COMP <GO>
VLO vs IMO // RETURN ON INVESTED CAPITAL (ROIC)
Valero Energy Corporation (NYSE) VS. Imperial Oil Limited (NYSE) • 15-METRIC TALLY: VLO 6
— IMO 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: IMO
LAST: $399.66 (+3.92%) • MKT CAP: $111.46B
roic
8.20%
LAST: $138.10 (+5.53%) • MKT CAP: $66.78B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VLO VS. IMO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VLO | IMO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.20% | 9.90% | -1.70 | IMO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.4x | 21.0x | +5.40 | IMO | /valuation <GO> |
| Free Cash Flow Yield | 4.17% | 2.21% | +1.96 | VLO | /fcf-yield <GO> |
| Operating Margin | 10.60% | 13.90% | -3.30 | IMO | /operating-margins <GO> |
| Net Profit Margin | 7.80% | 10.90% | -3.10 | IMO | /net-margins <GO> |
| Revenue Growth (YoY) | 19.80% | -2.20% | +22.00 | 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 | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.2 | 60.0 | -12.80 | IMO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 0.87 | +0.02 | VLO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.4x | 30.5x | +7.90 | IMO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $111.46B | $66.78B | $44.67B | VLO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VLO REV | IMO REV | VLO GROSS % | IMO GROSS % | VLO FCF | IMO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.91B | — | — | — | $5.83B | — |
| FY 2024 | $10.51B | — | — | — | $6.68B | — |
| FY 2023 | $33.20B | — | — | — | $9.23B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VLO // BETA 0.89
IMO // BETA 0.87