COMP <GO>
PSX vs CVX // RETURN ON INVESTED CAPITAL (ROIC)
Phillips 66 (NYSE) VS. Chevron Corporation (NYSE) • 15-METRIC TALLY: PSX 5
— CVX 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PSX
LAST: $282.83 (+3.37%) • MKT CAP: $106.73B
roic
9.20%
LAST: $235.52 (+1.75%) • MKT CAP: $457.31B
roic
5.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PSX VS. CVX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PSX | CVX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 12.30% | 41.30% | -29.00 | CVX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.20% | 5.80% | +3.40 | PSX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.9x | 21.5x | -9.60 | PSX | /valuation <GO> |
| Free Cash Flow Yield | -0.93% | 5.61% | -6.54 | CVX | /fcf-yield <GO> |
| Operating Margin | 4.10% | 8.10% | -4.00 | CVX | /operating-margins <GO> |
| Net Profit Margin | 3.30% | 6.70% | -3.40 | CVX | /net-margins <GO> |
| Revenue Growth (YoY) | -7.50% | -4.60% | -2.90 | CVX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.80% | 2.79% | -0.99 | CVX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.21 | 3.71 | +0.50 | PSX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | CVX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 7.10% | +0.10 | CVX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.3 | 72.8 | -17.55 | CVX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 1.07 | +0.02 | PSX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.5x | 34.6x | -12.10 | PSX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $106.73B | $457.31B | -$350.58B | CVX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PSX REV | CVX REV | PSX GROSS % | CVX GROSS % | PSX FCF | CVX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $132.38B | $184.43B | 12.3% | 41.3% | -$994.9M | $25.64B |
| FY 2024 | $143.15B | $193.41B | 9.2% | 38.4% | -$2.25B | $22.79B |
| FY 2023 | $147.40B | $196.91B | 44.0% | 44.0% | $396.0M | $26.75B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PSX // BETA 1.09
CVX // BETA 1.07