COMP <GO>
CNH vs CAT // ENTERPRISE SCALE & MARKET CAP
CNH Industrial N.V. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: CNH 5
— CAT 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: CAT
LAST: $11.76 (+4.16%) • MKT CAP: $13.97B
market-cap
$13.97B
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
market-cap
$286.26B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CNH VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CNH | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 19.30% | 82.20% | -62.90 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.50% | 21.15% | -18.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.6x | 20.9x | +0.74 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 13.22% | 3.74% | +9.48 | CNH | /fcf-yield <GO> |
| Operating Margin | 4.10% | 17.52% | -13.42 | CAT | /operating-margins <GO> |
| Net Profit Margin | 3.30% | 14.51% | -11.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -10.00% | 18.36% | -28.36 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.38% | 1.05% | +1.33 | CNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.13 | 4.34 | -3.21 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 8.46% | -1.56 | CNH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.7 | 23.6 | +24.11 | CNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.02 | -0.03 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.5x | 26.0x | -0.46 | CNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $13.97B | $286.26B | -$272.29B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CNH REV | CAT REV | CNH GROSS % | CAT GROSS % | CNH FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.35B | $67.59B | 19.3% | 99.9% | $1.85B | $8.92B |
| FY 2024 | $17.06B | $64.81B | 21.7% | 100.0% | $1.20B | $10.05B |
| FY 2023 | $22.08B | $67.06B | 44.0% | 99.8% | -$86.6M | $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
CNH // BETA 0.99
CAT // BETA 1.02