COMP <GO>
CSTM vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
Constellium SE (France) (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: CSTM 5
— CAT 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CSTM
LAST: $24.02 (-1.68%) • MKT CAP: $3.23B
roic
28.70%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CSTM VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CSTM | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 28.70% | 21.15% | +7.55 | CSTM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.92% | 3.74% | +1.18 | CSTM | /fcf-yield <GO> |
| Operating Margin | — | 17.52% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 3.20% | 14.51% | -11.31 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 15.20% | 18.36% | -3.16 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | CSTM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.8 | 33.5 | +1.25 | CSTM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.9x | 26.0x | -16.06 | CSTM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.23B | $297.59B | -$294.36B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CSTM REV | CAT REV | CSTM GROSS % | CAT GROSS % | CSTM FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.45B | $67.59B | — | 99.9% | $159.0M | $8.92B |
| FY 2024 | $7.33B | $64.81B | — | 100.0% | -$112.0M | $10.05B |
| FY 2023 | $7.83B | $67.06B | — | 99.8% | $432.0M | $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
CSTM // BETA —
CAT // BETA 1.02