COMP <GO>
SU vs PSX // FREE CASH FLOW YIELD
Suncor Energy Inc. (NYSE) VS. Phillips 66 (NYSE) • 15-METRIC TALLY: SU 8
— PSX 5
▲ FREE CASH FLOW YIELD LEADER: SU
LAST: $75.42 (-5.04%) • MKT CAP: $92.89B
fcf-yield
2.21%
LAST: $275.04 (-2.75%) • MKT CAP: $110.32B
fcf-yield
-0.93%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SU VS. PSX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SU | PSX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 12.30% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 9.20% | +0.70 | SU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 11.9x | +9.10 | PSX | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 2.21% | -0.93% | +3.14 | SU | /fcf-yield <GO> |
| Operating Margin | 13.90% | 4.10% | +9.80 | SU | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 3.30% | +7.60 | SU | /net-margins <GO> |
| Revenue Growth (YoY) | 7.70% | -7.50% | +15.20 | SU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.80% | -1.80 | PSX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 4.21 | -0.47 | PSX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | SU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.5 | 54.9 | +8.60 | SU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.09 | +0.07 | SU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 22.5x | +8.00 | PSX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $92.89B | $110.32B | -$17.43B | PSX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SU REV | PSX REV | SU GROSS % | PSX GROSS % | SU FCF | PSX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $132.38B | — | 12.3% | — | -$994.9M |
| FY 2024 | — | $143.15B | — | 9.2% | — | -$2.25B |
| FY 2023 | — | $147.40B | — | — | — | $396.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SU // BETA 1.16
PSX // BETA 1.09