COMP <GO>
LBRT vs XOM // RETURN ON INVESTED CAPITAL (ROIC)
Liberty Energy Inc. (Class A) (NYSE) VS. Exxon Mobil Corporation (NYSE) • 15-METRIC TALLY: LBRT 2
— XOM 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: XOM
LAST: $17.41 (-1.14%) • MKT CAP: $2.84B
roic
2.50%
LAST: $183.29 (+0.70%) • MKT CAP: $753.67B
roic
9.86%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LBRT VS. XOM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LBRT | XOM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.50% | 9.86% | -7.36 | XOM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 42.0x | 13.9x | +28.13 | XOM | /valuation <GO> |
| Free Cash Flow Yield | 21.46% | 2.51% | +18.95 | LBRT | /fcf-yield <GO> |
| Operating Margin | 1.80% | 10.96% | -9.16 | XOM | /operating-margins <GO> |
| Net Profit Margin | 3.70% | 7.57% | -3.87 | XOM | /net-margins <GO> |
| Revenue Growth (YoY) | -7.20% | -4.40% | -2.80 | XOM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.92% | 2.20% | -0.28 | XOM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.84 | 4.65 | -1.81 | XOM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | LBRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.22% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.6 | 67.1 | -23.47 | XOM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.28 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 14.3x | +3.56 | XOM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.84B | $753.67B | -$750.83B | XOM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LBRT REV | XOM REV | LBRT GROSS % | XOM GROSS % | LBRT FCF | XOM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.01B | $332.24B | 20.9% | — | $609.6M | $23.61B |
| FY 2024 | $4.32B | $349.58B | 25.8% | — | $829.4M | $30.72B |
| FY 2023 | $4.75B | $344.58B | — | — | $1.01B | $33.45B |
| FY 2022 | — | $413.68B | — | — | — | $58.39B |
| FY 2021 | — | $285.64B | — | — | — | $36.05B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LBRT // BETA —
XOM // BETA 0.28