COMP <GO>
AIR vs CAT // FORWARD P/E MULTIPLE
AAR Corp. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: AIR 3
— CAT 6
▲ FORWARD P/E MULTIPLE LEADER: AIR
LAST: $104.52 (+3.67%) • MKT CAP: $4.20B
forward-pe
20.8x
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
forward-pe
26.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AIR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AIR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.80% | 82.20% | -63.40 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.00% | 21.15% | -9.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.48% | 3.74% | -2.26 | CAT | /fcf-yield <GO> |
| Operating Margin | — | 17.52% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 5.70% | 14.51% | -8.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | — | 18.36% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | AIR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.7 | 33.5 | +10.17 | AIR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 20.8x | 26.0x | -5.16 | AIR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.20B | $297.59B | -$293.39B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AIR REV | CAT REV | AIR GROSS % | CAT GROSS % | AIR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.31B | $67.59B | 18.8% | 99.9% | $62.1M | $8.92B |
| FY 2024 | $2.78B | $64.81B | 19.0% | 100.0% | $1.4M | $10.05B |
| FY 2023 | $0 | $67.06B | — | 99.8% | $43.6M | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AIR // BETA —
CAT // BETA 1.02