COMP <GO>
BRK-A vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Berkshire Hathaway Inc. (Class A) (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BRK-A 7
— CAT 5
■ METRIC PARITY
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRK-A VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRK-A | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.47% | 21.15% | -9.68 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 20.9x | -11.18 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 2.09% | 3.74% | -1.65 | CAT | /fcf-yield <GO> |
| Operating Margin | 27.80% | 17.52% | +10.28 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 14.51% | +7.79 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 3.93% | 18.36% | -14.43 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.1 | 33.5 | +34.60 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.02 | +0.11 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 26.0x | -1.62 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.20T | $297.59B | $904.85B | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRK-A REV | CAT REV | BRK-A GROSS % | CAT GROSS % | BRK-A FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $247.24B | $67.59B | — | 99.9% | $25.04B | $8.92B |
| FY 2024 | $249.71B | $64.81B | — | 100.0% | $11.62B | $10.05B |
| FY 2023 | $254.91B | $67.06B | — | 99.8% | $37.73B | $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
BRK-A // BETA 1.13
CAT // BETA 1.02