COMP <GO>
KOS vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Kosmos Energy Ltd. (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: KOS 1
— SHEL 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $2.68 (-2.90%) • MKT CAP: $1.60B
roic
-35.00%
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KOS VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KOS | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -35.00% | 9.90% | -44.90 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.40% | 2.21% | +6.19 | KOS | /fcf-yield <GO> |
| Operating Margin | — | 13.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -54.30% | 10.90% | -65.20 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | -23.10% | 3.30% | -26.40 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 3.74 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 7/9 | -4.00 | SHEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 65.5 | -9.16 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 30.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.60B | $297.82B | -$296.23B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KOS REV | SHEL REV | KOS GROSS % | SHEL GROSS % | KOS FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.29B | — | — | — | $134.0M | — |
| FY 2024 | $1.68B | — | — | — | $678.2M | — |
| FY 2023 | $1.72B | — | — | — | $765.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KOS // BETA —
SHEL // BETA 1.02