COMP <GO>
NC vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
NACCO Industries Inc. (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: NC 4
— SHEL 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $35.73 (+2.06%) • MKT CAP: $269.6M
roic
4.60%
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NC VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NC | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 13.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.60% | 9.90% | -5.30 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.5x | 21.0x | -17.50 | NC | /valuation <GO> |
| Free Cash Flow Yield | 0.85% | 2.21% | -1.36 | SHEL | /fcf-yield <GO> |
| Operating Margin | 7.90% | 13.90% | -6.00 | SHEL | /operating-margins <GO> |
| Net Profit Margin | 6.30% | 10.90% | -4.60 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | 16.60% | 3.30% | +13.30 | NC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.72% | 0.00% | +2.72 | NC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.30 | 3.74 | -1.44 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | SHEL | /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 | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 30.5x | -17.60 | NC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $269.6M | $297.82B | -$297.55B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NC REV | SHEL REV | NC GROSS % | SHEL GROSS % | NC FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $277.2M | — | 13.9% | — | $2.3M | — |
| FY 2024 | $237.7M | — | — | — | -$32.4M | — |
| FY 2023 | $214.8M | — | — | — | $54.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NC // BETA —
SHEL // BETA 1.02