COMP <GO>
CLMT vs CVI // EV/EBITDA & P/E VALUATION
Calumet Inc. (NASDAQ) VS. CVR Energy Inc. (NYSE) • 15-METRIC TALLY: CLMT 3
— CVI 6
▲ EV/EBITDA & P/E VALUATION LEADER: CVI
LAST: $48.53 (-2.74%) • MKT CAP: $4.27B
valuation
40.6x
LAST: $56.82 (-0.44%) • MKT CAP: $5.71B
valuation
28.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CLMT VS. CVI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CLMT | CVI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 5.90% | 4.80% | +1.10 | CLMT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.00% | 50.30% | -43.30 | CVI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 40.6x | 28.6x | +12.00 | CVI | /valuation <GO> |
| Free Cash Flow Yield | 1.33% | 2.52% | -1.19 | CVI | /fcf-yield <GO> |
| Operating Margin | 2.60% | 2.50% | +0.10 | CLMT | /operating-margins <GO> |
| Net Profit Margin | -0.80% | 0.40% | -1.20 | CVI | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | -5.90% | +4.70 | CLMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.67 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.4 | 54.1 | -16.74 | CVI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.27B | $5.71B | -$1.45B | CVI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CLMT REV | CVI REV | CLMT GROSS % | CVI GROSS % | CLMT FCF | CVI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.14B | $7.16B | 5.9% | 4.8% | $56.6M | $144.0M |
| FY 2024 | $4.19B | $7.61B | 5.5% | 2.7% | -$123.1M | $404.0M |
| FY 2023 | $4.18B | $9.25B | — | — | -$203.0M | $948.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CLMT // BETA 1.02
CVI // BETA —