COMP <GO>
VLO vs BHP // 10Y YIELD & FRED MACRO BETA
Valero Energy Corporation (NYSE) VS. BHP Group Limited American (NYSE) • 15-METRIC TALLY: VLO 6
— BHP 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: BHP
LAST: $399.66 (+3.92%) • MKT CAP: $107.25B
macro-sensitivity
0.89
LAST: $79.16 (-3.25%) • MKT CAP: $207.99B
macro-sensitivity
1.14
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VLO VS. BHP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VLO | 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) | 8.20% | 9.90% | -1.70 | BHP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.4x | 21.0x | +5.40 | BHP | /valuation <GO> |
| Free Cash Flow Yield | 4.17% | 2.21% | +1.96 | VLO | /fcf-yield <GO> |
| Operating Margin | 10.60% | 13.90% | -3.30 | BHP | /operating-margins <GO> |
| Net Profit Margin | 7.80% | 10.90% | -3.10 | BHP | /net-margins <GO> |
| Revenue Growth (YoY) | 19.80% | -3.30% | +23.10 | VLO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.31% | 0.00% | +1.31 | VLO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.36 | 3.74 | +0.62 | VLO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 7.40% | -0.90 | VLO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.4 | 37.5 | +7.88 | VLO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.89 | 1.14 | -0.25 | BHP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.4x | 30.5x | +7.90 | BHP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $107.25B | $207.99B | -$100.74B | BHP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VLO REV | BHP REV | VLO GROSS % | BHP GROSS % | VLO FCF | BHP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $5.83B | — |
| FY 2024 | $0 | — | — | — | $6.68B | — |
| FY 2023 | $0 | — | — | — | $9.23B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VLO // BETA 0.89
BHP // BETA 1.14