COMP <GO>
BC vs CAT // FREE CASH FLOW YIELD
Brunswick Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BC 4
— CAT 10
▲ FREE CASH FLOW YIELD LEADER: BC
LAST: $75.34 (+1.32%) • MKT CAP: $4.82B
fcf-yield
8.22%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
fcf-yield
3.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BC VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BC | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 24.80% | 82.20% | -57.40 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -1.00% | 21.15% | -22.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 8.22% | 3.74% | +4.48 | BC | /fcf-yield <GO> |
| Operating Margin | -0.80% | 17.52% | -18.32 | CAT | /operating-margins <GO> |
| Net Profit Margin | -2.60% | 14.51% | -17.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 2.40% | 18.36% | -15.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.34% | 1.05% | +1.29 | BC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.15 | 4.34 | -1.19 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 8.46% | -1.76 | BC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.2 | 23.6 | +46.62 | BC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.02 | -0.09 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 26.0x | +9.04 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.82B | $286.26B | -$281.44B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BC REV | CAT REV | BC GROSS % | CAT GROSS % | BC FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.36B | $67.59B | 24.8% | 99.9% | $396.3M | $8.92B |
| FY 2024 | $5.24B | $64.81B | 25.8% | 100.0% | $264.0M | $10.05B |
| FY 2023 | $6.40B | $67.06B | 44.0% | 99.8% | $445.5M | $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
BC // BETA 0.93
CAT // BETA 1.02