COMP <GO>
SHEL vs BHP // DIVIDEND YIELD & FCF PAYOUT SAFETY
Shell PLC American (NYSE) VS. BHP Group Limited American (NYSE) • 15-METRIC TALLY: SHEL 4
— BHP 1
■ METRIC PARITY
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
dividend-safety
0.00%
LAST: $79.16 (-3.25%) • MKT CAP: $207.99B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SHEL VS. BHP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SHEL | BHP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 9.90% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 21.0x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 2.21% | 0.00 | TIE | /fcf-yield <GO> |
| Operating Margin | 13.90% | 13.90% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 10.90% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | -3.30% | +6.60 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 3.74 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.40% | -0.40 | SHEL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.8 | 37.5 | +32.31 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.14 | -0.12 | BHP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 30.5x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $297.82B | $207.99B | $89.83B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SHEL REV | BHP REV | SHEL GROSS % | BHP GROSS % | SHEL FCF | BHP FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT SHEL FA <GO> AND BHP FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SHEL // BETA 1.02
BHP // BETA 1.14