COMP <GO>
CP vs CAT // FORWARD P/E MULTIPLE
Canadian Pacific Kansas City Limited (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: CP 4
— CAT 11
▲ FORWARD P/E MULTIPLE LEADER: CAT
LAST: $89.68 (+1.48%) • MKT CAP: $76.84B
forward-pe
30.5x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
forward-pe
26.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CP VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CP | 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) | 9.90% | 21.15% | -11.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 20.9x | +0.14 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 3.74% | -1.53 | CAT | /fcf-yield <GO> |
| Operating Margin | 13.90% | 17.52% | -3.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 14.51% | -3.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 2.20% | 18.36% | -16.16 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 4.34 | -0.60 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | CP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 8.46% | -1.36 | CP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.1 | 23.6 | +32.49 | CP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.02 | +0.05 | CP | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 30.5x | 26.0x | +4.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $76.84B | $286.26B | -$209.42B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CP REV | CAT REV | CP GROSS % | CAT GROSS % | CP FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $67.59B | — | 99.9% | — | $8.92B |
| FY 2024 | — | $64.81B | — | 100.0% | — | $10.05B |
| FY 2023 | — | $67.06B | — | 99.8% | — | $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
CP // BETA 1.07
CAT // BETA 1.02