COMP <GO>
CVI vs SHEL // EV/EBITDA & P/E VALUATION
CVR Energy Inc. (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: CVI 2
— SHEL 7
▲ EV/EBITDA & P/E VALUATION LEADER: SHEL
LAST: $56.82 (-0.44%) • MKT CAP: $5.71B
valuation
28.6x
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CVI VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CVI | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 4.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 50.30% | 9.90% | +40.40 | CVI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 28.6x | 21.0x | +7.60 | SHEL | /valuation <GO> |
| Free Cash Flow Yield | 2.52% | 2.21% | +0.31 | CVI | /fcf-yield <GO> |
| Operating Margin | 2.50% | 13.90% | -11.40 | SHEL | /operating-margins <GO> |
| Net Profit Margin | 0.40% | 10.90% | -10.50 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | -5.90% | 3.30% | -9.20 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 3.74 | — | TIE | /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 | 54.1 | 65.5 | -11.36 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 30.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.71B | $297.82B | -$292.11B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CVI REV | SHEL REV | CVI GROSS % | SHEL GROSS % | CVI FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.16B | — | 4.8% | — | $144.0M | — |
| FY 2024 | $7.61B | — | 2.7% | — | $404.0M | — |
| FY 2023 | $9.25B | — | — | — | $948.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CVI // BETA —
SHEL // BETA 1.02