AXP vs. SHEL: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AXP and SHEL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
AXP’s market capitalization stands at 229.88 billion USD, while SHEL’s is 217.79 billion USD, indicating their market valuations are broadly comparable.
AXP’s beta of 1.25 points to significantly higher volatility compared to SHEL (beta: 0.30), suggesting AXP has greater potential for both gains and losses relative to market movements.
SHEL is an American Depositary Receipt (ADR), allowing U.S. investors direct exposure to its non-U.S. operations. AXP, on the other hand, is a domestic entity.
| Symbol | AXP | SHEL |
|---|---|---|
| Company Name | American Express Company | Shell plc |
| Country | US | GB |
| Sector | Financial Services | Energy |
| Industry | Financial - Credit Services | Oil & Gas Integrated |
| CEO | Stephen Joseph Squeri | Wael Sawan |
| Price | 328.13 USD | 71.92 USD |
| Market Cap | 229.88 billion USD | 217.79 billion USD |
| Beta | 1.25 | 0.30 |
| Exchange | NYSE | NYSE |
| IPO Date | June 1, 1972 | October 31, 1994 |
| ADR | No | Yes |
Historical Performance
This chart compares the performance of AXP and SHEL by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
AXP
34.05%
Financial - Credit Services Industry
- Max
- 34.05%
- Q3
- 18.70%
- Median
- 10.57%
- Q1
- 3.55%
- Min
- -12.12%
In the upper quartile for the Financial - Credit Services industry, AXP’s Return on Equity of 34.05% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
SHEL
7.40%
Oil & Gas Integrated Industry
- Max
- 20.46%
- Q3
- 15.43%
- Median
- 12.48%
- Q1
- 8.43%
- Min
- -1.92%
SHEL’s Return on Equity of 7.40% is in the lower quartile for the Oil & Gas Integrated industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Return on Invested Capital
AXP
8.40%
Financial - Credit Services Industry
- Max
- 68.11%
- Q3
- 32.26%
- Median
- 9.52%
- Q1
- 3.37%
- Min
- -7.03%
Return on Invested Capital is often not a primary measure of capital efficiency in the Financial - Credit Services industry.
SHEL
4.50%
Oil & Gas Integrated Industry
- Max
- 12.91%
- Q3
- 9.65%
- Median
- 7.06%
- Q1
- 3.79%
- Min
- -0.29%
SHEL’s Return on Invested Capital of 4.50% is in line with the norm for the Oil & Gas Integrated industry, reflecting a standard level of efficiency in generating profits from its capital base.
Net Profit Margin
AXP
13.64%
Financial - Credit Services Industry
- Max
- 39.42%
- Q3
- 20.10%
- Median
- 12.91%
- Q1
- 5.82%
- Min
- -14.80%
AXP’s Net Profit Margin of 13.64% is aligned with the median group of its peers in the Financial - Credit Services industry. This indicates its ability to convert revenue into profit is typical for the sector.
SHEL
4.81%
Oil & Gas Integrated Industry
- Max
- 11.33%
- Q3
- 9.89%
- Median
- 8.06%
- Q1
- 4.82%
- Min
- -0.64%
Falling into the lower quartile for the Oil & Gas Integrated industry, SHEL’s Net Profit Margin of 4.81% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin
AXP
17.36%
Financial - Credit Services Industry
- Max
- 77.26%
- Q3
- 42.86%
- Median
- 17.99%
- Q1
- 10.82%
- Min
- -14.94%
AXP’s Operating Profit Margin of 17.36% is around the midpoint for the Financial - Credit Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
SHEL
9.73%
Oil & Gas Integrated Industry
- Max
- 30.12%
- Q3
- 21.81%
- Median
- 9.73%
- Q1
- 7.69%
- Min
- 4.28%
SHEL’s Operating Profit Margin of 9.73% is around the midpoint for the Oil & Gas Integrated industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | AXP | SHEL |
|---|---|---|
| Return on Equity (TTM) | 34.05% | 7.40% |
| Return on Assets (TTM) | 3.64% | 3.47% |
| Return on Invested Capital (TTM) | 8.40% | 4.50% |
| Net Profit Margin (TTM) | 13.64% | 4.81% |
| Operating Profit Margin (TTM) | 17.36% | 9.73% |
| Gross Profit Margin (TTM) | 82.37% | 15.15% |
Financial Strength
Current Ratio
AXP
0.32
Financial - Credit Services Industry
- Max
- 8.15
- Q3
- 4.39
- Median
- 2.62
- Q1
- 1.06
- Min
- 0.15
For the Financial - Credit Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
SHEL
1.32
Oil & Gas Integrated Industry
- Max
- 1.54
- Q3
- 1.42
- Median
- 1.24
- Q1
- 0.93
- Min
- 0.41
SHEL’s Current Ratio of 1.32 aligns with the median group of the Oil & Gas Integrated industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio
AXP
1.69
Financial - Credit Services Industry
- Max
- 4.69
- Q3
- 2.55
- Median
- 1.20
- Q1
- 0.55
- Min
- 0.00
AXP’s Debt-to-Equity Ratio of 1.69 is typical for the Financial - Credit Services industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
SHEL
0.43
Oil & Gas Integrated Industry
- Max
- 1.22
- Q3
- 0.83
- Median
- 0.46
- Q1
- 0.26
- Min
- 0.14
SHEL’s Debt-to-Equity Ratio of 0.43 is typical for the Oil & Gas Integrated industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio
AXP
1.59
Financial - Credit Services Industry
- Max
- 17.48
- Q3
- 7.42
- Median
- 1.59
- Q1
- 0.38
- Min
- -7.77
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial - Credit Services industry.
SHEL
5.68
Oil & Gas Integrated Industry
- Max
- 33.34
- Q3
- 16.73
- Median
- 9.99
- Q1
- 4.43
- Min
- 1.03
SHEL’s Interest Coverage Ratio of 5.68 is positioned comfortably within the norm for the Oil & Gas Integrated industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | AXP | SHEL |
|---|---|---|
| Current Ratio (TTM) | 0.32 | 1.32 |
| Quick Ratio (TTM) | 0.32 | 1.08 |
| Debt-to-Equity Ratio (TTM) | 1.69 | 0.43 |
| Debt-to-Asset Ratio (TTM) | 0.19 | 0.20 |
| Net Debt-to-EBITDA Ratio (TTM) | 0.03 | 0.72 |
| Interest Coverage Ratio (TTM) | 1.59 | 5.68 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AXP and SHEL. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
AXP
0.93%
Financial - Credit Services Industry
- Max
- 14.68%
- Q3
- 2.97%
- Median
- 1.03%
- Q1
- 0.00%
- Min
- 0.00%
AXP’s Dividend Yield of 0.93% is consistent with its peers in the Financial - Credit Services industry, providing a dividend return that is standard for its sector.
SHEL
4.10%
Oil & Gas Integrated Industry
- Max
- 18.27%
- Q3
- 6.79%
- Median
- 4.63%
- Q1
- 3.87%
- Min
- 0.00%
SHEL’s Dividend Yield of 4.10% is consistent with its peers in the Oil & Gas Integrated industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio
AXP
20.01%
Financial - Credit Services Industry
- Max
- 169.58%
- Q3
- 38.15%
- Median
- 18.30%
- Q1
- 0.00%
- Min
- 0.00%
AXP’s Dividend Payout Ratio of 20.01% is within the typical range for the Financial - Credit Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SHEL
63.90%
Oil & Gas Integrated Industry
- Max
- 470.85%
- Q3
- 105.45%
- Median
- 60.50%
- Q1
- 47.51%
- Min
- 0.00%
SHEL’s Dividend Payout Ratio of 63.90% is within the typical range for the Oil & Gas Integrated industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AXP | SHEL |
|---|---|---|
| Dividend Yield (TTM) | 0.93% | 4.10% |
| Dividend Payout Ratio (TTM) | 20.01% | 63.90% |
Valuation
Price-to-Earnings Ratio
AXP
22.38
Financial - Credit Services Industry
- Max
- 42.04
- Q3
- 25.88
- Median
- 12.28
- Q1
- 9.55
- Min
- 3.09
AXP’s P/E Ratio of 22.38 is within the middle range for the Financial - Credit Services industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
SHEL
16.71
Oil & Gas Integrated Industry
- Max
- 16.54
- Q3
- 15.68
- Median
- 11.70
- Q1
- 10.25
- Min
- 5.34
At 16.71, SHEL’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Oil & Gas Integrated industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
Forward P/E to Growth Ratio
AXP
2.10
Financial - Credit Services Industry
- Max
- 2.76
- Q3
- 1.57
- Median
- 0.82
- Q1
- 0.51
- Min
- 0.06
A Forward PEG Ratio of 2.10 places AXP in the upper quartile for the Financial - Credit Services industry. This suggests the stock is potentially expensive compared to its peers relative to its growth forecast, which may warrant caution.
SHEL
1.82
Oil & Gas Integrated Industry
- Max
- 1.80
- Q3
- 1.60
- Median
- 1.23
- Q1
- 0.85
- Min
- 0.46
The Forward PEG Ratio is often not a primary valuation metric in the Oil & Gas Integrated industry.
Price-to-Sales Ratio
AXP
3.05
Financial - Credit Services Industry
- Max
- 6.24
- Q3
- 3.02
- Median
- 1.54
- Q1
- 0.75
- Min
- 0.32
The P/S Ratio is often not a primary valuation tool in the Financial - Credit Services industry.
SHEL
0.75
Oil & Gas Integrated Industry
- Max
- 1.39
- Q3
- 1.23
- Median
- 0.82
- Q1
- 0.61
- Min
- 0.42
SHEL’s P/S Ratio of 0.75 aligns with the market consensus for the Oil & Gas Integrated industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio
AXP
7.37
Financial - Credit Services Industry
- Max
- 3.58
- Q3
- 2.84
- Median
- 1.28
- Q1
- 0.84
- Min
- 0.07
At 7.37, AXP’s P/B Ratio is at an extreme premium to the Financial - Credit Services industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
SHEL
1.26
Oil & Gas Integrated Industry
- Max
- 2.27
- Q3
- 1.77
- Median
- 1.38
- Q1
- 1.17
- Min
- 0.71
SHEL’s P/B Ratio of 1.26 is within the conventional range for the Oil & Gas Integrated industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | AXP | SHEL |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 22.38 | 16.71 |
| Forward PEG Ratio (TTM) | 2.10 | 1.82 |
| Price-to-Sales Ratio (P/S, TTM) | 3.05 | 0.75 |
| Price-to-Book Ratio (P/B, TTM) | 7.37 | 1.26 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 20.31 | 6.77 |
| EV-to-EBITDA (TTM) | 15.56 | 4.47 |
| EV-to-Sales (TTM) | 3.06 | 0.90 |