JPM vs. SHEL: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at JPM and SHEL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
JPM is a standard domestic listing, while SHEL trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.
Symbol | JPM | SHEL |
---|---|---|
Company Name | JPMorgan Chase & Co. | Shell plc |
Country | United States | United Kingdom |
GICS Sector | Financials | Energy |
GICS Industry | Banks | Oil, Gas & Consumable Fuels |
Market Capitalization | 803.59 billion USD | 209.92 billion USD |
Exchange | NYSE | NYSE |
Listing Date | March 17, 1980 | March 12, 1984 |
Security Type | Common Stock | ADR |
Historical Performance
This chart compares the performance of JPM 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 | JPM | SHEL |
---|---|---|
5-Day Price Return | -0.65% | 1.45% |
13-Week Price Return | 10.33% | 7.61% |
26-Week Price Return | 5.76% | -0.30% |
52-Week Price Return | 35.64% | -1.55% |
Month-to-Date Return | -1.35% | -1.66% |
Year-to-Date Return | 21.91% | 7.67% |
10-Day Avg. Volume | 6.96M | 4.94M |
3-Month Avg. Volume | 8.69M | 5.97M |
3-Month Volatility | 16.78% | 18.39% |
Beta | 1.15 | 1.19 |
Profitability
Return on Equity (TTM)
JPM
16.16%
Banks Industry
- Max
- 26.37%
- Q3
- 15.92%
- Median
- 12.25%
- Q1
- 8.69%
- Min
- 0.15%
In the upper quartile for the Banks industry, JPM’s Return on Equity of 16.16% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
SHEL
7.40%
Oil, Gas & Consumable Fuels Industry
- Max
- 35.51%
- Q3
- 17.86%
- Median
- 10.69%
- Q1
- 5.71%
- Min
- -8.98%
SHEL’s Return on Equity of 7.40% 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)
JPM
33.26%
Banks Industry
- Max
- 54.20%
- Q3
- 35.70%
- Median
- 28.97%
- Q1
- 22.53%
- Min
- 6.98%
JPM’s Net Profit Margin of 33.26% is aligned with the median group of its peers in the Banks industry. This indicates its ability to convert revenue into profit is typical for the sector.
SHEL
5.00%
Oil, Gas & Consumable Fuels Industry
- Max
- 44.03%
- Q3
- 20.12%
- Median
- 8.91%
- Q1
- 2.62%
- Min
- -23.39%
SHEL’s Net Profit Margin of 5.00% 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)
JPM
41.23%
Banks Industry
- Max
- 63.35%
- Q3
- 44.59%
- Median
- 37.24%
- Q1
- 28.25%
- Min
- 13.37%
JPM’s Operating Profit Margin of 41.23% is around the midpoint for the Banks industry, indicating that its efficiency in managing core business operations is typical for the sector.
SHEL
9.81%
Oil, Gas & Consumable Fuels Industry
- Max
- 64.72%
- Q3
- 31.93%
- Median
- 19.14%
- Q1
- 5.67%
- Min
- -27.31%
SHEL’s Operating Profit Margin of 9.81% 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 | JPM | SHEL |
---|---|---|
Return on Equity (TTM) | 16.16% | 7.40% |
Return on Assets (TTM) | 1.32% | 3.45% |
Net Profit Margin (TTM) | 33.26% | 5.00% |
Operating Profit Margin (TTM) | 41.23% | 9.81% |
Gross Profit Margin (TTM) | -- | 24.92% |
Financial Strength
Current Ratio (MRQ)
JPM
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
For the Banks industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
SHEL
1.32
Oil, Gas & Consumable Fuels Industry
- Max
- 2.76
- Q3
- 1.64
- Median
- 1.22
- Q1
- 0.84
- Min
- 0.22
SHEL’s Current Ratio of 1.32 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)
JPM
3.03
Banks Industry
- Max
- 4.75
- Q3
- 2.62
- Median
- 1.02
- Q1
- 0.39
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.
SHEL
0.43
Oil, Gas & Consumable Fuels Industry
- Max
- 2.24
- Q3
- 1.06
- Median
- 0.60
- Q1
- 0.24
- 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)
JPM
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks industry.
SHEL
-16.99
Oil, Gas & Consumable Fuels Industry
- Max
- 54.03
- Q3
- 23.32
- Median
- 7.46
- Q1
- 2.57
- Min
- -19.25
SHEL has a negative Interest Coverage Ratio of -16.99. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
Financial Strength at a Glance
Symbol | JPM | SHEL |
---|---|---|
Current Ratio (MRQ) | -- | 1.32 |
Quick Ratio (MRQ) | -- | 1.08 |
Debt-to-Equity Ratio (MRQ) | 3.03 | 0.43 |
Interest Coverage Ratio (TTM) | -- | -16.99 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
JPM
1.94%
Banks Industry
- Max
- 10.27%
- Q3
- 5.83%
- Median
- 3.81%
- Q1
- 2.50%
- Min
- 0.00%
JPM’s Dividend Yield of 1.94% is in the lower quartile for the Banks industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
SHEL
4.11%
Oil, Gas & Consumable Fuels Industry
- Max
- 13.98%
- Q3
- 7.41%
- Median
- 4.36%
- Q1
- 2.84%
- Min
- 0.00%
SHEL’s Dividend Yield of 4.11% 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)
JPM
27.49%
Banks Industry
- Max
- 147.07%
- Q3
- 80.55%
- Median
- 54.40%
- Q1
- 35.71%
- Min
- 0.00%
JPM’s Dividend Payout Ratio of 27.49% is in the lower quartile for the Banks industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
SHEL
63.10%
Oil, Gas & Consumable Fuels Industry
- Max
- 180.73%
- Q3
- 92.90%
- Median
- 63.90%
- Q1
- 27.41%
- Min
- 0.00%
SHEL’s Dividend Payout Ratio of 63.10% 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 | JPM | SHEL |
---|---|---|
Dividend Yield (TTM) | 1.94% | 4.11% |
Dividend Payout Ratio (TTM) | 27.49% | 63.10% |
Valuation
Price-to-Earnings Ratio (TTM)
JPM
14.18
Banks Industry
- Max
- 20.05
- Q3
- 12.65
- Median
- 10.21
- Q1
- 7.54
- Min
- 2.74
A P/E Ratio of 14.18 places JPM in the upper quartile for the Banks industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
SHEL
15.36
Oil, Gas & Consumable Fuels Industry
- Max
- 41.71
- Q3
- 21.35
- Median
- 12.26
- Q1
- 7.77
- Min
- 0.00
SHEL’s P/E Ratio of 15.36 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)
JPM
2.90
Banks Industry
- Max
- 5.06
- Q3
- 2.98
- Median
- 2.24
- Q1
- 1.59
- Min
- 0.45
The P/S Ratio is often not a primary valuation tool in the Banks industry.
SHEL
0.77
Oil, Gas & Consumable Fuels Industry
- Max
- 5.87
- Q3
- 2.89
- Median
- 1.29
- Q1
- 0.54
- Min
- 0.00
SHEL’s P/S Ratio of 0.77 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)
JPM
2.26
Banks Industry
- Max
- 2.18
- Q3
- 1.36
- Median
- 1.09
- Q1
- 0.81
- Min
- 0.20
At 2.26, JPM’s P/B Ratio is at an extreme premium to the Banks 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
1.28
Oil, Gas & Consumable Fuels Industry
- Max
- 3.83
- Q3
- 2.12
- Median
- 1.34
- Q1
- 0.91
- Min
- 0.34
SHEL’s P/B Ratio of 1.28 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 | JPM | SHEL |
---|---|---|
Price-to-Earnings Ratio (TTM) | 14.18 | 15.36 |
Price-to-Sales Ratio (TTM) | 2.90 | 0.77 |
Price-to-Book Ratio (MRQ) | 2.26 | 1.28 |
Price-to-Free Cash Flow Ratio (TTM) | 4.52 | 7.27 |