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RTX vs SHEL

Comparison between RTX Corp (RTX, Company) and Shell Plc ADR (Representing - ) (SHEL, Company).

RTX is from the Industrials sector, while SHEL is from the Energy sector.

5-Year PerformanceSHEL has outperformed RTX, delivering a return of +23.8% compared to +22.2%

RTX vs SHEL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
RTX
$263B
SHEL
$250B
Max Drawdown
Winner
RTX
54.23%
SHEL
77.73%
Sharpe Ratio
Winner
RTX
1.35
SHEL
1.08
5Y Beta
RTX
0.47
Winner
SHEL
0.43
Industry
RTX
Aerospace & Defense
SHEL
Oil & Gas Integrated
P/E Ratio
RTX
36.50
Winner
SHEL
13.67
Forward P/E
RTX
27.86
Winner
SHEL
7.65
PEG Ratio
Winner
RTX
0.18
SHEL
0.27
Dividend Yield
RTX
1.40%
Winner
SHEL
1.70%
5Y Dividends CAGR
RTX
12.26%
Winner
SHEL
17.28%
5Y EPS CAGR
RTX
1.29%
SHEL
N/A
Debt to Equity
Winner
RTX
0.34%
SHEL
43.58%
Free Cash Flow Yield
RTX
3.22%
Winner
SHEL
7.95%
P/S Ratio
RTX
2.90
Winner
SHEL
0.91
P/B Ratio
RTX
3.94
Winner
SHEL
1.39

RTX vs SHEL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RTX
+12.19%
SHEL
+10.62%
3M
Winner
RTX
+17.11%
SHEL
-0.58%
6M
RTX
+7.53%
Winner
SHEL
+21.46%
1Y
Winner
RTX
+35.76%
SHEL
+25.52%
5Y(CAGR)
RTX
+22.17%
Winner
SHEL
+23.84%
10Y(CAGR)
Winner
RTX
+17.55%
SHEL
+9.15%
Max(CAGR)
Winner
RTX
+12.75%
SHEL
+7.21%

RTX vs SHEL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRTXSHEL
2026+12.51%+18.74%
2025+61.06%+21.28%
2024+38.98%-1.05%
2023-14.35%+22.28%
2022+18.75%+32.25%
2021+28.87%+31.73%
2020-3.36%-41.70%
2019+41.39%+4.89%
2018-15.08%-8.77%
2017+17.81%+19.93%
2016+17.73%+34.66%
2015-14.48%-29.09%
2014+4.43%-1.99%
2013+38.50%+11.34%
2012+12.76%-3.74%
2011-5.29%+18.83%
2010+12.56%+17.44%
2009+29.97%+15.82%
2008-27.20%-35.05%
2007+23.88%+22.25%
2006+12.40%+9.42%
2005+10.40%+34.86%
2004+11.20%+18.37%
2003+51.80%+17.48%
2002-2.28%-2.33%
2001-13.03%-15.46%
2000+27.50%+5.71%
1999+9.39%+7.39%

RTX vs SHEL Drawdown Comparison

The maximum drawdown for RTX was -52.65%, occurring on Mar 9, 2009. Recovery took 782 trading sessions.

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

The current RTX drawdown is -1.03%. The current SHEL drawdown is -5.73%.

RankRTXSHEL
#1-52.65%
Oct 1, 2007 - Nov 5, 2010
-71.56%
May 21, 2018 - Feb 10, 2023
#2-52.11%
May 18, 2001 - Oct 16, 2003
-54.81%
May 21, 2008 - Apr 1, 2011
#3-51.98%
Feb 7, 2020 - Feb 24, 2021
-54.15%
Jul 2, 2014 - Jan 12, 2018
#4-32.84%
Apr 18, 2023 - Apr 29, 2024
-36.27%
Jun 5, 2001 - Nov 3, 2004
#5-30.52%
Feb 20, 2015 - Apr 26, 2017
-25.53%
Oct 31, 2007 - May 21, 2008
#6-27.76%
Sep 21, 2018 - Apr 26, 2019
-21.66%
Jan 10, 2000 - May 11, 2000
#7-26.21%
Jul 7, 2011 - Jan 23, 2013
-21.53%
May 2, 2011 - Dec 23, 2011
#8-26.06%
Jan 13, 2000 - May 5, 2000
-18.47%
Mar 27, 2025 - Jun 13, 2025
#9-21.91%
Apr 20, 2022 - Apr 17, 2023
-17.97%
Apr 7, 2026 - Jun 26, 2026
#10-19.32%
Mar 2, 2026 - May 15, 2026
-17.86%
Jul 9, 2007 - Oct 26, 2007
#11-18.37%
Mar 8, 2001 - May 16, 2001
-16.76%
Oct 12, 2000 - Jun 4, 2001
#12-17.41%
May 16, 2000 - Sep 25, 2000
-16.15%
Aug 26, 2024 - Mar 20, 2025
#13-16.96%
Jun 9, 2014 - Jan 21, 2015
-16.04%
Jan 3, 2012 - Sep 13, 2012
#14-16.15%
Mar 25, 2025 - May 19, 2025
-14.50%
Nov 10, 2006 - May 4, 2007
#15-15.93%
Feb 18, 2004 - Nov 5, 2004
-13.89%
Nov 18, 1999 - Jan 10, 2000

Correlation

Correlation between RTX and SHEL is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

RTX vs SHEL dividend yield comparison.

YearRTXSHEL
20260.67%1.73%
20251.46%3.90%
20242.14%4.39%
20232.76%3.76%
20222.14%3.48%
20212.33%3.78%
202021.21%5.69%
20191.96%6.27%
20182.66%6.27%
20172.13%2.75%
20162.39%6.49%
20152.66%8.17%
20142.05%5.35%
20131.93%4.74%
20122.48%4.82%
20112.55%4.42%
20102.16%5.04%
20092.22%5.71%
20082.51%6.07%
20071.53%3.39%
20061.62%3.44%
20051.57%4.39%
20041.35%3.40%
20031.20%3.32%
20021.58%3.42%
20011.39%3.03%
20001.05%2.81%
19990.31%0.00%

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