COMP <GO>
CAT vs CMI // RSI-14 & 200D SMA MOMENTUM
Caterpillar Inc. (NYSE) VS. Cummins Inc. (NYSE) • 15-METRIC TALLY: CAT 8
— CMI 6
▲ RSI-14 & 200D SMA MOMENTUM LEADER: CMI
LAST: $613.62 (-1.47%) • MKT CAP: $286.26B
rsi-technicals
26.1
LAST: $500.60 (+0.10%) • MKT CAP: $68.84B
rsi-technicals
38.9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAT VS. CMI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAT | CMI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 82.20% | 25.30% | +56.90 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.15% | 17.50% | +3.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.8x | 15.2x | +5.56 | CMI | /valuation <GO> |
| Free Cash Flow Yield | 3.76% | 3.35% | +0.41 | CAT | /fcf-yield <GO> |
| Operating Margin | 17.52% | 12.00% | +5.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 14.51% | 9.30% | +5.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 18.36% | -1.30% | +19.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.06% | 1.48% | -0.42 | CMI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.33 | 4.65 | -0.32 | CMI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | CMI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.60% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 26.1 | 38.9 | -12.77 | CMI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.05 | -0.03 | CMI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.7x | 21.1x | -1.38 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $286.26B | $68.84B | $217.42B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAT REV | CMI REV | CAT GROSS % | CMI GROSS % | CAT FCF | CMI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $67.59B | $33.67B | 99.9% | 25.3% | $8.92B | $2.39B |
| FY 2024 | $64.81B | $34.10B | 100.0% | 24.7% | $10.05B | $279.0M |
| FY 2023 | $67.06B | $34.06B | 99.8% | — | $11.29B | $2.43B |
| FY 2022 | $59.43B | — | 99.3% | — | $6.47B | — |
| FY 2021 | $50.97B | — | 30.3% | — | $6.11B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CAT // BETA 1.02
CMI // BETA 1.05