COMP <GO>
ANNA vs SHEL // ALTMAN Z-SCORE & DEBT/EQUITY
AleAnna Inc. (Class A) (NASDAQ) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: ANNA 2
— SHEL 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: SHEL
LAST: $2.49 (+2.05%) • MKT CAP: $163.3M
balance-sheet
0.23
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ANNA VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ANNA | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.50% | 9.90% | -1.40 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 45.3x | 21.0x | +24.30 | SHEL | /valuation <GO> |
| Free Cash Flow Yield | 6.22% | 2.21% | +4.01 | ANNA | /fcf-yield <GO> |
| Operating Margin | 11.60% | 13.90% | -2.30 | SHEL | /operating-margins <GO> |
| Net Profit Margin | — | 10.90% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 180.00% | 3.30% | +176.70 | ANNA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.23 | 3.74 | -3.51 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | SHEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.5 | 65.5 | -25.00 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 30.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $163.3M | $297.82B | -$297.66B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ANNA REV | SHEL REV | ANNA GROSS % | SHEL GROSS % | ANNA FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $25.0M | — | — | — | $10.2M | — |
| FY 2024 | $1.4M | — | — | — | -$16.9M | — |
| FY 2023 | $0 | — | — | — | -$5.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ANNA // BETA —
SHEL // BETA 1.02