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BKR vs. SHEL: Baker Hughes vs. Shell Stock Comparison

How do Baker Hughes (BKR) and Shell (SHEL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Baker Hughes (BKR) and Shell (SHEL) both fall under the Energy industry group, but BKR is classified in Energy Equipment & Services while SHEL is classified in Oil, Gas & Consumable Fuels.

Baker Hughes (BKR) trades as ordinary local shares, while Shell (SHEL) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Baker Hughes (BKR) and Shell (SHEL)
Profile ItemBKRSHEL
NameBaker Hughes CompanyShell plc American Depositary Shares (Each representing two Ordinary shares)
Country/RegionUnited StatesUnited Kingdom
GICS SectorEnergyEnergy
GICS Industry GroupEnergyEnergy
GICS IndustryEnergy Equipment & ServicesOil, Gas & Consumable Fuels
GICS Sub-IndustryOil & Gas Equipment & ServicesIntegrated Oil & Gas
Market Capitalization47.54 billion USD280.59 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateApril 6, 1987March 12, 1984
Security TypeCommon StockADR

Price Performance

Cumulative Growth

BKR
SHEL
GSPC
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Baker Hughes (BKR) vs. Shell (SHEL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Baker Hughes (BKR) and Shell (SHEL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Baker Hughes (BKR) and Shell (SHEL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
Total Return (1Y)3.17%36.30%
Total Return (3Y, Annualized)15.12%19.93%
Total Return (5Y, Annualized)16.57%21.02%

Risk Profile

Drawdown History

BKR
SHEL
GSPC
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Baker Hughes (BKR) vs. Shell (SHEL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Baker Hughes (BKR) and Shell (SHEL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
Volatility (1Y, Annualized)35.34%23.60%
Beta (5Y)1.100.10
Max Drawdown (5Y)-46.53%-25.04%
Avg. Volume (3M)7.67M6.01M

Risk-Adjusted Performance

Risk-Return Positioning

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BKR and SHEL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
Sharpe Ratio (1Y)-0.031.36
Sortino Ratio (1Y)-0.041.99

Profitability

ROE (TTM)

Both Baker Hughes (BKR) at 15.06% and Shell (SHEL) at 17.43% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

BKR

Energy industry group

15.06%

Max
53.85%
Q3
24.79%
BKR
15.06%
Median
12.85%
Q1
2.03%
Min
-29.09%

SHEL

Energy industry group

17.43%

Max
53.85%
Q3
24.79%
SHEL
17.43%
Median
12.85%
Q1
2.03%
Min
-29.09%
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their ROE against the Energy industry group benchmark.

Net Margin (TTM)

Both Baker Hughes (BKR) at 10.08% and Shell (SHEL) at 10.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BKR

Energy industry group

10.08%

Max
56.92%
Q3
22.92%
Median
10.10%
BKR
10.08%
Q1
0.07%
Min
-27.38%

SHEL

Energy industry group

10.18%

Max
56.92%
Q3
22.92%
SHEL
10.18%
Median
10.10%
Q1
0.07%
Min
-27.38%
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their net margin against the Energy industry group benchmark.

Operating Margin (TTM)

Both Baker Hughes (BKR) at 11.29% and Shell (SHEL) at 18.76% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BKR

Energy industry group

11.29%

Max
71.31%
Q3
33.75%
Median
18.73%
BKR
11.29%
Q1
6.94%
Min
-24.52%

SHEL

Energy industry group

18.76%

Max
71.31%
Q3
33.75%
SHEL
18.76%
Median
18.73%
Q1
6.94%
Min
-24.52%
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their operating margin against the Energy industry group benchmark.

Profitability Metrics

Profitability metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
ROE (TTM)15.06%17.43%
ROA (TTM)4.46%7.67%
Net Margin (TTM)10.08%10.18%
Operating Margin (TTM)11.29%18.76%
Gross Margin (TTM)23.70%26.93%

Growth

Revenue Growth

Both Baker Hughes (BKR) at -0.35% and Shell (SHEL) at -6.13% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Baker Hughes (BKR) at -12.75% and Shell (SHEL) at 18.58% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
Revenue Growth (YoY)-0.35%-6.13%
Revenue Growth (3Y CAGR)9.44%-11.21%
EPS Growth (YoY)-12.75%18.58%
EPS Growth (3Y CAGR)---19.31%

Financial Strength

Current Ratio (MRQ)

Both Baker Hughes (BKR) at 1.24 and Shell (SHEL) at 1.38 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

BKR

Energy industry group

1.24

Max
3.64
Q3
2.21
Median
1.41
BKR
1.24
Q1
0.88
Min
0.24

SHEL

Energy industry group

1.38

Max
3.64
Q3
2.21
Median
1.41
SHEL
1.38
Q1
0.88
Min
0.24
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their current ratio against the Energy industry group benchmark.

Debt / Equity (MRQ)

Both Baker Hughes (BKR) at 0.89 and Shell (SHEL) at 0.38 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

BKR

Energy industry group

0.89

Max
1.75
Q3
0.93
BKR
0.89
Median
0.54
Q1
0.30
Min
0.00

SHEL

Energy industry group

0.38

Max
1.75
Q3
0.93
Median
0.54
SHEL
0.38
Q1
0.30
Min
0.00
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their debt-to-equity ratio against the Energy industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
Current Ratio (MRQ)1.241.38
Debt / Equity (MRQ)0.890.38
Net Debt / EBITDA2.570.59

Dividends

Dividend Yield (TTM)

Both Baker Hughes (BKR) at 1.99% and Shell (SHEL) at 1.54% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BKR

Energy industry group

1.99%

Max
8.57%
Q3
3.58%
BKR
1.99%
Median
1.71%
Q1
0.00%
Min
0.00%

SHEL

Energy industry group

1.54%

Max
8.57%
Q3
3.58%
Median
1.71%
SHEL
1.54%
Q1
0.00%
Min
0.00%
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their dividend yield against the Energy industry group benchmark.

Dividend Payout Ratio (TTM)

Both Baker Hughes (BKR) at 31.62% and Shell (SHEL) at 26.24% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

BKR

Energy industry group

31.62%

Max
133.24%
Q3
53.31%
BKR
31.62%
Median
25.24%
Q1
0.00%
Min
0.00%

SHEL

Energy industry group

26.24%

Max
133.24%
Q3
53.31%
SHEL
26.24%
Median
25.24%
Q1
0.00%
Min
0.00%
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their payout ratio against the Energy industry group benchmark.

Dividend Metrics

Dividend metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
Dividend Yield (TTM)1.99%1.54%
Dividend Payout Ratio (TTM)31.62%26.24%

Valuation

P/E Ratio (TTM)

Both Baker Hughes (BKR) at 16.45 and Shell (SHEL) at 8.60 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

BKR

Energy industry group

16.45

Max
39.54
Q3
21.72
BKR
16.45
Median
12.19
Q1
7.71
Min
2.99

SHEL

Energy industry group

8.60

Max
39.54
Q3
21.72
Median
12.19
SHEL
8.60
Q1
7.71
Min
2.99
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their P/E ratio against the Energy industry group benchmark.

P/S Ratio (TTM)

Shell (SHEL) at 0.87 sits in the cheaper P/S ratio quartile while Baker Hughes (BKR) at 1.65 prices around its industry’s middle — SHEL costs less per dollar of sales, though read it alongside growth and margins.

BKR

Energy industry group

1.65

Max
5.40
Q3
2.85
Median
1.69
BKR
1.65
Q1
0.88
Min
0.00

SHEL

Energy industry group

0.87

Max
5.40
Q3
2.85
Median
1.69
Q1
0.88
SHEL
0.87
Min
0.00
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their P/S ratio against the Energy industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Baker Hughes (BKR) at 2.36 and Shell (SHEL) at 1.43 are valued close to their industries’ norm against book — neither stands out from peers.

BKR

Energy industry group

2.36

Max
4.21
Q3
2.38
BKR
2.36
Median
1.51
Q1
1.08
Min
0.01

SHEL

Energy industry group

1.43

Max
4.21
Q3
2.38
Median
1.51
SHEL
1.43
Q1
1.08
Min
0.01
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Baker Hughes (BKR) vs. Shell (SHEL): A comparison of their P/B ratio against the Energy industry group benchmark.

Valuation Metrics

Valuation metrics for Baker Hughes (BKR) and Shell (SHEL)
MetricBKRSHEL
P/E Ratio (TTM)16.458.60
P/S Ratio (TTM)1.650.87
P/B Ratio (MRQ)2.361.43
Free Cash Flow Yield (TTM)10.69%10.35%