COMP <GO>
AME vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
AMETEK Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: AME 6
— CAT 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: AME
LAST: $241.12 (-4.23%) • MKT CAP: $57.72B
options-implied-move
6.80%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AME VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AME | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.00% | 82.20% | -46.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.40% | 21.15% | -7.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.9x | 20.9x | +8.04 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.90% | 3.74% | -0.84 | CAT | /fcf-yield <GO> |
| Operating Margin | 25.80% | 17.52% | +8.28 | AME | /operating-margins <GO> |
| Net Profit Margin | 20.00% | 14.51% | +5.49 | AME | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 18.36% | -11.76 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.49% | 1.05% | -0.56 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.30 | 4.34 | +3.96 | AME | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | AME | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.80% | 8.46% | -1.66 | AME | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.1 | 23.6 | +20.56 | AME | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.02 | -0.05 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 36.3x | 26.0x | +10.34 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $57.72B | $286.26B | -$228.54B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AME REV | CAT REV | AME GROSS % | CAT GROSS % | AME FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.40B | $67.59B | 36.0% | 99.9% | $1.67B | $8.92B |
| FY 2024 | $6.94B | $64.81B | 35.7% | 100.0% | $1.70B | $10.05B |
| FY 2023 | $6.60B | $67.06B | 44.0% | 99.8% | $1.44B | $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
AME // BETA 0.97
CAT // BETA 1.02