CVX vs. SHEL: A Head-to-Head Stock Comparison
Here's a clear look at CVX and SHEL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | CVX | SHEL |
|---|---|---|
| Company Name | Chevron Corporation | Shell plc |
| Country | United States | United Kingdom |
| GICS Sector | Energy | Energy |
| GICS Industry Group | Energy | Energy |
| GICS Industry | Oil, Gas & Consumable Fuels | Oil, Gas & Consumable Fuels |
| GICS Sub-Industry | Integrated Oil & Gas | Integrated Oil & Gas |
| Market Capitalization | 422.16 billion USD | 260.49 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 2, 1962 | March 12, 1984 |
| Security Type | Common Stock | ADR |
CVX is a standard domestic listing, while SHEL trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.
CVX's market capitalization (422.16 billion USD) is substantially larger than SHEL's (260.49 billion USD), indicating a significant difference in their market valuations.
SHEL is an American Depositary Receipt (ADR), allowing U.S. investors direct exposure to its non-U.S. operations. CVX, on the other hand, is a domestic entity.
Historical Performance
This chart compares the performance of CVX 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.
Historical Performance at a Glance
| Symbol | CVX | SHEL |
|---|---|---|
| 5-Day Price Return | 2.89% | 3.80% |
| 13-Week Price Return | 40.29% | 29.06% |
| 26-Week Price Return | 35.31% | 30.27% |
| 52-Week Price Return | 26.70% | 23.26% |
| Month-to-Date Return | 13.06% | 13.29% |
| Year-to-Date Return | 38.54% | 27.08% |
| 10-Day Avg. Volume | 15.91M | 10.20M |
| 3-Month Avg. Volume | 11.49M | 6.52M |
| 3-Month Volatility | 23.00% | 23.37% |
| Beta | 0.57 | 0.76 |
With betas of 0.57 for CVX and 0.76 for SHEL, both stocks show similar sensitivity to overall market movements.
Profitability
Return on Equity (TTM)
CVX
7.32%
Oil, Gas & Consumable Fuels Industry
- Max
- 28.59%
- Q3
- 15.52%
- Median
- 9.87%
- Q1
- 4.13%
- Min
- -8.71%
CVX's Return on Equity of 7.32% is on par with the norm for the Oil, Gas & Consumable Fuels industry, indicating its profitability relative to shareholder equity is typical for the sector.
SHEL
10.05%
Oil, Gas & Consumable Fuels Industry
- Max
- 28.59%
- Q3
- 15.52%
- Median
- 9.87%
- Q1
- 4.13%
- Min
- -8.71%
SHEL's Return on Equity of 10.05% is on par with the norm for the Oil, Gas & Consumable Fuels industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
CVX
6.67%
Oil, Gas & Consumable Fuels Industry
- Max
- 42.87%
- Q3
- 20.28%
- Median
- 8.20%
- Q1
- 2.65%
- Min
- -21.58%
CVX's Net Profit Margin of 6.67% is aligned with the median group of its peers in the Oil, Gas & Consumable Fuels industry. This indicates its ability to convert revenue into profit is typical for the sector.
SHEL
6.68%
Oil, Gas & Consumable Fuels Industry
- Max
- 42.87%
- Q3
- 20.28%
- Median
- 8.20%
- Q1
- 2.65%
- Min
- -21.58%
SHEL's Net Profit Margin of 6.68% is aligned with the median group of its peers in the Oil, Gas & Consumable Fuels industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
CVX
9.77%
Oil, Gas & Consumable Fuels Industry
- Max
- 64.89%
- Q3
- 32.41%
- Median
- 16.30%
- Q1
- 6.18%
- Min
- -31.48%
CVX's Operating Profit Margin of 9.77% is around the midpoint for the Oil, Gas & Consumable Fuels industry, indicating that its efficiency in managing core business operations is typical for the sector.
SHEL
11.53%
Oil, Gas & Consumable Fuels Industry
- Max
- 64.89%
- Q3
- 32.41%
- Median
- 16.30%
- Q1
- 6.18%
- Min
- -31.48%
SHEL's Operating Profit Margin of 11.53% is around the midpoint for the Oil, Gas & Consumable Fuels industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | CVX | SHEL |
|---|---|---|
| Return on Equity (TTM) | 7.32% | 10.05% |
| Return on Assets (TTM) | 4.25% | 4.68% |
| Net Profit Margin (TTM) | 6.67% | 6.68% |
| Operating Profit Margin (TTM) | 9.77% | 11.53% |
| Gross Profit Margin (TTM) | 41.33% | 25.40% |
Financial Strength
Current Ratio (MRQ)
CVX
1.15
Oil, Gas & Consumable Fuels Industry
- Max
- 2.58
- Q3
- 1.65
- Median
- 1.26
- Q1
- 0.89
- Min
- 0.01
CVX's Current Ratio of 1.15 aligns with the median group of the Oil, Gas & Consumable Fuels industry, indicating that its short-term liquidity is in line with its sector peers.
SHEL
1.30
Oil, Gas & Consumable Fuels Industry
- Max
- 2.58
- Q3
- 1.65
- Median
- 1.26
- Q1
- 0.89
- Min
- 0.01
SHEL's Current Ratio of 1.30 aligns with the median group of the Oil, Gas & Consumable Fuels industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio (MRQ)
CVX
0.22
Oil, Gas & Consumable Fuels Industry
- Max
- 1.98
- Q3
- 1.03
- Median
- 0.53
- Q1
- 0.26
- Min
- 0.00
Falling into the lower quartile for the Oil, Gas & Consumable Fuels industry, CVX's Debt-to-Equity Ratio of 0.22 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
SHEL
0.43
Oil, Gas & Consumable Fuels Industry
- Max
- 1.98
- Q3
- 1.03
- Median
- 0.53
- Q1
- 0.26
- Min
- 0.00
SHEL's Debt-to-Equity Ratio of 0.43 is typical for the Oil, Gas & Consumable Fuels 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 (TTM)
CVX
-5.38
Oil, Gas & Consumable Fuels Industry
- Max
- 54.03
- Q3
- 23.42
- Median
- 7.64
- Q1
- 2.90
- Min
- -19.25
CVX has a negative Interest Coverage Ratio of -5.38. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
SHEL
20.21
Oil, Gas & Consumable Fuels Industry
- Max
- 54.03
- Q3
- 23.42
- Median
- 7.64
- Q1
- 2.90
- Min
- -19.25
SHEL's Interest Coverage Ratio of 20.21 is positioned comfortably within the norm for the Oil, Gas & Consumable Fuels industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | CVX | SHEL |
|---|---|---|
| Current Ratio (MRQ) | 1.15 | 1.30 |
| Quick Ratio (MRQ) | 0.74 | 1.03 |
| Debt-to-Equity Ratio (MRQ) | 0.22 | 0.43 |
| Interest Coverage Ratio (TTM) | -5.38 | 20.21 |
Growth
Revenue Growth
Revenue Growth at a Glance
| Symbol | CVX | SHEL |
|---|---|---|
| Revenue Growth (MRQ vs Prior YoY) | -5.27% | -3.30% |
| Revenue Growth (TTM vs Prior YoY) | -4.64% | -6.13% |
| 3-Year Revenue CAGR | -7.85% | -11.21% |
| 5-Year Revenue CAGR | 14.32% | 8.13% |
EPS Growth
EPS Growth at a Glance
| Symbol | CVX | SHEL |
|---|---|---|
| EPS Growth (MRQ vs Prior YoY) | -23.94% | 391.93% |
| EPS Growth (TTM vs Prior YoY) | -31.47% | 19.47% |
| 3-Year EPS CAGR | -28.70% | -19.32% |
| 5-Year EPS CAGR | -- | -- |
Dividend
Dividend Yield (TTM)
CVX
3.03%
Oil, Gas & Consumable Fuels Industry
- Max
- 8.45%
- Q3
- 4.98%
- Median
- 3.27%
- Q1
- 1.64%
- Min
- 0.00%
CVX's Dividend Yield of 3.03% is consistent with its peers in the Oil, Gas & Consumable Fuels industry, providing a dividend return that is standard for its sector.
SHEL
3.27%
Oil, Gas & Consumable Fuels Industry
- Max
- 8.45%
- Q3
- 4.98%
- Median
- 3.27%
- Q1
- 1.64%
- Min
- 0.00%
SHEL's Dividend Yield of 3.27% is consistent with its peers in the Oil, Gas & Consumable Fuels industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
CVX
103.68%
Oil, Gas & Consumable Fuels Industry
- Max
- 192.93%
- Q3
- 100.32%
- Median
- 56.37%
- Q1
- 27.34%
- Min
- 0.00%
CVX's Dividend Payout Ratio of 103.68% is above 100%. This means the company is paying out more in dividends than it earned, a practice that is often unsustainable and could indicate a risk to future dividend stability.
SHEL
47.49%
Oil, Gas & Consumable Fuels Industry
- Max
- 192.93%
- Q3
- 100.32%
- Median
- 56.37%
- Q1
- 27.34%
- Min
- 0.00%
SHEL's Dividend Payout Ratio of 47.49% is within the typical range for the Oil, Gas & Consumable Fuels industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | CVX | SHEL |
|---|---|---|
| Dividend Yield (TTM) | 3.03% | 3.27% |
| Dividend Payout Ratio (TTM) | 103.68% | 47.49% |
Valuation
Price-to-Earnings Ratio (TTM)
CVX
34.26
Oil, Gas & Consumable Fuels Industry
- Max
- 46.23
- Q3
- 26.28
- Median
- 17.20
- Q1
- 12.06
- Min
- 3.33
A P/E Ratio of 34.26 places CVX in the upper quartile for the Oil, Gas & Consumable Fuels industry. This high valuation relative to peers suggests the market holds elevated expectations for the company's future growth.
SHEL
14.51
Oil, Gas & Consumable Fuels Industry
- Max
- 46.23
- Q3
- 26.28
- Median
- 17.20
- Q1
- 12.06
- Min
- 3.33
SHEL's P/E Ratio of 14.51 is within the middle range for the Oil, Gas & Consumable Fuels industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
CVX
2.28
Oil, Gas & Consumable Fuels Industry
- Max
- 6.03
- Q3
- 3.60
- Median
- 1.82
- Q1
- 0.80
- Min
- 0.00
CVX's P/S Ratio of 2.28 aligns with the market consensus for the Oil, Gas & Consumable Fuels industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
SHEL
0.97
Oil, Gas & Consumable Fuels Industry
- Max
- 6.03
- Q3
- 3.60
- Median
- 1.82
- Q1
- 0.80
- Min
- 0.00
SHEL's P/S Ratio of 0.97 aligns with the market consensus for the Oil, Gas & Consumable Fuels industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
CVX
1.65
Oil, Gas & Consumable Fuels Industry
- Max
- 3.98
- Q3
- 2.18
- Median
- 1.41
- Q1
- 0.93
- Min
- 0.00
CVX's P/B Ratio of 1.65 is within the conventional range for the Oil, Gas & Consumable Fuels 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.
SHEL
1.18
Oil, Gas & Consumable Fuels Industry
- Max
- 3.98
- Q3
- 2.18
- Median
- 1.41
- Q1
- 0.93
- Min
- 0.00
SHEL's P/B Ratio of 1.18 is within the conventional range for the Oil, Gas & Consumable Fuels 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 | CVX | SHEL |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 34.26 | 14.51 |
| Price-to-Sales Ratio (TTM) | 2.28 | 0.97 |
| Price-to-Book Ratio (MRQ) | 1.65 | 1.18 |
| Price-to-Free Cash Flow Ratio (TTM) | 25.39 | 10.82 |