COMP <GO>
BA vs CAT // NET PROFIT MARGIN
Boeing Company (The) (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BA 3
— CAT 11
▲ NET PROFIT MARGIN LEADER: CAT
LAST: $171.55 (-0.64%) • MKT CAP: $136.82B
net-margins
2.50%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
net-margins
14.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BA VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BA | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 4.80% | 82.20% | -77.40 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 21.15% | -15.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.6x | 20.9x | +7.74 | CAT | /valuation <GO> |
| Free Cash Flow Yield | -1.37% | 3.74% | -5.11 | CAT | /fcf-yield <GO> |
| Operating Margin | 4.80% | 17.52% | -12.72 | CAT | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 2.50% | 14.51% | -12.01 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 34.50% | 18.36% | +16.14 | BA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.24% | 1.05% | -0.81 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.41 | 4.34 | -2.93 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 8.46% | -1.76 | BA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 32.3 | 23.6 | +8.74 | BA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.02 | -0.07 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 51.4x | 26.0x | +25.44 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $136.82B | $286.26B | -$149.45B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BA REV | CAT REV | BA GROSS % | CAT GROSS % | BA FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $89.46B | $67.59B | 4.8% | 99.9% | -$1.88B | $8.92B |
| FY 2024 | $66.52B | $64.81B | -3.0% | 100.0% | -$14.31B | $10.05B |
| FY 2023 | $77.79B | $67.06B | 44.0% | 99.8% | $2.46B | $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
BA // BETA 0.95
CAT // BETA 1.02