COMP <GO>
HAL vs SHEL // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Halliburton Company (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: HAL 8
— SHEL 5
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: HAL
LAST: $36.17 (+0.75%) • MKT CAP: $29.69B
options-implied-move
6.70%
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
options-implied-move
7.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HAL VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HAL | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.60% | 9.90% | +1.70 | HAL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 21.0x | -7.60 | HAL | /valuation <GO> |
| Free Cash Flow Yield | 8.59% | 2.21% | +6.38 | HAL | /fcf-yield <GO> |
| Operating Margin | 27.20% | 13.90% | +13.30 | HAL | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 10.90% | +4.50 | HAL | /net-margins <GO> |
| Revenue Growth (YoY) | -4.40% | 3.30% | -7.70 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.95% | 0.00% | +1.95 | HAL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.98 | 3.74 | -0.76 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.70% | 7.00% | -0.30 | HAL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.9 | 69.8 | -1.90 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.02 | -0.09 | SHEL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.5x | 30.5x | -9.00 | HAL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $29.69B | $297.82B | -$268.13B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HAL REV | SHEL REV | HAL GROSS % | SHEL GROSS % | HAL FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $2.93B | — |
| FY 2024 | $0 | — | — | — | $3.87B | — |
| FY 2023 | $0 | — | — | — | $3.46B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HAL // BETA 0.93
SHEL // BETA 1.02