COMP <GO>
BELFB vs CAT // ALTMAN Z-SCORE & DEBT/EQUITY
Bel Fuse Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BELFB 5
— CAT 10
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BELFB
LAST: $236.15 (+0.18%) • MKT CAP: $3.40B
balance-sheet
6.95
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
balance-sheet
4.34
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BELFB VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BELFB | 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 | 29.2x | 20.9x | +8.34 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.02% | 3.74% | -1.72 | 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 | BELFB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.10% | 1.05% | -0.95 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 6.95 | 4.34 | +2.61 | BELFB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | BELFB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 8.46% | -1.96 | BELFB | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.3 | 23.6 | +29.75 | BELFB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.02 | -0.13 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 26.0x | +12.64 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.40B | $286.26B | -$282.86B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BELFB REV | CAT REV | BELFB GROSS % | CAT GROSS % | BELFB 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 | 44.0% | 99.8% | $79.6M | $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
BELFB // BETA 0.89
CAT // BETA 1.02