COMP <GO>
NC vs CVX // RETURN ON INVESTED CAPITAL (ROIC)
NACCO Industries Inc. (NYSE) VS. Chevron Corporation (NYSE) • 15-METRIC TALLY: NC 3
— CVX 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CVX
LAST: $35.73 (+2.06%) • MKT CAP: $269.6M
roic
4.60%
LAST: $231.46 (+0.99%) • MKT CAP: $457.31B
roic
5.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NC VS. CVX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NC | CVX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 13.90% | 41.30% | -27.40 | CVX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.60% | 5.80% | -1.20 | CVX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.5x | 21.5x | -18.00 | NC | /valuation <GO> |
| Free Cash Flow Yield | 0.85% | 5.61% | -4.76 | CVX | /fcf-yield <GO> |
| Operating Margin | 7.90% | 8.10% | -0.20 | CVX | /operating-margins <GO> |
| Net Profit Margin | 6.30% | 6.70% | -0.40 | CVX | /net-margins <GO> |
| Revenue Growth (YoY) | 16.60% | -4.60% | +21.20 | NC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.72% | 2.79% | -0.07 | CVX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.30 | 3.71 | -1.41 | CVX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | CVX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.8 | 64.7 | -17.90 | CVX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.07 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 34.6x | -21.70 | NC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $269.6M | $457.31B | -$457.04B | CVX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NC REV | CVX REV | NC GROSS % | CVX GROSS % | NC FCF | CVX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $277.2M | $184.43B | 13.9% | 41.3% | $2.3M | $25.64B |
| FY 2024 | $237.7M | $193.41B | — | 38.4% | -$32.4M | $22.79B |
| FY 2023 | $214.8M | $196.91B | — | — | $54.5M | $26.75B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NC // BETA —
CVX // BETA 1.07