COMP <GO>
CAT vs TMO // PIOTROSKI F-SCORE QUALITY
Caterpillar Inc. (NYSE) VS. Thermo Fisher Scientific Inc (NYSE) • 15-METRIC TALLY: CAT 10
— TMO 5
▲ PIOTROSKI F-SCORE QUALITY LEADER: TMO
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
piotroski-score
5/9
LAST: $697.00 (-1.72%) • MKT CAP: $262.22B
piotroski-score
8/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAT VS. TMO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAT | TMO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 82.20% | 41.00% | +41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.15% | 9.30% | +11.85 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.9x | 30.4x | -9.54 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.74% | 2.40% | +1.34 | CAT | /fcf-yield <GO> |
| Operating Margin | 17.52% | 17.40% | +0.12 | CAT | /operating-margins <GO> |
| Net Profit Margin | 14.51% | 15.10% | -0.59 | TMO | /net-margins <GO> |
| Revenue Growth (YoY) | 18.36% | 3.90% | +14.46 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.05% | 0.24% | +0.81 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.34 | 4.50 | -0.16 | TMO | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 8/9 | -3.00 | TMO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.46% | 6.70% | +1.76 | TMO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 23.6 | 59.1 | -35.56 | TMO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.94 | +0.08 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.0x | 36.3x | -10.34 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $286.26B | $262.22B | $24.05B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAT REV | TMO REV | CAT GROSS % | TMO GROSS % | CAT FCF | TMO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $67.59B | $44.56B | 99.9% | 44.0% | $8.92B | $6.29B |
| FY 2024 | $64.81B | $42.88B | 100.0% | 44.0% | $10.05B | $7.27B |
| FY 2023 | $67.06B | $42.86B | 99.8% | 44.0% | $11.29B | $6.48B |
| 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
TMO // BETA 0.94