COMP <GO>
CAT vs AAPL // PIOTROSKI F-SCORE QUALITY
Caterpillar Inc. (NYSE) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: CAT 6
— AAPL 9
▲ PIOTROSKI F-SCORE QUALITY LEADER: AAPL
LAST: $622.75 (-3.81%) • MKT CAP: $291.01B
piotroski-score
5/9
LAST: $344.63 (-1.23%) • MKT CAP: $5.07T
piotroski-score
9/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAT VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAT | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 82.20% | 48.65% | +33.55 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.15% | 81.38% | -60.23 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.2x | 30.3x | -9.17 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.68% | 2.70% | +0.98 | CAT | /fcf-yield <GO> |
| Operating Margin | 17.52% | 33.17% | -15.65 | AAPL | /operating-margins <GO> |
| Net Profit Margin | 14.51% | 27.62% | -13.11 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | 18.36% | 14.24% | +4.12 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.05% | 0.31% | +0.74 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.38 | 13.62 | -9.24 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 9/9 | -4.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.46% | 5.76% | +2.70 | AAPL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 23.6 | 55.4 | -31.76 | AAPL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.14 | -0.12 | AAPL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.0x | 35.3x | -9.38 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $291.01B | $5.07T | -$4.78T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAT REV | AAPL REV | CAT GROSS % | AAPL GROSS % | CAT FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $67.59B | $416.16B | 99.9% | 46.9% | $8.92B | $98.77B |
| FY 2024 | $64.81B | $391.04B | 100.0% | 46.2% | $10.05B | $108.81B |
| FY 2023 | $67.06B | $383.29B | 99.8% | 44.1% | $11.29B | $99.58B |
| FY 2022 | $59.43B | $394.33B | 99.3% | 43.3% | $6.47B | $111.44B |
| FY 2021 | $50.97B | $365.82B | 30.3% | 41.8% | $6.11B | $92.95B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CAT // BETA 1.02
AAPL // BETA 1.14