COMP <GO>
APA vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
APA Corporation (NASDAQ) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: APA 11
— SHEL 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: APA
LAST: $52.82 (+2.54%) • MKT CAP: $18.05B
roic
26.60%
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APA VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APA | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 26.60% | 9.90% | +16.70 | APA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.4x | 21.0x | -14.60 | APA | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.21% | +19.79 | APA | /fcf-yield <GO> |
| Operating Margin | 61.10% | 13.90% | +47.20 | APA | /operating-margins <GO> |
| Net Profit Margin | 28.40% | 10.90% | +17.50 | APA | /net-margins <GO> |
| Revenue Growth (YoY) | 9.90% | 3.30% | +6.60 | APA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.99% | 0.00% | +1.99 | APA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.04 | 3.74 | -1.70 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | APA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 73.6 | 69.8 | +3.80 | APA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.02 | +0.02 | APA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 30.5x | -18.80 | APA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.05B | $297.82B | -$279.78B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APA REV | SHEL REV | APA GROSS % | SHEL GROSS % | APA FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $4.54B | — |
| FY 2024 | $0 | — | — | — | $3.62B | — |
| FY 2023 | $0 | — | — | — | $3.13B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APA // BETA 1.04
SHEL // BETA 1.02