IMPERIAL OIL LIMITED vs MARATHON PETROLEUM CORPORATION, two Oil & Gas Refining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where IMO and MPC diverge most: on implied growth (priced in), IMO reads +10.6% and MPC reads +0.5%; on revenue growth, IMO reads -9.1% and MPC reads -1.2%. The rest of the comparable metrics sit closer together. On valuation, today's IMO price has a different growth bar priced in than MPC (+10.6% implied for IMO vs +0.5% for MPC); the higher figure is the steeper assumption to clear, not a better or worse stock. What MPC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | IMO | MPC |
|---|---|---|
| Price | $129.39 | $316.34 |
| Market cap | $62.7B | $93.3B |
| Sector | Oil & Gas Refining | Oil & Gas Refining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +10.6% | +0.5% |
| P/E | 29.8 | 20.8 |
| P/B | 3.75 | 3.98 |
| P/S | 1.81 | 0.69 |
| EV/EBITDA | 34.2 | 7.6 |
| Revenue growth | -9.1% | -1.2% |
| Operating margin | — | 4.1% |
| Net margin | 6.2% | 3.4% |
| Return on equity | 12.8% | 19.8% |
| Return on assets | 6.4% | 5.3% |
| Return on invested capital | — | 29.0% |
| FCF yield | 4.5% | 6.1% |
| Dividend yield | 1.6% | 1.2% |
| Debt / equity | 0.15 | 0.09 |
| Current ratio | 1.23 | 1.18 |
| Altman Z (solvency) | 4.02 | 3.15 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.