COMP <GO>
ASTE vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Astec Industries Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ASTE 5
— CAT 8
■ METRIC PARITY
LAST: $39.91 (+2.41%) • MKT CAP: $918.9M
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ASTE VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ASTE | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.50% | 82.20% | -55.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.60% | 21.15% | -15.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.6x | 20.9x | -9.26 | ASTE | /valuation <GO> |
| Free Cash Flow Yield | 2.25% | 3.74% | -1.49 | CAT | /fcf-yield <GO> |
| Operating Margin | 4.70% | 17.52% | -12.82 | CAT | /operating-margins <GO> |
| Net Profit Margin | 2.80% | 14.51% | -11.71 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 18.36% | -10.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.29% | 1.05% | +0.24 | ASTE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.01 | 4.34 | -1.33 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | ASTE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.6 | 33.5 | +13.07 | ASTE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 26.0x | -3.96 | ASTE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $918.9M | $297.59B | -$296.67B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ASTE REV | CAT REV | ASTE GROSS % | CAT GROSS % | ASTE FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.41B | $67.59B | 26.5% | 99.9% | $20.7M | $8.92B |
| FY 2024 | $1.31B | $64.81B | 25.1% | 100.0% | $2.5M | $10.05B |
| FY 2023 | $1.34B | $67.06B | — | 99.8% | $27.8M | $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
ASTE // BETA —
CAT // BETA 1.02