The video compares Exxon Mobil (XOM) and Chevron (CVX), discussing revenue growth, operating margins, and return on invested capital over the past decade. Revenue growth has been modest, with XOM increasing from $241.4B to $330B (CAGR 3.3%) and CVX increasing from $122.6B to $189.3B (CAGR 4.7%). Operating margins have been volatile, recently at 11.8% for XOM and 10.3% for CVX. XOM has a higher return on invested capital (7.3%) compared to CVX (5.4%). The analysis also accounts for cyclicity, affected by Global Economies and Inorganically, and highlights the fact that XOM shares were brought at "very very cheap" in the past. The valuations were 18.63 of forward price for CVX, and for XOM, they were 16.22 . The speaker has a slight preference for XOM and suggest XOM or CVX can derisk the portfolio if someone does not have any stocks of the segments in hands.