COMP <GO>
PSX vs BHP // ALTMAN Z-SCORE & DEBT/EQUITY
Phillips 66 (NYSE) VS. BHP Group Limited American (NYSE) • 15-METRIC TALLY: PSX 6
— BHP 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: PSX
LAST: $282.83 (+3.37%) • MKT CAP: $106.73B
balance-sheet
4.21
LAST: $79.16 (-3.25%) • MKT CAP: $207.99B
balance-sheet
3.74
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PSX VS. BHP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PSX | BHP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 12.30% | 41.00% | -28.70 | BHP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.20% | 9.90% | -0.70 | BHP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.9x | 21.0x | -9.10 | PSX | /valuation <GO> |
| Free Cash Flow Yield | -0.93% | 2.21% | -3.14 | BHP | /fcf-yield <GO> |
| Operating Margin | 4.10% | 13.90% | -9.80 | BHP | /operating-margins <GO> |
| Net Profit Margin | 3.30% | 10.90% | -7.60 | BHP | /net-margins <GO> |
| Revenue Growth (YoY) | -7.50% | -3.30% | -4.20 | BHP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.80% | 0.00% | +1.80 | PSX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.21 | 3.74 | +0.47 | PSX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BHP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 7.40% | -0.20 | PSX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.3 | 37.5 | +17.82 | PSX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 1.14 | -0.05 | BHP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.5x | 30.5x | -8.00 | PSX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $106.73B | $207.99B | -$101.27B | BHP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PSX REV | BHP REV | PSX GROSS % | BHP GROSS % | PSX FCF | BHP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $132.38B | — | 12.3% | — | -$994.9M | — |
| FY 2024 | $143.15B | — | 9.2% | — | -$2.25B | — |
| FY 2023 | $147.40B | — | 44.0% | — | $396.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PSX // BETA 1.09
BHP // BETA 1.14