COMP <GO>
EE vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Excelerate Energy Inc. (Class A) (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: EE 8
— SHEL 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $35.06 (+3.21%) • MKT CAP: $3.98B
roic
8.10%
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EE VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EE | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.10% | 9.90% | -1.80 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.3x | 21.0x | -4.70 | EE | /valuation <GO> |
| Free Cash Flow Yield | 11.60% | 2.21% | +9.39 | EE | /fcf-yield <GO> |
| Operating Margin | 21.70% | 13.90% | +7.80 | EE | /operating-margins <GO> |
| Net Profit Margin | 13.60% | 10.90% | +2.70 | EE | /net-margins <GO> |
| Revenue Growth (YoY) | 44.30% | 3.30% | +41.00 | EE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.21% | 0.00% | +0.21 | EE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.93 | 3.74 | -1.81 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | EE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.6 | 65.5 | -7.92 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.0x | 30.5x | -10.50 | EE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.98B | $297.82B | -$293.85B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EE REV | SHEL REV | EE GROSS % | SHEL GROSS % | EE FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.23B | — | — | — | $461.2M | — |
| FY 2024 | $851.4M | — | — | — | $244.4M | — |
| FY 2023 | $1.16B | — | — | — | $231.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EE // BETA —
SHEL // BETA 1.02