Exxon Mobil 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.
Scale-times-health is the whole comparison: ExxonMobil at $573B earning 9.7% on equity, YPF at $17.8B posting negative 7.2%, the world's premier integrated against a sovereign-tinged one in difficulty. Exxon nets 7.6% of revenue across its global book; YPF posts a negative 4.3% net margin through Argentine macro turmoil. Exxon pays a 2.9% dividend at 23 times earnings; YPF has no usable multiple and pays nothing displayed. Both carry near-zero net debt, and both show free-cash figures, Exxon's 3.3% clean, YPF's 27.9% a suppressed-denominator artifact. The pair prices integrated oil at its healthiest against integrated oil at its most troubled; Exxon is a functioning colossus, YPF an option on a country.
Comparison updated 2026-07-11.
| Metric | XOM | YPF |
|---|---|---|
| Price | $136.40 | $45.38 |
| Market cap | $573.2B | $17.8B |
| Sector | Oil & Gas Refining | Oil & Gas Refining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +1.4% | +2.1% |
| P/E | 23.0 | — |
| P/B | 2.20 | 1.61 |
| P/S | 1.71 | 0.96 |
| EV/EBITDA | 21.4 | 9.7 |
| Revenue growth | -4.2% | +9.1% |
| Gross margin | — | 27.6% |
| Operating margin | — | 9.4% |
| Net margin | 7.6% | -4.3% |
| Return on equity | 9.7% | -7.2% |
| Return on assets | 5.5% | -2.7% |
| Return on invested capital | — | 12.4% |
| FCF yield | 3.3% | 27.9% |
| Dividend yield | 2.9% | — |
| Debt / equity | 0.06 | 0.00 |
| Current ratio | 1.04 | 0.87 |
| Altman Z (solvency) | 3.87 | 1.36 |
| Piotroski F (quality) | 8 / 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.