COMP <GO>
EXE vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Expand Energy Corporation (NASDAQ) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: EXE 9
— SHEL 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $90.44 (-1.23%) • MKT CAP: $20.89B
roic
8.50%
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EXE VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EXE | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.50% | 9.90% | -1.40 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.3x | 21.0x | -15.70 | EXE | /valuation <GO> |
| Free Cash Flow Yield | 8.80% | 2.21% | +6.59 | EXE | /fcf-yield <GO> |
| Operating Margin | 20.40% | 13.90% | +6.50 | EXE | /operating-margins <GO> |
| Net Profit Margin | 15.00% | 10.90% | +4.10 | EXE | /net-margins <GO> |
| Revenue Growth (YoY) | 180.00% | 3.30% | +176.70 | EXE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.66% | 0.00% | +3.66 | EXE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.25 | 3.74 | -1.49 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | EXE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.8 | 65.5 | -18.70 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.02 | +0.04 | EXE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.7x | 30.5x | -20.80 | EXE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.89B | $297.82B | -$276.94B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EXE REV | SHEL REV | EXE GROSS % | SHEL GROSS % | EXE FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.12B | — | — | — | $1.84B | — |
| FY 2024 | $4.24B | — | — | — | $8.0M | — |
| FY 2023 | $8.72B | — | — | — | $1.99B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EXE // BETA 1.06
SHEL // BETA 1.02