SHEL vs USOI

Comparison between Shell Plc ADR (Representing - ) (SHEL, Company) and UBS AG London Branch (USOI, Company).

SHEL vs USOI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHEL(COMPANY)	USOI(COMPANY)
Market Cap	$253B	$242B
Max Drawdown	77.73%	39.19%
Sharpe Ratio	1.36	1.86
5Y Beta	0.46	N/A
Industry	Oil & Gas Integrated	N/A
P/E Ratio	14.74	-50.39
Forward P/E	7.76	N/A
PEG Ratio	0.80	N/A
Dividend Yield	1.66%	N/A
5Y Dividends CAGR	17.23%	N/A
Debt to Equity	59.97%	467.72%
Free Cash Flow Yield	8.98%	15.72%
P/S Ratio	0.91	N/A
P/B Ratio	1.43	N/A

Market Cap

Winner

SHEL

$253B

USOI

$242B

Max Drawdown

SHEL

77.73%

Winner

USOI

39.19%

Sharpe Ratio

SHEL

1.36

Winner

USOI

1.86

5Y Beta

SHEL

0.46

USOI

N/A

Industry

SHEL

Oil & Gas Integrated

USOI

N/A

P/E Ratio

SHEL

14.74

Winner

USOI

-50.39

Forward P/E

SHEL

7.76

USOI

N/A

PEG Ratio

SHEL

0.80

USOI

N/A

Dividend Yield

SHEL

1.66%

USOI

N/A

5Y Dividends CAGR

SHEL

17.23%

USOI

N/A

Debt to Equity

Winner

SHEL

59.97%

USOI

467.72%

Free Cash Flow Yield

SHEL

8.98%

Winner

USOI

15.72%

P/S Ratio

SHEL

0.91

USOI

N/A

P/B Ratio

SHEL

1.43

USOI

N/A

SHEL vs USOI - Historical Returns

Returns include dividend reinvestment.

Period	SHEL	USOI
1 month	-8.74%	+8.10%
3 months	+8.94%	+28.66%
6 months	+13.18%	+37.93%
1 year	+34.20%	+45.67%
5 years(CAGR)	+21.42%	N/A
10 years(CAGR)	+10.23%	N/A
Max(CAGR)	+7.04%	+17.46%

SHEL

-8.74%

Winner

USOI

+8.10%

SHEL

+8.94%

Winner

USOI

+28.66%

SHEL

+13.18%

Winner

USOI

+37.93%

SHEL

+34.20%

Winner

USOI

+45.67%

5Y(CAGR)

SHEL

+21.42%

USOI

N/A

10Y(CAGR)

SHEL

+10.23%

USOI

N/A

Max(CAGR)

SHEL

+7.04%

Winner

USOI

+17.46%

SHEL vs USOI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SHEL	USOI
2026	+12.35%	+40.03%
2025	+21.28%	-9.43%
2024	-1.05%	+6.91%
2023	+22.28%	N/A
2022	+32.25%	N/A
2021	+31.73%	N/A
2020	-41.70%	N/A
2019	+4.89%	N/A
2018	-8.77%	N/A
2017	+19.93%	N/A
2016	+34.66%	N/A
2015	-29.09%	N/A
2014	-1.99%	N/A
2013	+11.34%	N/A
2012	-3.74%	N/A
2011	+18.83%	N/A
2010	+17.44%	N/A
2009	+15.82%	N/A
2008	-35.05%	N/A
2007	+22.25%	N/A
2006	+9.42%	N/A
2005	+34.86%	N/A
2004	+18.37%	N/A
2003	+17.48%	N/A
2002	-2.33%	N/A
2001	-15.46%	N/A
2000	+5.71%	N/A
1999	+7.39%	N/A

SHEL vs USOI Drawdown Comparison

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

The maximum drawdown for USOI was -19.44%, occurring on May 5, 2025. Recovery took 281 trading sessions.

The current SHEL drawdown is -10.81%. The current USOI drawdown is -4.99%.

Rank	SHEL	USOI
#1	-71.56% May 21, 2018 - Feb 10, 2023	-19.44% Jan 15, 2025 - Mar 2, 2026
#2	-54.81% May 21, 2008 - Apr 1, 2011	-13.81% Jul 17, 2024 - Jan 15, 2025
#3	-54.15% Jul 2, 2014 - Jan 12, 2018	-5.99% Apr 13, 2026 - Apr 21, 2026
#4	-36.27% Jun 5, 2001 - Nov 3, 2004	-5.25% Apr 29, 2026 - May 6, 2026
#5	-25.53% Oct 31, 2007 - May 21, 2008	-3.87% Mar 20, 2026 - Mar 27, 2026
#6	-21.66% Jan 10, 2000 - May 11, 2000	-1.77% Jul 11, 2024 - Jul 17, 2024
#7	-21.53% May 2, 2011 - Dec 23, 2011	-1.29% Apr 23, 2026 - Apr 27, 2026
#8	-18.47% Mar 27, 2025 - Jun 13, 2025	-1.20% Mar 6, 2026 - Mar 12, 2026
#9	-17.86% Jul 9, 2007 - Oct 26, 2007	-0.94% Mar 31, 2026 - Apr 2, 2026
#10	-16.76% Oct 12, 2000 - Jun 4, 2001	-0.72% Apr 6, 2026 - Apr 13, 2026
#11	-16.15% Aug 26, 2024 - Mar 20, 2025	-0.60% Jul 5, 2024 - Jul 11, 2024
#12	-16.04% Jan 3, 2012 - Sep 13, 2012	-0.59% Jun 24, 2024 - Jun 27, 2024
#13	-14.50% Nov 10, 2006 - May 4, 2007	-0.33% Jun 20, 2024 - Jun 24, 2024
#14	-13.89% Nov 18, 1999 - Jan 10, 2000	-0.27% Jun 6, 2024 - Jun 10, 2024
#15	-13.78% Mar 6, 2023 - Jul 13, 2023	-0.21% Jun 27, 2024 - Jul 1, 2024

Correlation

Correlation between SHEL and USOI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

SHEL vs USOI dividend yield comparison.

Year	SHEL	USOI
2026	0.89%	18.33%
2025	3.90%	27.21%
2024	4.39%	12.54%
2023	3.76%	0.00%
2022	3.48%	0.00%
2021	3.78%	0.00%
2020	5.69%	0.00%
2019	6.27%	0.00%
2018	6.27%	0.00%
2017	2.75%	0.00%
2016	6.49%	0.00%
2015	8.17%	0.00%
2014	5.35%	0.00%
2013	4.74%	0.00%
2012	4.82%	0.00%
2011	4.42%	0.00%
2010	5.04%	0.00%
2009	5.71%	0.00%
2008	6.07%	0.00%
2007	3.39%	0.00%
2006	3.44%	0.00%
2005	4.39%	0.00%
2004	3.40%	0.00%
2003	3.32%	0.00%
2002	3.42%	0.00%
2001	3.03%	0.00%
2000	2.81%	0.00%