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IBM vs SHEL

Comparison between International Business Machines Corp (IBM, Company) and Shell Plc ADR (Representing - ) (SHEL, Company).

IBM is from the Technology sector, while SHEL is from the Energy sector.

5-Year PerformanceSHEL has outperformed IBM, delivering a return of +22.5% compared to +19.7%

IBM vs SHEL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IBM
$240B
SHEL
$239B
Max Drawdown
Winner
IBM
58.79%
SHEL
77.73%
Sharpe Ratio
IBM
0.35
Winner
SHEL
1.25
5Y Beta
IBM
0.78
Winner
SHEL
0.45
Industry
IBM
Information Technology Services
SHEL
Oil & Gas Integrated
P/E Ratio
IBM
38.35
Winner
SHEL
13.08
Forward P/E
IBM
22.99
Winner
SHEL
7.75
PEG Ratio
IBM
1.43
Winner
SHEL
0.26
Dividend Yield
Winner
IBM
2.23%
SHEL
1.71%
5Y Dividends CAGR
IBM
6.14%
Winner
SHEL
17.28%
5Y EPS CAGR
IBM
-8.16%
SHEL
N/A
Debt to Equity
IBM
201.25%
Winner
SHEL
43.58%
Free Cash Flow Yield
IBM
5.39%
Winner
SHEL
7.87%
P/S Ratio
IBM
3.48
Winner
SHEL
0.87
P/B Ratio
IBM
7.27
Winner
SHEL
1.34

IBM vs SHEL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBM
+25.30%
SHEL
-3.94%
3M
Winner
IBM
+11.86%
SHEL
+3.90%
6M
IBM
-6.27%
Winner
SHEL
+19.14%
1Y
IBM
+9.50%
Winner
SHEL
+31.32%
5Y(CAGR)
IBM
+19.73%
Winner
SHEL
+22.49%
10Y(CAGR)
Winner
IBM
+11.50%
SHEL
+10.34%
Max(CAGR)
IBM
+7.00%
Winner
SHEL
+7.13%

IBM vs SHEL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIBMSHEL
2026-0.99%+15.30%
2025+38.19%+21.28%
2024+41.04%-1.05%
2023+21.31%+22.28%
2022+8.77%+32.25%
2021+18.53%+31.73%
2020-2.20%-41.70%
2019+21.92%+4.89%
2018-22.96%-8.77%
2017-4.67%+19.93%
2016+26.73%+34.66%
2015-12.30%-29.09%
2014-11.43%-1.99%
2013-2.62%+11.34%
2012+4.56%-3.74%
2011+26.80%+18.83%
2010+12.95%+17.44%
2009+52.78%+15.82%
2008-18.18%-35.05%
2007+12.70%+22.25%
2006+19.97%+9.42%
2005-15.12%+34.86%
2004+8.51%+18.37%
2003+15.90%+17.48%
2002-35.76%-2.33%
2001+43.32%-15.46%
2000-26.39%+5.71%
1999+11.64%+7.39%

IBM vs SHEL Drawdown Comparison

The maximum drawdown for IBM was -58.31%, occurring on Oct 9, 2002. Recovery took 1929 trading sessions.

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

The current IBM drawdown is -13.47%. The current SHEL drawdown is -8.47%.

RankIBMSHEL
#1-58.31%
Sep 1, 2000 - May 8, 2008
-71.56%
May 21, 2018 - Feb 10, 2023
#2-44.28%
Jul 22, 2008 - Oct 12, 2009
-54.81%
May 21, 2008 - Apr 1, 2011
#3-43.71%
Mar 14, 2013 - Nov 10, 2022
-54.15%
Jul 2, 2014 - Jan 12, 2018
#4-30.96%
Nov 12, 2025 - Jun 1, 2026
-36.27%
Jun 5, 2001 - Nov 3, 2004
#5-20.10%
Mar 27, 2000 - Aug 25, 2000
-25.53%
Oct 31, 2007 - May 21, 2008
#6-19.81%
Jun 30, 2025 - Oct 7, 2025
-21.66%
Jan 10, 2000 - May 11, 2000
#7-17.60%
Dec 13, 2022 - Aug 25, 2023
-21.53%
May 2, 2011 - Dec 23, 2011
#8-17.41%
Jan 21, 2000 - Mar 27, 2000
-18.47%
Mar 27, 2025 - Jun 13, 2025
#9-16.86%
Mar 12, 2024 - Aug 19, 2024
-17.86%
Jul 9, 2007 - Oct 26, 2007
#10-16.51%
Feb 20, 2025 - May 15, 2025
-16.76%
Oct 12, 2000 - Jun 4, 2001
#11-14.56%
Jul 19, 2011 - Oct 10, 2011
-16.15%
Aug 26, 2024 - Mar 20, 2025
#12-13.47%
Jun 2, 2026 - Jun 5, 2026
-16.04%
Jan 3, 2012 - Sep 13, 2012
#13-12.90%
Oct 14, 2024 - Dec 4, 2024
-14.50%
Nov 10, 2006 - May 4, 2007
#14-12.24%
Apr 3, 2012 - Oct 1, 2012
-13.89%
Nov 18, 1999 - Jan 10, 2000
#15-11.69%
Oct 16, 2012 - Mar 7, 2013
-13.78%
Mar 6, 2023 - Jul 13, 2023

Correlation

Correlation between IBM and SHEL is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

IBM vs SHEL dividend yield comparison.

YearIBMSHEL
20261.18%1.79%
20252.27%3.90%
20243.03%4.39%
20234.05%3.76%
20224.68%3.48%
20214.74%3.78%
20205.17%5.69%
20194.80%6.27%
20185.46%6.27%
20173.85%2.75%
20163.31%6.49%
20153.63%8.17%
20142.65%5.35%
20131.97%4.74%
20121.72%4.82%
20111.58%4.42%
20101.70%5.04%
20091.64%5.71%
20082.26%6.07%
20071.39%3.39%
20061.13%3.44%
20050.95%4.39%
20040.71%3.40%
20030.68%3.32%
20020.76%3.42%
20010.45%3.03%
20000.60%2.81%
19990.11%0.00%

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