COMP <GO>
CCK vs CAT // 10Y YIELD & FRED MACRO BETA
Crown Holdings Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: CCK 7
— CAT 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: CCK
LAST: $119.24 (+0.88%) • MKT CAP: $12.77B
macro-sensitivity
1.05
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CCK VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CCK | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.10% | 21.15% | -5.05 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.1x | 20.9x | -11.76 | CCK | /valuation <GO> |
| Free Cash Flow Yield | 8.75% | 3.74% | +5.01 | CCK | /fcf-yield <GO> |
| Operating Margin | 12.60% | 17.52% | -4.92 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 14.51% | -8.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 4.80% | 18.36% | -13.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.94% | 1.05% | -0.11 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 4.34 | -1.61 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | CCK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 8.46% | -1.36 | CCK | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.0 | 23.6 | +44.39 | CCK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.05 | 1.02 | +0.03 | CCK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.1x | 26.0x | -9.86 | CCK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.77B | $286.26B | -$273.49B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CCK REV | CAT REV | CCK GROSS % | CAT GROSS % | CCK FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.37B | $67.59B | 44.0% | 99.9% | $1.12B | $8.92B |
| FY 2024 | $11.80B | $64.81B | 44.0% | 100.0% | $789.0M | $10.05B |
| FY 2023 | $12.01B | $67.06B | 44.0% | 99.8% | $912.5M | $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
CCK // BETA 1.05
CAT // BETA 1.02