COMP <GO>
SR vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Spire Inc. (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: SR 6
— SHEL 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHEL
LAST: $86.72 (+1.43%) • MKT CAP: $5.13B
roic
5.30%
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SR VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SR | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 58.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.30% | 9.90% | -4.60 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.3x | 21.0x | -13.70 | SR | /valuation <GO> |
| Free Cash Flow Yield | -6.72% | 2.21% | -8.93 | SHEL | /fcf-yield <GO> |
| Operating Margin | 21.20% | 13.90% | +7.30 | SR | /operating-margins <GO> |
| Net Profit Margin | 11.00% | 10.90% | +0.10 | SR | /net-margins <GO> |
| Revenue Growth (YoY) | -4.50% | 3.30% | -7.80 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.55% | 0.00% | +3.55 | SR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.96 | 3.74 | -2.78 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | SHEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.3 | 65.5 | +1.80 | SR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.02 | -0.09 | SHEL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 30.5x | -12.90 | SR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.13B | $297.82B | -$292.70B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SR REV | SHEL REV | SR GROSS % | SHEL GROSS % | SR FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.48B | — | 58.8% | — | -$344.4M | — |
| FY 2024 | $2.59B | — | 52.5% | — | $51.1M | — |
| FY 2023 | $2.67B | — | — | — | $320.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SR // BETA 0.93
SHEL // BETA 1.02