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JPM vs. SHEL: A Head-to-Head Stock Comparison

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Here’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.

SymbolJPMSHEL
Company NameJPMorgan Chase & Co.Shell plc
CountryUnited StatesUnited Kingdom
GICS SectorFinancialsEnergy
GICS IndustryBanksOil, Gas & Consumable Fuels
Market Capitalization803.59 billion USD209.92 billion USD
ExchangeNYSENYSE
Listing DateMarch 17, 1980March 12, 1984
Security TypeCommon StockADR

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.

JPM vs. SHEL: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolJPMSHEL
5-Day Price Return-0.65%1.45%
13-Week Price Return10.33%7.61%
26-Week Price Return5.76%-0.30%
52-Week Price Return35.64%-1.55%
Month-to-Date Return-1.35%-1.66%
Year-to-Date Return21.91%7.67%
10-Day Avg. Volume6.96M4.94M
3-Month Avg. Volume8.69M5.97M
3-Month Volatility16.78%18.39%
Beta1.151.19

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.

JPM vs. SHEL: A comparison of their Return on Equity (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

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.

JPM vs. SHEL: A comparison of their Net Profit Margin (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

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.

JPM vs. SHEL: A comparison of their Operating Profit Margin (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

Profitability at a Glance

SymbolJPMSHEL
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.

JPM vs. SHEL: A comparison of their Current Ratio (MRQ) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

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.

JPM vs. SHEL: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

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.

JPM vs. SHEL: A comparison of their Interest Coverage Ratio (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

Financial Strength at a Glance

SymbolJPMSHEL
Current Ratio (MRQ)--1.32
Quick Ratio (MRQ)--1.08
Debt-to-Equity Ratio (MRQ)3.030.43
Interest Coverage Ratio (TTM)---16.99

Growth

Revenue Growth

JPM vs. SHEL: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

JPM vs. SHEL: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

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.

JPM vs. SHEL: A comparison of their Dividend Yield (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

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.

JPM vs. SHEL: A comparison of their Dividend Payout Ratio (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

Dividend at a Glance

SymbolJPMSHEL
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.

JPM vs. SHEL: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

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.

JPM vs. SHEL: A comparison of their Price-to-Sales Ratio (TTM) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

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.

JPM vs. SHEL: A comparison of their Price-to-Book Ratio (MRQ) against their respective Banks and Oil, Gas & Consumable Fuels industry benchmarks.

Valuation at a Glance

SymbolJPMSHEL
Price-to-Earnings Ratio (TTM)14.1815.36
Price-to-Sales Ratio (TTM)2.900.77
Price-to-Book Ratio (MRQ)2.261.28
Price-to-Free Cash Flow Ratio (TTM)4.527.27