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OXY vs. SHEL: Occidental Petroleum vs. Shell Stock Comparison

How do Occidental Petroleum (OXY) 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

Occidental Petroleum (OXY) and Shell (SHEL) are both classified in the Integrated Oil & Gas sub-industry within the broader Oil, Gas & Consumable Fuels industry, placing them in the closest GICS peer bucket.

Occidental Petroleum (OXY) 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 Occidental Petroleum (OXY) and Shell (SHEL)
Profile ItemOXYSHEL
NameOccidental Petroleum Corp.Shell plc American Depositary Shares (Each representing two Ordinary shares)
Country/RegionUnited StatesUnited Kingdom
GICS SectorEnergyEnergy
GICS Industry GroupEnergyEnergy
GICS IndustryOil, Gas & Consumable FuelsOil, Gas & Consumable Fuels
GICS Sub-IndustryIntegrated Oil & GasIntegrated Oil & Gas
Market Capitalization56.36 billion USD280.59 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 31, 1981March 12, 1984
Security TypeCommon StockADR

Price Performance

Cumulative Growth

OXY
SHEL
GSPC
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Occidental Petroleum (OXY) 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 Occidental Petroleum (OXY) and Shell (SHEL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Occidental Petroleum (OXY) and Shell (SHEL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
Total Return (1Y)38.05%36.30%
Total Return (3Y, Annualized)-0.84%19.93%
Total Return (5Y, Annualized)12.24%21.02%

Risk Profile

Drawdown History

OXY
SHEL
GSPC
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Occidental Petroleum (OXY) 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 Occidental Petroleum (OXY) and Shell (SHEL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
Volatility (1Y, Annualized)35.52%23.60%
Beta (5Y)0.190.10
Max Drawdown (5Y)-50.77%-25.04%
Avg. Volume (3M)8.51M6.01M

Risk-Adjusted Performance

Risk-Return Positioning

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OXY 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 Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
Sharpe Ratio (1Y)0.951.36
Sortino Ratio (1Y)1.421.99

Profitability

ROE (TTM)

Both Occidental Petroleum (OXY) at 10.63% 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.

OXY

Energy industry group

10.63%

Max
53.85%
Q3
24.79%
Median
12.85%
OXY
10.63%
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their ROE against the Energy industry group benchmark.

Net Margin (TTM)

Occidental Petroleum (OXY) at 30.32% retains a top-quartile share of revenue as profit, ahead of Shell (SHEL) at 10.18%, which keeps about the industry-typical share.

OXY

Energy industry group

30.32%

Max
56.92%
OXY
30.32%
Q3
22.92%
Median
10.10%
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their net margin against the Energy industry group benchmark.

Operating Margin (TTM)

Occidental Petroleum (OXY) at 45.44% operates in the top operating margin quartile, ahead of Shell (SHEL) at 18.76%, which runs around its industry’s norm.

OXY

Energy industry group

45.44%

Max
71.31%
OXY
45.44%
Q3
33.75%
Median
18.73%
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their operating margin against the Energy industry group benchmark.

Profitability Metrics

Profitability metrics for Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
ROE (TTM)10.63%17.43%
ROA (TTM)4.68%7.67%
Net Margin (TTM)30.32%10.18%
Operating Margin (TTM)45.44%18.76%
Gross Margin (TTM)73.32%26.93%

Growth

Revenue Growth

Both Occidental Petroleum (OXY) at -1.93% 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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Occidental Petroleum (OXY) at -34.02% 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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
Revenue Growth (YoY)-1.93%-6.13%
Revenue Growth (3Y CAGR)-16.16%-11.21%
EPS Growth (YoY)-34.02%18.58%
EPS Growth (3Y CAGR)-49.36%-19.31%

Financial Strength

Current Ratio (MRQ)

Both Occidental Petroleum (OXY) at 1.41 and Shell (SHEL) at 1.38 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

OXY

Energy industry group

1.41

Max
3.64
Q3
2.21
OXY
1.41
Median
1.41
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their current ratio against the Energy industry group benchmark.

Debt / Equity (MRQ)

Both Occidental Petroleum (OXY) at 0.35 and Shell (SHEL) at 0.38 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

OXY

Energy industry group

0.35

Max
1.75
Q3
0.93
Median
0.54
OXY
0.35
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their debt-to-equity ratio against the Energy industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
Current Ratio (MRQ)1.411.38
Debt / Equity (MRQ)0.350.38
Net Debt / EBITDA0.760.59

Dividends

Dividend Yield (TTM)

Both Occidental Petroleum (OXY) at 1.77% and Shell (SHEL) at 1.54% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

OXY

Energy industry group

1.77%

Max
8.57%
Q3
3.58%
OXY
1.77%
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their dividend yield against the Energy industry group benchmark.

Dividend Payout Ratio (TTM)

Both Occidental Petroleum (OXY) at 28.41% 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.

OXY

Energy industry group

28.41%

Max
133.24%
Q3
53.31%
OXY
28.41%
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their payout ratio against the Energy industry group benchmark.

Dividend Metrics

Dividend metrics for Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
Dividend Yield (TTM)1.77%1.54%
Dividend Payout Ratio (TTM)28.41%26.24%

Valuation

P/E Ratio (TTM)

Both Occidental Petroleum (OXY) at 16.02 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.

OXY

Energy industry group

16.02

Max
39.54
Q3
21.72
OXY
16.02
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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Occidental Petroleum (OXY) 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 Occidental Petroleum (OXY) at 2.36 prices around its industry’s middle — SHEL costs less per dollar of sales, though read it alongside growth and margins.

OXY

Energy industry group

2.36

Max
5.40
Q3
2.85
OXY
2.36
Median
1.69
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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Occidental Petroleum (OXY) 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 Occidental Petroleum (OXY) at 1.68 and Shell (SHEL) at 1.43 are valued close to their industries’ norm against book — neither stands out from peers.

OXY

Energy industry group

1.68

Max
4.21
Q3
2.38
OXY
1.68
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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Occidental Petroleum (OXY) vs. Shell (SHEL): A comparison of their P/B ratio against the Energy industry group benchmark.

Valuation Metrics

Valuation metrics for Occidental Petroleum (OXY) and Shell (SHEL)
MetricOXYSHEL
P/E Ratio (TTM)16.028.60
P/S Ratio (TTM)2.360.87
P/B Ratio (MRQ)1.681.43
Free Cash Flow Yield (TTM)6.72%10.35%