COMP <GO>
VAL vs BHP // 10Y YIELD & FRED MACRO BETA
Valaris Limited (NYSE) VS. BHP Group Limited American (NYSE) • 15-METRIC TALLY: VAL 9
— BHP 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: BHP
LAST: $105.31 (+3.54%) • MKT CAP: $7.06B
macro-sensitivity
1.07
LAST: $79.16 (-3.25%) • MKT CAP: $207.99B
macro-sensitivity
1.14
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VAL VS. BHP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VAL | BHP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | -30.00% | 41.00% | -71.00 | BHP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.30% | 9.90% | +0.40 | VAL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 21.0x | -11.20 | VAL | /valuation <GO> |
| Free Cash Flow Yield | 2.87% | 2.21% | +0.66 | VAL | /fcf-yield <GO> |
| Operating Margin | 75.00% | 13.90% | +61.10 | VAL | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 10.90% | +57.10 | VAL | /net-margins <GO> |
| Revenue Growth (YoY) | 24.00% | -3.30% | +27.30 | VAL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.03 | 3.74 | -0.71 | BHP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.40% | -0.30 | VAL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 79.3 | 37.5 | +41.83 | VAL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.07 | 1.14 | -0.07 | BHP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.0x | 30.5x | -24.50 | VAL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.06B | $207.99B | -$200.93B | BHP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VAL REV | BHP REV | VAL GROSS % | BHP GROSS % | VAL FCF | BHP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.9M | — | -13595.0% | — | $202.7M | — |
| FY 2024 | $9.6M | — | -18242.7% | — | -$99.7M | — |
| FY 2023 | $8.4M | — | 44.0% | — | $267.1M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VAL // BETA 1.07
BHP // BETA 1.14