COMP <GO>
BMI vs CAT // FREE CASH FLOW YIELD
Badger Meter Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BMI 8
— CAT 7
▲ FREE CASH FLOW YIELD LEADER: BMI
LAST: $148.38 (-0.87%) • MKT CAP: $4.28B
fcf-yield
3.97%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
fcf-yield
3.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BMI VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BMI | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.70% | 82.20% | -40.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.30% | 21.15% | -2.85 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.3x | 20.9x | +1.44 | CAT | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 3.97% | 3.74% | +0.23 | BMI | /fcf-yield <GO> |
| Operating Margin | 20.00% | 17.52% | +2.48 | BMI | /operating-margins <GO> |
| Net Profit Margin | 15.50% | 14.51% | +0.99 | BMI | /net-margins <GO> |
| Revenue Growth (YoY) | 10.90% | 18.36% | -7.46 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.02% | 1.05% | -0.03 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.42 | 4.34 | +4.08 | BMI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | BMI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 8.46% | -1.06 | BMI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 23.6 | +38.60 | BMI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.02 | +0.12 | BMI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.1x | 26.0x | +2.14 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.28B | $286.26B | -$281.99B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BMI REV | CAT REV | BMI GROSS % | CAT GROSS % | BMI FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $916.7M | $67.59B | 41.7% | 99.9% | $169.7M | $8.92B |
| FY 2024 | $826.6M | $64.81B | 39.8% | 100.0% | $142.2M | $10.05B |
| FY 2023 | $703.6M | $67.06B | 44.0% | 99.8% | $78.5M | $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
BMI // BETA 1.14
CAT // BETA 1.02