COMP <GO>
CAT vs RTX // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Caterpillar Inc. (NYSE) VS. RTX Corporation (NYSE) • 15-METRIC TALLY: CAT 10
— RTX 3
■ METRIC PARITY
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
LAST: $199.40 (+1.82%) • MKT CAP: $269.08B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAT VS. RTX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAT | RTX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 82.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.15% | 7.20% | +13.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.9x | 26.5x | -5.64 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.74% | 2.95% | +0.79 | CAT | /fcf-yield <GO> |
| Operating Margin | 17.52% | 10.50% | +7.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | 14.51% | 7.60% | +6.91 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 18.36% | 9.70% | +8.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.05% | 1.33% | -0.28 | RTX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.34 | 2.73 | +1.61 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | RTX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 8.46% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.5 | 60.0 | -26.50 | RTX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.92 | +0.10 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.0x | 37.2x | -11.24 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $297.59B | $269.08B | $28.51B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAT REV | RTX REV | CAT GROSS % | RTX GROSS % | CAT FCF | RTX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $67.59B | $88.60B | 99.9% | — | $8.92B | $7.94B |
| FY 2024 | $64.81B | $80.74B | 100.0% | — | $10.05B | $4.53B |
| FY 2023 | $67.06B | $68.92B | 99.8% | — | $11.29B | $4.78B |
| 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
RTX // BETA 0.92