COMP <GO>
CLMT vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Calumet Inc. (NASDAQ) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: CLMT 1
— SHEL 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $48.53 (-2.74%) • MKT CAP: $4.27B
roic
7.00%
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CLMT VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CLMT | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 5.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 7.00% | 9.90% | -2.90 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 40.6x | 21.0x | +19.60 | SHEL | /valuation <GO> |
| Free Cash Flow Yield | 1.33% | 2.21% | -0.88 | SHEL | /fcf-yield <GO> |
| Operating Margin | 2.60% | 13.90% | -11.30 | SHEL | /operating-margins <GO> |
| Net Profit Margin | -0.80% | 10.90% | -11.70 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 3.30% | -4.50 | SHEL | /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 | 3.74 | -2.07 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | SHEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.4 | 65.5 | -28.10 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.02 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 30.5x | -8.50 | CLMT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.27B | $297.82B | -$293.56B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CLMT REV | SHEL REV | CLMT GROSS % | SHEL GROSS % | CLMT FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.14B | — | 5.9% | — | $56.6M | — |
| FY 2024 | $4.19B | — | 5.5% | — | -$123.1M | — |
| FY 2023 | $4.18B | — | — | — | -$203.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CLMT // BETA 1.02
SHEL // BETA 1.02