PM vs SHEL
Comparison between Philip Morris International Inc (PM, Company) and Shell Plc ADR (Representing - ) (SHEL, Company).
PM is from the Consumer Defensive sector, while SHEL is from the Energy sector.
5-Year PerformanceSHEL has outperformed PM, delivering a return of +21.4% compared to +17.4%
PM vs SHEL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PM vs SHEL - Historical Returns
Returns include dividend reinvestment.
PM vs SHEL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PM | SHEL |
|---|---|---|
| 2026 | +7.63% | +12.35% |
| 2025 | +37.15% | +21.28% |
| 2024 | +32.25% | -1.05% |
| 2023 | -1.87% | +22.28% |
| 2022 | +11.50% | +32.25% |
| 2021 | +22.71% | +31.73% |
| 2020 | +3.74% | -41.70% |
| 2019 | +33.87% | +4.89% |
| 2018 | -32.43% | -8.77% |
| 2017 | +20.22% | +19.93% |
| 2016 | +9.71% | +34.66% |
| 2015 | +14.02% | -29.09% |
| 2014 | -0.86% | -1.99% |
| 2013 | +4.62% | +11.34% |
| 2012 | +10.48% | -3.74% |
| 2011 | +39.42% | +18.83% |
| 2010 | +24.21% | +17.44% |
| 2009 | +14.91% | +15.82% |
| 2008 | -9.06% | -35.05% |
| 2007 | N/A | +22.25% |
| 2006 | N/A | +9.42% |
| 2005 | N/A | +34.86% |
| 2004 | N/A | +18.37% |
| 2003 | N/A | +17.48% |
| 2002 | N/A | -2.33% |
| 2001 | N/A | -15.46% |
| 2000 | N/A | +5.71% |
| 1999 | N/A | +7.39% |
PM vs SHEL Drawdown Comparison
The maximum drawdown for PM was -42.75%, occurring on Mar 23, 2020. Recovery took 1002 trading sessions.
The maximum drawdown for SHEL was -71.56%, occurring on Mar 18, 2020. Recovery took 1190 trading sessions.
The current PM drawdown is -9.10%. The current SHEL drawdown is -10.81%.
| Rank | PM | SHEL |
|---|---|---|
| #1 | -42.75% Jun 19, 2017 - Jun 11, 2021 | -71.56% May 21, 2018 - Feb 10, 2023 |
| #2 | -40.87% Aug 12, 2008 - Mar 19, 2010 | -54.81% May 21, 2008 - Apr 1, 2011 |
| #3 | -22.74% Feb 17, 2022 - May 9, 2024 | -54.15% Jul 2, 2014 - Jan 12, 2018 |
| #4 | -20.63% Jun 23, 2025 - Feb 4, 2026 | -36.27% Jun 5, 2001 - Nov 3, 2004 |
| #5 | -19.33% Apr 12, 2013 - Oct 15, 2015 | -25.53% Oct 31, 2007 - May 21, 2008 |
| #6 | -18.53% Feb 25, 2026 - Apr 21, 2026 | -21.66% Jan 10, 2000 - May 11, 2000 |
| #7 | -18.47% Apr 12, 2010 - Aug 9, 2010 | -21.53% May 2, 2011 - Dec 23, 2011 |
| #8 | -17.97% Sep 3, 2021 - Jan 14, 2022 | -18.47% Mar 27, 2025 - Jun 13, 2025 |
| #9 | -14.85% Jul 15, 2016 - Feb 7, 2017 | -17.86% Jul 9, 2007 - Oct 26, 2007 |
| #10 | -13.61% Jul 28, 2011 - Oct 28, 2011 | -16.76% Oct 12, 2000 - Jun 4, 2001 |
| #11 | -12.11% Oct 5, 2012 - Feb 21, 2013 | -16.15% Aug 26, 2024 - Mar 20, 2025 |
| #12 | -10.98% Nov 29, 2024 - Feb 6, 2025 | -16.04% Jan 3, 2012 - Sep 13, 2012 |
| #13 | -9.30% May 2, 2012 - Jul 3, 2012 | -14.50% Nov 10, 2006 - May 4, 2007 |
| #14 | -8.41% May 31, 2011 - Jul 21, 2011 | -13.89% Nov 18, 1999 - Jan 10, 2000 |
| #15 | -7.92% Apr 3, 2025 - Apr 17, 2025 | -13.78% Mar 6, 2023 - Jul 13, 2023 |
Correlation
Correlation between PM and SHEL is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
PM vs SHEL dividend yield comparison.
| Year | PM | SHEL |
|---|---|---|
| 2026 | 0.86% | 0.89% |
| 2025 | 3.52% | 3.90% |
| 2024 | 4.40% | 4.39% |
| 2023 | 5.46% | 3.76% |
| 2022 | 4.98% | 3.48% |
| 2021 | 5.16% | 3.78% |
| 2020 | 5.73% | 5.69% |
| 2019 | 5.43% | 6.27% |
| 2018 | 6.73% | 6.27% |
| 2017 | 3.99% | 2.75% |
| 2016 | 4.50% | 6.49% |
| 2015 | 4.60% | 8.17% |
| 2014 | 4.76% | 5.35% |
| 2013 | 4.11% | 4.74% |
| 2012 | 3.87% | 4.82% |
| 2011 | 3.59% | 4.42% |
| 2010 | 4.17% | 5.04% |
| 2009 | 4.65% | 5.71% |
| 2008 | 3.54% | 6.07% |
| 2007 | 0.00% | 3.39% |
| 2006 | 0.00% | 3.44% |
| 2005 | 0.00% | 4.39% |
| 2004 | 0.00% | 3.40% |
| 2003 | 0.00% | 3.32% |
| 2002 | 0.00% | 3.42% |
| 2001 | 0.00% | 3.03% |
| 2000 | 0.00% | 2.81% |
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