COMP <GO>
VAL vs SWX // EV/EBITDA & P/E VALUATION
Valaris Limited (NYSE) VS. Southwest Gas Holdings Inc. (NYSE) • 15-METRIC TALLY: VAL 10
— SWX 2
▲ EV/EBITDA & P/E VALUATION LEADER: SWX
LAST: $94.69 (-10.09%) • MKT CAP: $7.31B
valuation
9.8x
LAST: $93.73 (+0.70%) • MKT CAP: $6.74B
valuation
8.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VAL VS. SWX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VAL | SWX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.30% | 5.50% | +4.80 | VAL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 9.8x | 8.3x | +1.50 | SWX | /valuation <GO> |
| Free Cash Flow Yield | 2.87% | -3.73% | +6.60 | VAL | /fcf-yield <GO> |
| Operating Margin | 75.00% | 25.10% | +49.90 | VAL | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 23.30% | +44.70 | VAL | /net-margins <GO> |
| Revenue Growth (YoY) | 24.00% | 3.30% | +20.70 | VAL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.65% | -2.65 | SWX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.03 | 1.31 | +1.72 | VAL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 73.2 | 71.6 | +1.60 | VAL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.88 | +0.19 | VAL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.0x | 14.2x | -8.20 | VAL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.31B | $6.74B | $569.0M | VAL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VAL REV | SWX REV | VAL GROSS % | SWX GROSS % | VAL FCF | SWX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.9M | $1.33B | — | — | $202.7M | -$251.8M |
| FY 2024 | $9.6M | $1.14B | — | — | -$99.7M | $509.2M |
| FY 2023 | $8.4M | $5.43B | — | — | $267.1M | $264.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VAL // BETA 1.07
SWX // BETA 0.88