MARATHON PETROLEUM CORPORATION vs YPF Sociedad Anonima, two Oil & Gas Refining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The sign on the bottom line separates this pair: Marathon Petroleum positive across its refining book, YPF negative 4.3% net as Argentina's state-influenced integrated works through macro turmoil. Marathon earns 19.8% on equity and pays a 1.5% dividend at 16.7 times earnings; YPF posts negative 7.2% returns with no usable multiple. Marathon runs 0.09 turns of debt; YPF near-zero. Both show meaningful free-cash figures, Marathon's 7.6% clean, YPF's 27.9% a suppressed-denominator artifact. The pair prices a functioning US refiner against a sovereign-tinged integrated in difficulty; Marathon is a crack-spread cash machine, YPF an option on Argentina's normalization, and the two share only a sector code.
Comparison updated 2026-07-11.
| Metric | MPC | YPF |
|---|---|---|
| Price | $253.99 | $45.38 |
| Market cap | $74.9B | $17.8B |
| Sector | Oil & Gas Refining | Oil & Gas Refining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | -3.9% | +2.1% |
| P/E | 16.7 | — |
| P/B | 3.20 | 1.61 |
| P/S | 0.55 | 0.96 |
| EV/EBITDA | 6.1 | 9.7 |
| Revenue growth | -1.2% | +9.1% |
| Gross margin | — | 27.6% |
| Operating margin | 4.1% | 9.4% |
| Net margin | 3.4% | -4.3% |
| Return on equity | 19.8% | -7.2% |
| Return on assets | 5.3% | -2.7% |
| Return on invested capital | 29.0% | 12.4% |
| FCF yield | 7.6% | 27.9% |
| Dividend yield | 1.5% | — |
| Debt / equity | 0.09 | 0.00 |
| Current ratio | 1.18 | 0.87 |
| Altman Z (solvency) | 2.97 | 1.36 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
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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.