COMP <GO>
HP vs SHEL // EV/EBITDA & P/E VALUATION
Helmerich & Payne Inc. (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: HP 6
— SHEL 7
▲ EV/EBITDA & P/E VALUATION LEADER: HP
LAST: $42.99 (+3.39%) • MKT CAP: $4.16B
valuation
16.2x
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HP VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HP | 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) | 0.10% | 9.90% | -9.80 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 16.2x | 21.0x | -4.80 | HP | /valuation <GO> |
| Free Cash Flow Yield | 2.81% | 2.21% | +0.60 | HP | /fcf-yield <GO> |
| Operating Margin | 0.10% | 13.90% | -13.80 | SHEL | /operating-margins <GO> |
| Net Profit Margin | -4.40% | 10.90% | -15.30 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | 34.00% | 3.30% | +30.70 | HP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 0.00% | +2.42 | HP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.05 | 3.74 | -1.69 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | HP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.4 | 69.8 | -4.42 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.02 | -0.02 | SHEL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 30.5x | -12.50 | HP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.16B | $297.82B | -$293.67B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HP REV | SHEL REV | HP GROSS % | SHEL GROSS % | HP FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.68B | — | 44.0% | — | $116.6M | — |
| FY 2024 | $2.75B | — | 44.0% | — | $189.6M | — |
| FY 2023 | $2.86B | — | 44.0% | — | $704.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HP // BETA 1.00
SHEL // BETA 1.02