COMP <GO>
UGI vs SHEL // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
UGI Corporation (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: UGI 6
— SHEL 7
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: UGI
LAST: $38.67 (+0.29%) • MKT CAP: $8.27B
options-implied-move
6.50%
LAST: $108.69 (+0.95%) • MKT CAP: $297.82B
options-implied-move
7.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UGI VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UGI | 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) | 9.40% | 9.90% | -0.50 | SHEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.9x | 21.0x | -14.10 | UGI | /valuation <GO> |
| Free Cash Flow Yield | 4.72% | 2.21% | +2.51 | UGI | /fcf-yield <GO> |
| Operating Margin | 15.50% | 13.90% | +1.60 | UGI | /operating-margins <GO> |
| Net Profit Margin | 9.50% | 10.90% | -1.40 | SHEL | /net-margins <GO> |
| Revenue Growth (YoY) | 1.40% | 3.30% | -1.90 | SHEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.89% | 0.00% | +3.89 | UGI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.41 | 3.74 | -2.33 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.50% | 7.00% | -0.50 | UGI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.0 | 69.8 | -11.84 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.02 | -0.13 | SHEL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 30.5x | -19.20 | UGI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.27B | $297.82B | -$289.55B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UGI REV | SHEL REV | UGI GROSS % | SHEL GROSS % | UGI FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.15B | — | 44.0% | — | $390.0M | — |
| FY 2024 | $7.04B | — | 44.0% | — | $386.0M | — |
| FY 2023 | $8.76B | — | 44.0% | — | $712.8M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UGI // BETA 0.89
SHEL // BETA 1.02