COMP <GO>
LBRT vs BHP // RETURN ON INVESTED CAPITAL (ROIC)
Liberty Energy Inc. (Class A) (NYSE) VS. BHP Group Limited American (NYSE) • 15-METRIC TALLY: LBRT 3
— BHP 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BHP
LAST: $17.41 (-1.14%) • MKT CAP: $2.84B
roic
2.50%
LAST: $81.82 (-0.49%) • MKT CAP: $207.99B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LBRT VS. BHP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LBRT | BHP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.50% | 9.90% | -7.40 | BHP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 42.0x | 21.0x | +21.00 | BHP | /valuation <GO> |
| Free Cash Flow Yield | 21.46% | 2.21% | +19.25 | LBRT | /fcf-yield <GO> |
| Operating Margin | 1.80% | 13.90% | -12.10 | BHP | /operating-margins <GO> |
| Net Profit Margin | 3.70% | 10.90% | -7.20 | BHP | /net-margins <GO> |
| Revenue Growth (YoY) | -7.20% | -3.30% | -3.90 | BHP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.92% | 0.00% | +1.92 | LBRT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.84 | 3.74 | -0.90 | BHP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BHP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.6 | 46.4 | -2.77 | BHP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 30.5x | -12.60 | LBRT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.84B | $207.99B | -$205.15B | BHP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LBRT REV | BHP REV | LBRT GROSS % | BHP GROSS % | LBRT FCF | BHP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.01B | — | 20.9% | — | $609.6M | — |
| FY 2024 | $4.32B | — | 25.8% | — | $829.4M | — |
| FY 2023 | $4.75B | — | — | — | $1.01B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LBRT // BETA —
BHP // BETA 1.14