COMP <GO>
ATR vs CAT // EV/EBITDA & P/E VALUATION
AptarGroup Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ATR 6
— CAT 9
▲ EV/EBITDA & P/E VALUATION LEADER: ATR
LAST: $137.20 (+5.02%) • MKT CAP: $8.31B
valuation
12.3x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ATR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ATR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.90% | 21.15% | -9.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 12.3x | 20.9x | -8.56 | ATR | /valuation <GO> |
| Free Cash Flow Yield | 3.61% | 3.74% | -0.13 | CAT | /fcf-yield <GO> |
| Operating Margin | 13.30% | 17.52% | -4.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 14.51% | -4.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 5.40% | 18.36% | -12.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.45% | 1.05% | +0.40 | ATR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.88 | 4.34 | -0.46 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | ATR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 8.46% | -1.76 | ATR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 77.4 | 23.6 | +53.78 | ATR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.02 | -0.09 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.6x | 26.0x | -6.36 | ATR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.31B | $286.26B | -$277.96B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ATR REV | CAT REV | ATR GROSS % | CAT GROSS % | ATR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.78B | $67.59B | 44.0% | 99.9% | $299.6M | $8.92B |
| FY 2024 | $3.58B | $64.81B | 44.0% | 100.0% | $366.9M | $10.05B |
| FY 2023 | $3.49B | $67.06B | 44.0% | 99.8% | $418.3M | $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
ATR // BETA 0.93
CAT // BETA 1.02