COMP <GO>
BWXT vs CAT // OPERATING MARGIN
BWX Technologies Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BWXT 3
— CAT 11
▲ OPERATING MARGIN LEADER: CAT
LAST: $137.93 (+2.20%) • MKT CAP: $12.64B
operating-margins
12.60%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
operating-margins
17.52%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWXT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BWXT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 22.90% | 82.20% | -59.30 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.60% | 21.15% | -9.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.2x | 20.9x | +4.34 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.34% | 3.74% | -1.40 | CAT | /fcf-yield <GO> |
| Operating Margin ACTIVE | 12.60% | 17.52% | -4.92 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.30% | 14.51% | -4.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 18.30% | 18.36% | -0.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.73% | 1.05% | -0.32 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.63 | 4.34 | +0.29 | BWXT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | BWXT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.3 | 33.5 | +16.80 | BWXT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.02 | -0.07 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 32.3x | 26.0x | +6.34 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.64B | $297.59B | -$284.95B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BWXT REV | CAT REV | BWXT GROSS % | CAT GROSS % | BWXT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.20B | $67.59B | 22.9% | 99.9% | $295.3M | $8.92B |
| FY 2024 | $2.70B | $64.81B | 24.2% | 100.0% | $254.8M | $10.05B |
| FY 2023 | $2.50B | $67.06B | — | 99.8% | $251.4M | $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
BWXT // BETA 0.95
CAT // BETA 1.02