COMP <GO>
PAA vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Plains All American Pipeline L.P. Common (NASDAQ) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: PAA 4
— SHEL 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $26.51 (-1.52%) • MKT CAP: $18.99B
roic
5.30%
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PAA VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PAA | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 8.70% | 41.00% | -32.30 | SHEL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.30% | 9.90% | -4.60 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.5x | 21.0x | -8.50 | PAA | /valuation <GO> |
| Free Cash Flow Yield | 12.07% | 2.21% | +9.86 | PAA | /fcf-yield <GO> |
| Operating Margin | 3.20% | 13.90% | -10.70 | SHEL | /operating-margins <GO> |
| Net Profit Margin | 4.00% | 10.90% | -6.90 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | -9.50% | 3.30% | -12.80 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.69 | 3.74 | -1.05 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | SHEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.8 | 69.8 | -4.99 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.02 | +0.02 | PAA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 30.5x | -20.50 | PAA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.99B | $297.82B | -$278.83B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PAA REV | SHEL REV | PAA GROSS % | SHEL GROSS % | PAA FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $44.26B | — | 8.7% | — | $2.29B | — |
| FY 2024 | $48.89B | — | 7.6% | — | $2.04B | — |
| FY 2023 | $47.34B | — | 44.0% | — | $596.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PAA // BETA 1.04
SHEL // BETA 1.02