COMP <GO>
BAER vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
Bridger Aerospace Group Holdings Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BAER 3
— CAT 5
■ METRIC PARITY
LAST: $0.41 (-4.71%) • MKT CAP: $23.8M
roic
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BAER VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BAER | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 42.10% | 82.20% | -40.10 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | 21.15% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 3.74% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 17.52% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 3.40% | 14.51% | -11.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 24.60% | 18.36% | +6.24 | BAER | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | BAER | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 25.0 | 33.5 | -8.48 | CAT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 4.9x | 26.0x | -21.06 | BAER | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $23.8M | $297.59B | -$297.57B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BAER REV | CAT REV | BAER GROSS % | CAT GROSS % | BAER FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $122.8M | $67.59B | 42.1% | 99.9% | -$64.2M | $8.92B |
| FY 2024 | $98.6M | $64.81B | 41.7% | 100.0% | $5.3M | $10.05B |
| FY 2023 | $66.7M | $67.06B | — | 99.8% | -$26.8M | $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
BAER // BETA —
CAT // BETA 1.02