COMP <GO>
PSX vs VLO // 10Y YIELD & FRED MACRO BETA
Phillips 66 (NYSE) VS. Valero Energy Corporation (NYSE) • 15-METRIC TALLY: PSX 6
— VLO 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: PSX
LAST: $282.83 (+3.37%) • MKT CAP: $106.73B
macro-sensitivity
1.09
LAST: $399.66 (+3.92%) • MKT CAP: $107.25B
macro-sensitivity
0.89
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PSX VS. VLO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PSX | VLO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 12.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.20% | 8.20% | +1.00 | PSX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.9x | 26.4x | -14.50 | PSX | /valuation <GO> |
| Free Cash Flow Yield | -0.93% | 4.17% | -5.10 | VLO | /fcf-yield <GO> |
| Operating Margin | 4.10% | 10.60% | -6.50 | VLO | /operating-margins <GO> |
| Net Profit Margin | 3.30% | 7.80% | -4.50 | VLO | /net-margins <GO> |
| Revenue Growth (YoY) | -7.50% | 19.80% | -27.30 | VLO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.80% | 1.31% | +0.49 | PSX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.21 | 4.36 | -0.15 | VLO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | VLO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.5 | 40.3 | +8.20 | PSX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.09 | 0.89 | +0.20 | PSX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.5x | 38.4x | -15.90 | PSX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $106.73B | $107.25B | -$522.9M | VLO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PSX REV | VLO REV | PSX GROSS % | VLO GROSS % | PSX FCF | VLO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $132.38B | $0 | 12.3% | — | -$994.9M | $5.83B |
| FY 2024 | $143.15B | $0 | 9.2% | — | -$2.25B | $6.68B |
| FY 2023 | $147.40B | $0 | — | — | $396.0M | $9.23B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PSX // BETA 1.09
VLO // BETA 0.89