COMP <GO>
HP vs PTEN // 10Y YIELD & FRED MACRO BETA
Helmerich & Payne Inc. (NYSE) VS. Patterson-UTI Energy Inc. (NASDAQ) • 15-METRIC TALLY: HP 6
— PTEN 5
▲ 10Y YIELD & FRED MACRO BETA LEADER: HP
LAST: $41.58 (-0.55%) • MKT CAP: $4.16B
macro-sensitivity
1.00
LAST: $12.69 (+0.71%) • MKT CAP: $4.84B
macro-sensitivity
0.91
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HP VS. PTEN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HP | PTEN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.10% | -0.80% | +0.90 | HP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.2x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.81% | 7.69% | -4.88 | PTEN | /fcf-yield <GO> |
| Operating Margin | 0.10% | -0.90% | +1.00 | HP | /operating-margins <GO> |
| Net Profit Margin | -4.40% | -1.90% | -2.50 | PTEN | /net-margins <GO> |
| Revenue Growth (YoY) | 34.00% | -9.80% | +43.80 | HP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 2.53% | -0.11 | PTEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.05 | 1.88 | +0.17 | HP | /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 | 57.6 | 59.4 | -1.80 | PTEN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 0.91 | +0.09 | HP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 28.0x | -10.00 | HP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.16B | $4.84B | -$684.3M | PTEN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HP REV | PTEN REV | HP GROSS % | PTEN GROSS % | HP FCF | PTEN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.68B | $4.79B | — | — | $116.6M | $372.2M |
| FY 2024 | $2.75B | $5.31B | — | — | $189.6M | $497.1M |
| FY 2023 | $2.86B | $4.07B | — | — | $704.9M | $822.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HP // BETA 1.00
PTEN // BETA 0.91