmaceuticals Incorporated (VRTX) and Shell plc (SHEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTX or SHEL.
Key characteristics
| VRTX | SHEL | |
|---|---|---|
| YTD Return | -2.31% | 12.57% |
| 1Y Return | 17.12% | 25.82% |
| 3Y Return (Ann) | 22.66% | 28.92% |
| 5Y Return (Ann) | 18.14% | 7.72% |
| 10Y Return (Ann) | 19.43% | 4.57% |
| Sharpe Ratio | 0.97 | 1.42 |
| Daily Std Dev | 23.69% | 18.50% |
| Max Drawdown | -91.77% | -67.46% |
| Current Drawdown | -10.89% | 0.00% |
Fundamentals
| VRTX | SHEL | |
|---|---|---|
| Market Cap | $101.91B | $230.80B |
| EPS | $13.89 | $5.70 |
| PE Ratio | 28.39 | 12.64 |
| PEG Ratio | 0.53 | 3.19 |
| Revenue (TTM) | $9.87B | $316.62B |
| Gross Profit (TTM) | $5.32B | $97.31B |
| EBITDA (TTM) | $4.48B | $46.22B |
Correlation
The correlation between VRTX and SHEL is 0.18, 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.
Performance
VRTX vs. SHEL - Performance Comparison
In the year-to-date period, VRTX achieves a -2.31% return, which is significantly lower than SHEL's 12.57% return. Over the past 10 years, VRTX has outperformed SHEL with an annualized return of 19.43%, while SHEL has yielded a comparatively lower 4.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VRTX vs. SHEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertex Pharmaceuticals Incorporated (VRTX) 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.
Dividends
VRTX vs. SHEL - Dividend Comparison
VRTX has not paid dividends to shareholders, while SHEL's dividend yield for the trailing twelve months is around 3.53%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTX Vertex Pharmaceuticals Incorporated | 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 | 3.53% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
Drawdowns
VRTX vs. SHEL - Drawdown Comparison
The maximum VRTX drawdown since its inception was -91.77%, which is greater than SHEL's maximum drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for VRTX and SHEL. For additional features, visit the drawdowns tool.
Volatility
VRTX vs. SHEL - Volatility Comparison
Vertex Pharmaceuticals Incorporated (VRTX) has a higher volatility of 4.45% compared to Shell plc (SHEL) at 3.85%. This indicates that VRTX'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.
Financials
VRTX vs. SHEL - Financials Comparison
This section allows you to compare key financial metrics between Vertex Pharmaceuticals Incorporated 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