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SHEL vs BHP

Comparison between Shell Plc ADR (Representing - ) (SHEL, Company) and BHP Group Ltd (BHP, Company).

SHEL is from the Energy sector, while BHP is from the Basic Materials sector.

5-Year PerformanceSHEL has outperformed BHP, delivering a return of +20.9% compared to +17.8%

SHEL vs BHP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SHEL
$225B
BHP
$224B
Max Drawdown
Winner
SHEL
77.73%
BHP
80.09%
Sharpe Ratio
SHEL
0.51
Winner
BHP
2.06
5Y Beta
Winner
SHEL
0.44
BHP
0.98
Industry
SHEL
Oil & Gas Integrated
BHP
Other Industrial Metals & Mining
P/E Ratio
SHEL
12.30
Winner
BHP
10.32
Forward P/E
Winner
SHEL
7.15
BHP
17.15
PEG Ratio
SHEL
0.24
BHP
N/A
Dividend Yield
Winner
SHEL
1.80%
BHP
1.44%
5Y Dividends CAGR
Winner
SHEL
17.28%
BHP
5.63%
5Y EPS CAGR
SHEL
N/A
BHP
16.99%
Debt to Equity
Winner
SHEL
43.58%
BHP
62.55%
Free Cash Flow Yield
SHEL
8.37%
Winner
BHP
9.33%

SHEL vs BHP - Historical Returns

Returns include dividend reinvestment.

1M
SHEL
-10.23%
Winner
BHP
+4.58%
3M
SHEL
-14.26%
Winner
BHP
+28.65%
6M
SHEL
+12.56%
Winner
BHP
+51.27%
1Y
SHEL
+13.66%
Winner
BHP
+92.43%
5Y(CAGR)
Winner
SHEL
+20.87%
BHP
+17.81%
10Y(CAGR)
SHEL
+8.96%
Winner
BHP
+22.11%
Max(CAGR)
SHEL
+6.80%
Winner
BHP
+14.07%

SHEL vs BHP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSHELBHP
2026+6.40%+45.17%
2025+21.28%+27.88%
2024-1.05%-24.24%
2023+22.28%+17.86%
2022+32.25%+44.04%
2021+31.73%-2.07%
2020-41.70%+25.10%
2019+4.89%+25.60%
2018-8.77%+7.03%
2017+19.93%+29.43%
2016+34.66%+43.42%
2015-29.09%-39.14%
2014-1.99%-26.80%
2013+11.34%-11.78%
2012-3.74%+8.31%
2011+18.83%-22.20%
2010+17.44%+19.58%
2009+15.82%+74.27%
2008-35.05%-37.79%
2007+22.25%+83.39%
2006+9.42%+15.62%
2005+34.86%+44.48%
2004+18.37%+31.80%
2003+17.48%+63.77%
2002-2.33%+7.06%
2001-15.46%+5.14%
2000+5.71%-17.20%
1999+7.39%+31.73%

SHEL vs BHP Drawdown Comparison

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

The maximum drawdown for BHP was -76.24%, occurring on Jan 20, 2016. Recovery took 2430 trading sessions.

The current SHEL drawdown is -15.53%. The current BHP drawdown is -5.67%.

RankSHELBHP
#1-71.56%
May 21, 2018 - Feb 10, 2023
-76.24%
Apr 11, 2011 - Dec 4, 2020
#2-54.81%
May 21, 2008 - Apr 1, 2011
-73.74%
May 16, 2008 - Nov 4, 2010
#3-54.15%
Jul 2, 2014 - Jan 12, 2018
-42.56%
Jan 7, 2000 - Jul 25, 2003
#4-36.27%
Jun 5, 2001 - Nov 3, 2004
-37.26%
Dec 27, 2023 - Jan 5, 2026
#5-25.53%
Oct 31, 2007 - May 21, 2008
-33.79%
Oct 29, 2007 - May 6, 2008
#6-21.66%
Jan 10, 2000 - May 11, 2000
-31.11%
May 10, 2021 - Mar 3, 2022
#7-21.53%
May 2, 2011 - Dec 23, 2011
-30.30%
Jun 7, 2022 - Jan 6, 2023
#8-18.47%
Mar 27, 2025 - Jun 13, 2025
-26.07%
May 9, 2006 - Mar 26, 2007
#9-17.86%
Jul 9, 2007 - Oct 26, 2007
-23.83%
Jul 12, 2007 - Sep 18, 2007
#10-16.76%
Oct 12, 2000 - Jun 4, 2001
-22.08%
Feb 28, 2005 - Aug 3, 2005
#11-16.15%
Aug 26, 2024 - Mar 20, 2025
-21.84%
Apr 1, 2022 - Jun 2, 2022
#12-16.04%
Jan 3, 2012 - Sep 13, 2012
-20.65%
Jan 26, 2023 - Dec 21, 2023
#13-15.53%
Apr 7, 2026 - Jun 18, 2026
-20.54%
Feb 19, 2004 - Sep 21, 2004
#14-14.50%
Nov 10, 2006 - May 4, 2007
-19.75%
Mar 2, 2026 - May 6, 2026
#15-13.89%
Nov 18, 1999 - Jan 10, 2000
-14.41%
Mar 3, 2021 - May 7, 2021

Correlation

Correlation between SHEL and BHP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

SHEL vs BHP dividend yield comparison.

YearSHELBHP
20261.94%1.66%
20253.90%3.64%
20244.39%5.98%
20233.76%4.98%
20223.48%22.44%
20213.78%9.98%
20205.69%3.67%
20196.27%8.59%
20186.27%4.89%
20172.75%3.61%
20166.49%1.68%
20158.17%9.38%
20145.35%5.11%
20134.74%3.40%
20124.82%2.86%
20114.42%2.86%
20105.04%1.87%
20095.71%2.14%
20086.07%3.26%
20073.39%1.34%
20063.44%1.76%
20054.39%1.68%
20043.40%1.50%
20033.32%1.70%
20023.42%2.35%
20013.03%2.45%
20002.81%1.92%
19990.00%0.56%

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