COMP <GO>
BELFA vs CAT // EV/EBITDA & P/E VALUATION
Bel Fuse Inc. (Class A) (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BELFA 4
— CAT 9
▲ EV/EBITDA & P/E VALUATION LEADER: CAT
LAST: $187.21 (+3.92%) • MKT CAP: $2.70B
valuation
23.5x
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BELFA VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BELFA | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.10% | 82.20% | -43.10 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.50% | 21.15% | -5.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 23.5x | 20.9x | +2.64 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.54% | 3.74% | -1.20 | CAT | /fcf-yield <GO> |
| Operating Margin | 16.40% | 17.52% | -1.12 | CAT | /operating-margins <GO> |
| Net Profit Margin | 11.00% | 14.51% | -3.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 26.30% | 18.36% | +7.94 | BELFA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.13% | 1.05% | -0.92 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.94 | 4.34 | +1.60 | BELFA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | BELFA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.7 | 33.5 | +19.23 | BELFA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.7x | 26.0x | +4.74 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.70B | $297.59B | -$294.89B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BELFA REV | CAT REV | BELFA GROSS % | CAT GROSS % | BELFA FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $675.5M | $67.59B | 39.1% | 99.9% | $68.6M | $8.92B |
| FY 2024 | $534.8M | $64.81B | 37.8% | 100.0% | $60.0M | $10.05B |
| FY 2023 | $639.8M | $67.06B | — | 99.8% | $108.3M | $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
BELFA // BETA —
CAT // BETA 1.02