SHEL vs USOI
Comparison between Shell Plc ADR (Representing - ) (SHEL, Company) and UBS AG London Branch (USOI, Company).
SHEL vs USOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SHEL
$225B
USOI
$215B
Max Drawdown
SHEL
77.73%
Winner
USOI
42.93%
Sharpe Ratio
SHEL
0.55
Winner
USOI
0.80
5Y Beta
SHEL
0.44
USOI
N/A
Industry
SHEL
Oil & Gas Integrated
USOI
N/A
P/E Ratio
SHEL
12.30
Winner
USOI
-44.70
Forward P/E
SHEL
7.09
USOI
N/A
PEG Ratio
SHEL
0.24
USOI
N/A
Dividend Yield
SHEL
1.88%
USOI
N/A
5Y Dividends CAGR
SHEL
17.28%
USOI
N/A
Debt to Equity
Winner
SHEL
43.58%
USOI
467.72%
Free Cash Flow Yield
SHEL
8.37%
Winner
USOI
17.72%
P/S Ratio
SHEL
0.82
USOI
N/A
P/B Ratio
SHEL
1.26
USOI
N/A
SHEL vs USOI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHEL
-9.35%
USOI
-17.55%
3M
SHEL
-13.95%
Winner
USOI
-1.05%
6M
SHEL
+8.65%
Winner
USOI
+20.20%
1Y
SHEL
+15.03%
Winner
USOI
+21.78%
5Y(CAGR)
SHEL
+18.69%
USOI
N/A
10Y(CAGR)
SHEL
+8.86%
USOI
N/A
Max(CAGR)
SHEL
+6.73%
Winner
USOI
+8.57%
SHEL vs USOI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SHEL | USOI |
|---|---|---|
| 2026 | +4.90% | +21.60% |
| 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 -21.68%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current SHEL drawdown is -16.72%. The current USOI drawdown is -21.68%.
| Rank | SHEL | USOI |
|---|---|---|
| #1 | -71.56% May 21, 2018 - Feb 10, 2023 | -21.68% May 19, 2026 - Jun 24, 2026 |
| #2 | -54.81% May 21, 2008 - Apr 1, 2011 | -19.44% Jan 15, 2025 - Mar 2, 2026 |
| #3 | -54.15% Jul 2, 2014 - Jan 12, 2018 | -13.81% Jul 17, 2024 - Jan 15, 2025 |
| #4 | -36.27% Jun 5, 2001 - Nov 3, 2004 | -5.99% Apr 13, 2026 - Apr 21, 2026 |
| #5 | -25.53% Oct 31, 2007 - May 21, 2008 | -5.25% Apr 29, 2026 - May 12, 2026 |
| #6 | -21.66% Jan 10, 2000 - May 11, 2000 | -3.87% Mar 20, 2026 - Mar 27, 2026 |
| #7 | -21.53% May 2, 2011 - Dec 23, 2011 | -1.77% Jul 11, 2024 - Jul 17, 2024 |
| #8 | -18.47% Mar 27, 2025 - Jun 13, 2025 | -1.29% Apr 23, 2026 - Apr 27, 2026 |
| #9 | -17.86% Jul 9, 2007 - Oct 26, 2007 | -1.20% Mar 6, 2026 - Mar 12, 2026 |
| #10 | -16.76% Oct 12, 2000 - Jun 4, 2001 | -0.94% Mar 31, 2026 - Apr 2, 2026 |
| #11 | -16.72% Apr 7, 2026 - Jun 24, 2026 | -0.72% Apr 6, 2026 - Apr 13, 2026 |
| #12 | -16.15% Aug 26, 2024 - Mar 20, 2025 | -0.60% Jul 5, 2024 - Jul 11, 2024 |
| #13 | -16.04% Jan 3, 2012 - Sep 13, 2012 | -0.59% Jun 24, 2024 - Jun 27, 2024 |
| #14 | -14.50% Nov 10, 2006 - May 4, 2007 | -0.48% May 12, 2026 - May 14, 2026 |
| #15 | -13.89% Nov 18, 1999 - Jan 10, 2000 | -0.33% Jun 20, 2024 - Jun 24, 2024 |
Correlation
Correlation between SHEL and USOI is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2000 - 2026)
SHEL vs USOI dividend yield comparison.
| Year | SHEL | USOI |
|---|---|---|
| 2026 | 1.96% | 35.91% |
| 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% |
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