COMP <GO>
ATRO vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
Astronics Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ATRO 3
— CAT 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $62.88 (+3.85%) • MKT CAP: $2.70B
roic
13.20%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ATRO VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ATRO | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 29.90% | 82.20% | -52.30 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.20% | 21.15% | -7.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 39.5x | 20.9x | +18.64 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.77% | 3.74% | -0.97 | CAT | /fcf-yield <GO> |
| Operating Margin | 8.90% | 17.52% | -8.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 3.40% | 14.51% | -11.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 8.40% | 18.36% | -9.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.37 | 4.34 | +1.03 | ATRO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | ATRO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.8 | 33.5 | +5.29 | ATRO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 85.7x | 26.0x | +59.74 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.70B | $297.59B | -$294.88B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ATRO REV | CAT REV | ATRO GROSS % | CAT GROSS % | ATRO FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $862.1M | $67.59B | 29.9% | 99.9% | $74.8M | $8.92B |
| FY 2024 | $795.4M | $64.81B | 27.7% | 100.0% | $30.6M | $10.05B |
| FY 2023 | $689.2M | $67.06B | — | 99.8% | -$23.9M | $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
ATRO // BETA —
CAT // BETA 1.02