COMP <GO>
SRE vs SHEL // FREE CASH FLOW YIELD
DBA Sempra (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: SRE 8
— SHEL 6
▲ FREE CASH FLOW YIELD LEADER: SRE
LAST: $86.06 (+0.20%) • MKT CAP: $56.16B
fcf-yield
7.13%
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
fcf-yield
2.21%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SRE VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SRE | 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) | 3.30% | 9.90% | -6.60 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.9x | 21.0x | +7.90 | SHEL | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 7.13% | 2.21% | +4.92 | SRE | /fcf-yield <GO> |
| Operating Margin | 18.00% | 13.90% | +4.10 | SRE | /operating-margins <GO> |
| Net Profit Margin | 14.80% | 10.90% | +3.90 | SRE | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 3.30% | +1.80 | SRE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 0.00% | +2.85 | SRE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.17 | 3.74 | -2.57 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SRE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | SRE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.8 | 69.8 | -4.04 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.02 | -0.02 | SHEL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.5x | 30.5x | -2.00 | SRE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $56.16B | $297.82B | -$241.66B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SRE REV | SHEL REV | SRE GROSS % | SHEL GROSS % | SRE FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.42B | — | 44.0% | — | $4.01B | — |
| FY 2024 | $11.82B | — | 44.0% | — | $4.38B | — |
| FY 2023 | $14.85B | — | 44.0% | — | $5.55B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SRE // BETA 1.00
SHEL // BETA 1.02