COMP <GO>
CARR vs CAT // ALTMAN Z-SCORE & DEBT/EQUITY
Carrier Global Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: CARR 4
— CAT 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: CAT
LAST: $55.54 (-1.30%) • MKT CAP: $45.78B
balance-sheet
2.47
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
balance-sheet
4.34
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CARR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CARR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 21.15% | -13.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.5x | 20.9x | -2.36 | CARR | /valuation <GO> |
| Free Cash Flow Yield | 3.35% | 3.74% | -0.39 | CAT | /fcf-yield <GO> |
| Operating Margin | 10.00% | 17.52% | -7.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 14.51% | -7.71 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 18.36% | -21.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.69% | 1.05% | +0.64 | CARR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.47 | 4.34 | -1.87 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | CARR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 33.5 | +14.50 | CARR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.02 | -0.02 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.7x | 26.0x | +2.74 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.78B | $297.59B | -$251.81B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CARR REV | CAT REV | CARR GROSS % | CAT GROSS % | CARR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.75B | $67.59B | — | 99.9% | $1.53B | $8.92B |
| FY 2024 | $22.49B | $64.81B | 26.6% | 100.0% | -$448.9M | $10.05B |
| FY 2023 | $18.95B | $67.06B | — | 99.8% | $1.75B | $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
CARR // BETA 1.00
CAT // BETA 1.02