COMP <GO>
SRE vs CVX // RETURN ON INVESTED CAPITAL (ROIC)
DBA Sempra (NYSE) VS. Chevron Corporation (NYSE) • 15-METRIC TALLY: SRE 8
— CVX 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CVX
LAST: $86.06 (+0.20%) • MKT CAP: $56.16B
roic
3.30%
LAST: $235.52 (+1.75%) • MKT CAP: $457.31B
roic
5.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SRE VS. CVX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SRE | CVX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.30% | -0.30 | CVX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.30% | 5.80% | -2.50 | CVX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.9x | 21.5x | +7.40 | CVX | /valuation <GO> |
| Free Cash Flow Yield | 7.13% | 5.61% | +1.52 | SRE | /fcf-yield <GO> |
| Operating Margin | 18.00% | 8.10% | +9.90 | SRE | /operating-margins <GO> |
| Net Profit Margin | 14.80% | 6.70% | +8.10 | SRE | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | -4.60% | +9.70 | SRE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 2.79% | +0.06 | SRE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.17 | 3.71 | -2.54 | CVX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SRE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.10% | -0.20 | SRE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.8 | 72.8 | -7.10 | CVX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.07 | -0.07 | CVX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.5x | 34.6x | -6.10 | SRE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $56.16B | $457.31B | -$401.15B | CVX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SRE REV | CVX REV | SRE GROSS % | CVX GROSS % | SRE FCF | CVX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.42B | $184.43B | 44.0% | 41.3% | $4.01B | $25.64B |
| FY 2024 | $11.82B | $193.41B | 44.0% | 38.4% | $4.38B | $22.79B |
| FY 2023 | $14.85B | $196.91B | 44.0% | 44.0% | $5.55B | $26.75B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SRE // BETA 1.00
CVX // BETA 1.07