COMP <GO>
SRE vs XOM // 10Y YIELD & FRED MACRO BETA
DBA Sempra (NYSE) VS. Exxon Mobil Corporation (NYSE) • 15-METRIC TALLY: SRE 7
— XOM 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: SRE
LAST: $86.06 (+0.20%) • MKT CAP: $56.16B
macro-sensitivity
1.00
LAST: $187.25 (+2.16%) • MKT CAP: $748.46B
macro-sensitivity
0.28
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SRE VS. XOM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SRE | XOM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.30% | 9.86% | -6.56 | XOM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.9x | 13.9x | +15.03 | XOM | /valuation <GO> |
| Free Cash Flow Yield | 7.13% | 2.51% | +4.62 | SRE | /fcf-yield <GO> |
| Operating Margin | 18.00% | 10.96% | +7.04 | SRE | /operating-margins <GO> |
| Net Profit Margin | 14.80% | 7.57% | +7.23 | SRE | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | -4.40% | +9.50 | SRE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 2.20% | +0.65 | SRE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.17 | 4.65 | -3.48 | XOM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | SRE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.22% | +0.68 | XOM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.8 | 73.0 | -7.22 | XOM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 0.28 | +0.72 | SRE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.5x | 14.3x | +14.16 | XOM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $56.16B | $748.46B | -$692.30B | XOM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SRE REV | XOM REV | SRE GROSS % | XOM GROSS % | SRE FCF | XOM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.42B | $332.24B | 44.0% | — | $4.01B | $23.61B |
| FY 2024 | $11.82B | $349.58B | 44.0% | — | $4.38B | $30.72B |
| FY 2023 | $14.85B | $344.58B | 44.0% | — | $5.55B | $33.45B |
| FY 2022 | — | $413.68B | — | — | — | $58.39B |
| FY 2021 | — | $285.64B | — | — | — | $36.05B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SRE // BETA 1.00
XOM // BETA 0.28