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AZN vs SHEL

Comparison between Astrazeneca plc (AZN, Company) and Shell Plc ADR (Representing - ) (SHEL, Company).

AZN is from the Healthcare sector, while SHEL is from the Energy sector.

5-Year PerformanceSHEL has outperformed AZN, delivering a return of +21.9% compared to +9.9%

AZN vs SHEL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AZN
$252B
SHEL
$247B
Max Drawdown
Winner
AZN
54.44%
SHEL
77.73%
Sharpe Ratio
AZN
0.38
Winner
SHEL
1.07
5Y Beta
Winner
AZN
0.33
SHEL
0.41
Industry
AZN
Drug Manufacturers - General
SHEL
Oil & Gas Integrated
P/E Ratio
AZN
24.14
Winner
SHEL
9.68
Forward P/E
AZN
16.42
Winner
SHEL
8.06
PEG Ratio
AZN
1.45
Winner
SHEL
0.09
Dividend Yield
Winner
AZN
2.08%
SHEL
1.68%
5Y Dividends CAGR
Winner
AZN
21.54%
SHEL
17.28%
5Y EPS CAGR
AZN
3.15%
Winner
SHEL
45.00%
Debt to Equity
AZN
64.10%
Winner
SHEL
40.42%
Free Cash Flow Yield
AZN
3.47%
Winner
SHEL
12.45%
P/S Ratio
AZN
4.08
Winner
SHEL
0.82
P/B Ratio
AZN
5.23
Winner
SHEL
1.37

AZN vs SHEL - Historical Returns

Returns include dividend reinvestment.

1M
AZN
-15.30%
Winner
SHEL
+14.67%
3M
AZN
-12.90%
Winner
SHEL
+3.69%
6M
AZN
-14.81%
Winner
SHEL
+21.21%
1Y
AZN
+12.49%
Winner
SHEL
+28.79%
5Y(CAGR)
AZN
+9.88%
Winner
SHEL
+21.91%
10Y(CAGR)
Winner
AZN
+12.17%
SHEL
+10.29%
Max(CAGR)
Winner
AZN
+8.53%
SHEL
+7.27%

AZN vs SHEL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAZNSHEL
2026-10.21%+20.97%
2025+42.51%+21.28%
2024-2.14%-1.05%
2023-0.78%+22.28%
2022+19.08%+32.25%
2021+18.39%+31.73%
2020+2.11%-41.70%
2019+36.29%+4.89%
2018+11.60%-8.77%
2017+31.19%+19.93%
2016-14.57%+34.66%
2015+0.44%-29.09%
2014+25.26%-1.99%
2013+30.47%+11.34%
2012+5.30%-3.74%
2011+5.72%+18.83%
2010+2.51%+17.44%
2009+21.76%+15.82%
2008+1.19%-35.05%
2007-18.03%+22.25%
2006+9.45%+9.42%
2005+37.50%+34.86%
2004-24.40%+18.37%
2003+41.48%+17.48%
2002-22.13%-2.33%
2001-7.03%-15.46%
2000+30.40%+5.71%
1999-8.12%+7.39%

AZN vs SHEL Drawdown Comparison

The maximum drawdown for AZN was -48.86%, occurring on Mar 9, 2009. Recovery took 1571 trading sessions.

The maximum drawdown for SHEL was -71.56%, occurring on Mar 18, 2020. Recovery took 1190 trading sessions.

The current AZN drawdown is -22.73%. The current SHEL drawdown is -3.97%.

RankAZNSHEL
#1-48.86%
Oct 25, 2006 - Jan 24, 2013
-71.56%
May 21, 2018 - Feb 10, 2023
#2-43.52%
Mar 1, 2002 - Mar 9, 2004
-54.81%
May 21, 2008 - Apr 1, 2011
#3-33.87%
Nov 11, 1999 - Jul 7, 2000
-54.15%
Jul 2, 2014 - Jan 12, 2018
#4-31.26%
Mar 9, 2004 - Dec 19, 2005
-36.27%
Jun 5, 2001 - Nov 3, 2004
#5-29.85%
May 1, 2014 - Jan 2, 2018
-25.53%
Oct 31, 2007 - May 21, 2008
#6-27.87%
Aug 30, 2024 - Oct 7, 2025
-21.66%
Jan 10, 2000 - May 11, 2000
#7-25.34%
Feb 27, 2026 - Aug 4, 2026
-21.53%
May 2, 2011 - Dec 23, 2011
#8-24.95%
Apr 8, 2022 - Jan 6, 2023
-18.47%
Mar 27, 2025 - Jun 13, 2025
#9-24.83%
Jan 17, 2020 - Apr 20, 2020
-17.97%
Apr 7, 2026 - Jun 26, 2026
#10-20.71%
Jul 17, 2020 - Jun 28, 2021
-17.86%
Jul 9, 2007 - Oct 26, 2007
#11-18.96%
Apr 24, 2023 - Apr 25, 2024
-16.76%
Oct 12, 2000 - Jun 4, 2001
#12-18.28%
Dec 20, 2000 - Feb 27, 2002
-16.15%
Aug 26, 2024 - Mar 20, 2025
#13-15.37%
Nov 3, 2021 - Mar 17, 2022
-16.04%
Jan 3, 2012 - Sep 13, 2012
#14-14.46%
Nov 13, 2018 - Feb 25, 2019
-14.50%
Nov 10, 2006 - May 4, 2007
#15-13.34%
Mar 20, 2019 - Jul 26, 2019
-13.89%
Nov 18, 1999 - Jan 10, 2000

Correlation

Correlation between AZN and SHEL is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2000 - 2026)

AZN vs SHEL dividend yield comparison.

YearAZNSHEL
20262.67%1.70%
20251.70%3.90%
20242.27%4.39%
20232.15%3.76%
20222.12%3.48%
20212.35%3.78%
20202.80%5.69%
20192.81%6.27%
20183.69%6.27%
20173.95%2.75%
20165.01%6.49%
20154.06%8.17%
20143.98%5.35%
20134.72%4.74%
20126.03%4.82%
20115.83%4.42%
20105.22%5.04%
20094.45%5.71%
20084.63%6.07%
20074.09%3.39%
20062.63%3.44%
20052.11%4.39%
20042.29%3.40%
20031.50%3.32%
20021.99%3.42%
20011.50%3.03%
20003.49%2.81%

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