XOM vs. SHEL

Last updated Apr 2, 2026

Compare and contrast key facts about Exxon Mobil Corporation (XOM) and Shell plc (SHEL).

Performance

XOM vs. SHEL - Performance Comparison

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

XOM vs. SHEL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
XOM Exxon Mobil Corporation	34.50%	15.98%	11.26%	-6.26%	87.41%	57.58%	-36.21%	7.23%	-15.09%	-3.81%
SHEL Shell plc	26.42%	22.16%	-0.87%	20.19%	36.18%	34.27%	-41.08%	6.38%	-7.23%	21.67%

Fundamentals

EPS XOM : $10.37 SHEL : $4.90
PE Ratio XOM : 15.50 SHEL : 18.77
PEG Ratio XOM : 0.38 SHEL : 0.81
PS Ratio XOM : 1.42 SHEL : 1.02
Total Revenue (TTM) XOM : $327.29B SHEL : $268.66B
Gross Profit (TTM) XOM : $81.32B SHEL : $40.60B
EBITDA (TTM) XOM : $61.89B SHEL : $53.98B

Returns By Period

In the year-to-date period, XOM achieves a 34.50% return, which is significantly higher than SHEL's 26.42% return. Both investments have delivered pretty close results over the past 10 years, with XOM having a 11.60% annualized return and SHEL not far ahead at 11.63%.

XOM

• 1D: -5.23%
• 1M: 4.25%
• YTD: 34.50%
• 6M: 45.79%
• 1Y: 39.70%
• 3Y*: 17.54%
• 5Y*: 27.68%
• 10Y*: 11.60%

SHEL

• 1D: -1.04%
• 1M: 9.27%
• YTD: 26.42%
• 6M: 29.47%
• 1Y: 31.04%
• 3Y*: 21.74%
• 5Y*: 24.51%
• 10Y*: 11.63%

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

Return for Risk

XOM vs. SHEL — Risk / Return Rank

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

XOM

XOM Risk / Return Rank: 81
XOM Sharpe Ratio Rank: 85
XOM Sortino Ratio Rank: 78
XOM Omega Ratio Rank: 78
XOM Calmar Ratio Rank: 81
XOM Martin Ratio Rank: 81

SHEL

SHEL Risk / Return Rank: 76
SHEL Sharpe Ratio Rank: 80
SHEL Sortino Ratio Rank: 72
SHEL Omega Ratio Rank: 74
SHEL Calmar Ratio Rank: 73
SHEL Martin Ratio Rank: 80

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.

XOM vs. SHEL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Exxon Mobil Corporation (XOM) 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.

	XOM	SHEL	Difference
Sharpe ratio Return per unit of total volatility	1.57	1.28	+0.29
Sortino ratio Return per unit of downside risk	2.04	1.72	+0.32
Omega ratio Gain probability vs. loss probability	1.27	1.25	+0.03
Calmar ratio Return relative to maximum drawdown	2.48	1.68	+0.80
Martin ratio Return relative to average drawdown	6.44	6.02	+0.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XOM vs. SHEL - Sharpe Ratio Comparison

The current XOM Sharpe Ratio is 1.57, which is comparable to the SHEL Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of XOM 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.

Sharpe Ratios by Period

	XOM	SHEL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.57	1.28	+0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.05	0.97	+0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.42	0.38	+0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.23	+0.25

Correlation

The correlation between XOM and SHEL is 0.68, 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

XOM vs. SHEL - Dividend Comparison

XOM's dividend yield for the trailing twelve months is around 2.51%, less than SHEL's 3.14% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
XOM Exxon Mobil Corporation	2.51%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%
SHEL Shell plc	3.14%	3.90%	4.39%	3.76%	3.48%	3.78%	5.69%	6.27%	6.27%	2.75%	6.49%	8.17%

Drawdowns

XOM vs. SHEL - Drawdown Comparison

The maximum XOM drawdown since its inception was -62.40%, smaller than the maximum SHEL drawdown of -71.57%. Use the drawdown chart below to compare losses from any high point for XOM and SHEL.

Drawdown Indicators

	XOM	SHEL	Difference
Max Drawdown Largest peak-to-trough decline	-62.40%	-71.57%	+9.17%
Max Drawdown (1Y) Largest decline over 1 year	-15.79%	-17.84%	+2.05%
Max Drawdown (5Y) Largest decline over 5 years	-20.51%	-25.04%	+4.53%
Max Drawdown (10Y) Largest decline over 10 years	-61.34%	-71.57%	+10.23%
Current Drawdown Current decline from peak	-6.23%	-1.04%	-5.19%
Average Drawdown Average peak-to-trough decline	-10.20%	-16.83%	+6.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.18%	5.08%	+1.10%

Volatility

XOM vs. SHEL - Volatility Comparison

Exxon Mobil Corporation (XOM) has a higher volatility of 8.47% compared to Shell plc (SHEL) at 4.68%. This indicates that XOM'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.

Volatility by Period

	XOM	SHEL	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.47%	4.68%	+3.79%
Volatility (6M) Calculated over the trailing 6-month period	17.04%	15.81%	+1.23%
Volatility (1Y) Calculated over the trailing 1-year period	25.43%	24.36%	+1.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.57%	25.30%	+1.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.93%	30.85%	-2.92%

Financials

XOM vs. SHEL - Profitability Comparison

The chart below illustrates the profitability comparison between Exxon Mobil Corporation and Shell plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

XOM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Exxon Mobil Corporation reported a gross profit of 26.20B and revenue of 83.43B. Therefore, the gross margin over that period was 31.4%.

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%.

XOM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Exxon Mobil Corporation reported an operating income of 9.81B and revenue of 83.43B, resulting in an operating margin of 11.8%.

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%.

XOM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Exxon Mobil Corporation reported a net income of 7.61B and revenue of 83.43B, resulting in a net margin of 9.1%.

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%.