COMP <GO>
CLMT vs CVX // ALTMAN Z-SCORE & DEBT/EQUITY
Calumet Inc. (NASDAQ) VS. Chevron Corporation (NYSE) • 15-METRIC TALLY: CLMT 4
— CVX 11
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: CVX
LAST: $49.65 (+2.31%) • MKT CAP: $4.27B
balance-sheet
1.67
LAST: $235.52 (+1.75%) • MKT CAP: $457.31B
balance-sheet
3.71
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CLMT VS. CVX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CLMT | CVX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 5.90% | 41.30% | -35.40 | CVX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.00% | 5.80% | +1.20 | CLMT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 40.6x | 21.5x | +19.10 | CVX | /valuation <GO> |
| Free Cash Flow Yield | 1.33% | 5.61% | -4.28 | CVX | /fcf-yield <GO> |
| Operating Margin | 2.60% | 8.10% | -5.50 | CVX | /operating-margins <GO> |
| Net Profit Margin | -0.80% | 6.70% | -7.50 | CVX | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | -4.60% | +3.40 | CLMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.79% | -2.79 | CVX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.67 | 3.71 | -2.04 | CVX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | CVX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.10% | -0.10 | CLMT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.9 | 72.8 | -32.93 | CVX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.07 | -0.05 | CVX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 34.6x | -12.60 | CLMT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.27B | $457.31B | -$453.05B | CVX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CLMT REV | CVX REV | CLMT GROSS % | CVX GROSS % | CLMT FCF | CVX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.14B | $184.43B | 5.9% | 41.3% | $56.6M | $25.64B |
| FY 2024 | $4.19B | $193.41B | 5.5% | 38.4% | -$123.1M | $22.79B |
| FY 2023 | $4.18B | $196.91B | 44.0% | 44.0% | -$203.0M | $26.75B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CLMT // BETA 1.02
CVX // BETA 1.07