COMP <GO>
BALL vs CAT // ENTERPRISE SCALE & MARKET CAP
Ball Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BALL 6
— CAT 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: CAT
LAST: $66.47 (+3.05%) • MKT CAP: $17.07B
market-cap
$17.07B
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
market-cap
$286.26B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BALL VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BALL | 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) | 5.20% | 21.15% | -15.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.4x | 20.9x | -0.46 | BALL | /valuation <GO> |
| Free Cash Flow Yield | 4.62% | 3.74% | +0.88 | BALL | /fcf-yield <GO> |
| Operating Margin | 13.90% | 17.52% | -3.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 14.51% | -3.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 18.36% | -11.76 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.29% | 1.05% | +0.24 | BALL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.00 | 4.34 | -2.34 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | BALL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 8.46% | -1.76 | BALL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.7 | 23.6 | +47.07 | BALL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.02 | -0.07 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 26.0x | +4.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $17.07B | $286.26B | -$269.19B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BALL REV | CAT REV | BALL GROSS % | CAT GROSS % | BALL FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $67.59B | — | 99.9% | $788.0M | $8.92B |
| FY 2024 | $0 | $64.81B | — | 100.0% | -$369.0M | $10.05B |
| FY 2023 | — | $67.06B | — | 99.8% | — | $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
BALL // BETA 0.95
CAT // BETA 1.02