COMP <GO>
HESM vs PTEN // DIVIDEND YIELD & FCF PAYOUT SAFETY
Hess Midstream LP Class A Representing Limited Partner Interests (NYSE) VS. Patterson-UTI Energy Inc. (NASDAQ) • 15-METRIC TALLY: HESM 7
— PTEN 4
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: PTEN
LAST: $32.25 (+1.70%) • MKT CAP: $4.14B
dividend-safety
0.00%
LAST: $12.69 (+0.71%) • MKT CAP: $4.84B
dividend-safety
2.53%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HESM VS. PTEN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HESM | PTEN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.10% | -0.80% | +19.90 | HESM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.4x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 17.59% | 7.69% | +9.90 | HESM | /fcf-yield <GO> |
| Operating Margin | 62.20% | -0.90% | +63.10 | HESM | /operating-margins <GO> |
| Net Profit Margin | 21.80% | -1.90% | +23.70 | HESM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.40% | -9.80% | +18.20 | HESM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 2.53% | -2.53 | PTEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.80 | 1.88 | -0.08 | PTEN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.6 | 59.4 | -16.80 | PTEN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 0.91 | +0.12 | HESM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.9x | 28.0x | -17.10 | HESM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.14B | $4.84B | -$700.5M | PTEN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HESM REV | PTEN REV | HESM GROSS % | PTEN GROSS % | HESM FCF | PTEN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.62B | $4.79B | — | — | $728.2M | $372.2M |
| FY 2024 | $1.50B | $5.31B | — | — | $634.2M | $497.1M |
| FY 2023 | $1.35B | $4.07B | — | — | $805.7M | $822.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HESM // BETA 1.03
PTEN // BETA 0.91