COMP <GO>
SM vs SHEL // NET PROFIT MARGIN
SM Energy Company (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: SM 9
— SHEL 4
▲ NET PROFIT MARGIN LEADER: SM
LAST: $40.38 (+2.02%) • MKT CAP: $9.41B
net-margins
20.50%
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
net-margins
10.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SM VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SM | 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) | 12.50% | 9.90% | +2.60 | SM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 21.0x | -11.30 | SM | /valuation <GO> |
| Free Cash Flow Yield | 19.85% | 2.21% | +17.64 | SM | /fcf-yield <GO> |
| Operating Margin | 31.70% | 13.90% | +17.80 | SM | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 20.50% | 10.90% | +9.60 | SM | /net-margins <GO> |
| Revenue Growth (YoY) | 17.20% | 3.30% | +13.90 | SM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.98% | 0.00% | +0.98 | SM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.42 | 3.74 | -1.32 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | SM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.8 | 69.8 | -5.97 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.02 | -0.08 | SHEL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.2x | 30.5x | -18.30 | SM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.41B | $297.82B | -$288.41B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SM REV | SHEL REV | SM GROSS % | SHEL GROSS % | SM FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.15B | — | 44.0% | — | $1.87B | — |
| FY 2024 | $2.69B | — | 44.0% | — | $1.66B | — |
| FY 2023 | $2.37B | — | 44.0% | — | $1.47B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SM // BETA 0.94
SHEL // BETA 1.02