COMP <GO>
BW vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Babcock & Wilcox Enterprises Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BW 2
— CAT 10
■ METRIC PARITY
LAST: $4.56 (0.00%) • MKT CAP: $679.3M
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BW VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BW | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 24.50% | 82.20% | -57.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 48.20% | 21.15% | +27.05 | BW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.9x | 20.9x | -3.96 | BW | /valuation <GO> |
| Free Cash Flow Yield | -12.61% | 3.74% | -16.35 | CAT | /fcf-yield <GO> |
| Operating Margin | 3.50% | 17.52% | -14.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | -5.60% | 14.51% | -20.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 1.10% | 18.36% | -17.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 4.34 | -4.14 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 5/9 | -3.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 30.6 | 33.5 | -2.93 | CAT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $679.3M | $297.59B | -$296.91B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BW REV | CAT REV | BW GROSS % | CAT GROSS % | BW FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $587.7M | $67.59B | 24.5% | 99.9% | -$85.7M | $8.92B |
| FY 2024 | $581.0M | $64.81B | 21.8% | 100.0% | -$129.9M | $10.05B |
| FY 2023 | $587.4M | $67.06B | — | 99.8% | -$42.3M | $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
BW // BETA —
CAT // BETA 1.02