COMP <GO>
CLMT vs XOM // RETURN ON INVESTED CAPITAL (ROIC)
Calumet Inc. (NASDAQ) VS. Exxon Mobil Corporation (NYSE) • 15-METRIC TALLY: CLMT 3
— XOM 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: XOM
LAST: $48.53 (-2.74%) • MKT CAP: $4.27B
roic
7.00%
LAST: $183.29 (+0.70%) • MKT CAP: $753.67B
roic
9.86%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CLMT VS. XOM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CLMT | XOM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 5.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 7.00% | 9.86% | -2.86 | XOM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 40.6x | 13.9x | +26.73 | XOM | /valuation <GO> |
| Free Cash Flow Yield | 1.33% | 2.51% | -1.18 | XOM | /fcf-yield <GO> |
| Operating Margin | 2.60% | 10.96% | -8.36 | XOM | /operating-margins <GO> |
| Net Profit Margin | -0.80% | 7.57% | -8.37 | XOM | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | -4.40% | +3.20 | CLMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.20% | -2.20 | XOM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.67 | 4.65 | -2.98 | XOM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | CLMT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.22% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.4 | 67.1 | -29.70 | XOM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.28 | +0.74 | CLMT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 14.3x | +7.66 | XOM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.27B | $753.67B | -$749.41B | XOM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CLMT REV | XOM REV | CLMT GROSS % | XOM GROSS % | CLMT FCF | XOM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.14B | $332.24B | 5.9% | — | $56.6M | $23.61B |
| FY 2024 | $4.19B | $349.58B | 5.5% | — | -$123.1M | $30.72B |
| FY 2023 | $4.18B | $344.58B | — | — | -$203.0M | $33.45B |
| FY 2022 | — | $413.68B | — | — | — | $58.39B |
| FY 2021 | — | $285.64B | — | — | — | $36.05B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CLMT // BETA 1.02
XOM // BETA 0.28