COMP <GO>
ALTG vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Alta Equipment Group Inc. (Class A) (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ALTG 3
— CAT 8
■ METRIC PARITY
LAST: $7.60 (+2.98%) • MKT CAP: $248.3M
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ALTG VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ALTG | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.90% | 82.20% | -56.30 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.00% | 21.15% | -17.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.0x | 20.9x | +2.14 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 9.59% | 3.74% | +5.85 | ALTG | /fcf-yield <GO> |
| Operating Margin | 1.30% | 17.52% | -16.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | -4.40% | 14.51% | -18.91 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -2.20% | 18.36% | -20.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.21% | 1.05% | +0.16 | ALTG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.49 | 4.34 | -2.85 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.3 | 33.5 | +31.77 | ALTG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $248.3M | $297.59B | -$297.34B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ALTG REV | CAT REV | ALTG GROSS % | CAT GROSS % | ALTG FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.84B | $67.59B | 25.9% | 99.9% | $23.8M | $8.92B |
| FY 2024 | $1.88B | $64.81B | 26.3% | 100.0% | $41.6M | $10.05B |
| FY 2023 | $1.88B | $67.06B | — | 99.8% | $58.4M | $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
ALTG // BETA —
CAT // BETA 1.02