COMP <GO>
WES vs SHEL // RETURN ON INVESTED CAPITAL (ROIC)
Western Midstream Partners LP Common (NYSE) VS. Shell PLC American (NYSE) • 15-METRIC TALLY: WES 10
— SHEL 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: WES
LAST: $45.82 (+1.75%) • MKT CAP: $18.93B
roic
16.00%
LAST: $107.67 (+2.36%) • MKT CAP: $297.82B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WES VS. SHEL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WES | SHEL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 16.00% | 9.90% | +6.10 | WES | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 21.0x | -8.00 | WES | /valuation <GO> |
| Free Cash Flow Yield | 10.83% | 2.21% | +8.62 | WES | /fcf-yield <GO> |
| Operating Margin | 41.70% | 13.90% | +27.80 | WES | /operating-margins <GO> |
| Net Profit Margin | 30.70% | 10.90% | +19.80 | WES | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 3.30% | +3.30 | WES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.56% | 0.00% | +7.56 | WES | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.85 | 3.74 | -1.89 | SHEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | WES | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.9 | 65.5 | -12.60 | SHEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 1.02 | +0.01 | WES | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | 30.5x | -15.60 | WES | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.93B | $297.82B | -$278.89B | SHEL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WES REV | SHEL REV | WES GROSS % | SHEL GROSS % | WES FCF | SHEL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.84B | — | — | — | $2.05B | — |
| FY 2024 | $3.60B | — | — | — | $1.97B | — |
| FY 2023 | $3.11B | — | — | — | $1.52B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WES // BETA 1.03
SHEL // BETA 1.02