COMP <GO>
ANDE vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Andersons Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ANDE 3
— CAT 7
■ METRIC PARITY
LAST: $64.29 (+2.91%) • MKT CAP: $2.12B
options-implied-move
—
LAST: $622.75 (-3.81%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ANDE VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ANDE | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 46.60% | 82.20% | -35.60 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.70% | 21.15% | -13.45 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -2.64% | 3.74% | -6.38 | CAT | /fcf-yield <GO> |
| Operating Margin | — | 17.52% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 6.30% | 14.51% | -8.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 9.10% | 18.36% | -9.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 1.05% | +0.21 | ANDE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | ANDE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.6 | 33.5 | +5.10 | ANDE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.6x | 19.7x | +0.88 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.12B | $297.59B | -$295.47B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ANDE REV | CAT REV | ANDE GROSS % | CAT GROSS % | ANDE FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.53B | $67.59B | 46.6% | 99.9% | -$56.1M | $8.92B |
| FY 2024 | $1.40B | $64.81B | 49.4% | 100.0% | $182.3M | $10.05B |
| FY 2023 | $1.63B | $67.06B | — | 99.8% | $946.8M | $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
ANDE // BETA —
CAT // BETA 1.02