COMP <GO>
AVAV vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
AeroVironment Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: AVAV 3
— CAT 11
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: AVAV
LAST: $126.11 (-6.50%) • MKT CAP: $6.85B
options-implied-move
6.70%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AVAV VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AVAV | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.30% | 82.20% | -56.90 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -7.60% | 21.15% | -28.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -2.06% | 3.74% | -5.80 | CAT | /fcf-yield <GO> |
| Operating Margin | -15.70% | 17.52% | -33.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | -13.40% | 14.51% | -27.91 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 140.90% | 18.36% | +122.54 | AVAV | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.07 | 4.34 | -2.27 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.70% | 8.46% | -1.76 | AVAV | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.5 | 23.6 | +19.87 | AVAV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.02 | -0.08 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.0x | 26.0x | +8.04 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.85B | $286.26B | -$279.41B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AVAV REV | CAT REV | AVAV GROSS % | CAT GROSS % | AVAV FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.98B | $67.59B | 25.3% | 99.9% | -$140.9M | $8.92B |
| FY 2024 | $820.6M | $64.81B | 38.8% | 100.0% | -$20.9M | $10.05B |
| FY 2023 | $716.7M | $67.06B | 44.0% | 99.8% | -$17.0M | $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
AVAV // BETA 0.94
CAT // BETA 1.02