COMP <GO>
CVX vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Chevron Corporation (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: CVX 6
— SHEL 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $235.52 (+1.75%) • MKT CAP: $457.31B
roic
5.80%
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CVX VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CVX | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.30% | 41.00% | +0.30 | CVX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.80% | 9.90% | -4.10 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.5x | 21.0x | +0.50 | SHEL | /valuation <GO> |
| Free Cash Flow Yield | 5.61% | 2.21% | +3.40 | CVX | /fcf-yield <GO> |
| Operating Margin | 8.10% | 13.90% | -5.80 | SHEL | /operating-margins <GO> |
| Net Profit Margin | 6.70% | 10.90% | -4.20 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | -4.60% | 3.30% | -7.90 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.79% | 0.00% | +2.79 | CVX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.71 | 3.74 | -0.03 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.00% | +0.10 | SHEL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.8 | 69.8 | +3.06 | CVX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.02 | +0.05 | CVX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.6x | 30.5x | +4.10 | SHEL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $457.31B | $297.82B | $159.49B | CVX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CVX REV | SHEL REV | CVX GROSS % | SHEL GROSS % | CVX FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $184.43B | — | 41.3% | — | $25.64B | — |
| FY 2024 | $193.41B | — | 38.4% | — | $22.79B | — |
| FY 2023 | $196.91B | — | 44.0% | — | $26.75B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CVX // BETA 1.07
SHEL // BETA 1.02