COMP <GO>
CSW vs CAT // NET PROFIT MARGIN
CSW Industrials Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: CSW 4
— CAT 10
▲ NET PROFIT MARGIN LEADER: CAT
LAST: $291.42 (-0.36%) • MKT CAP: $4.75B
net-margins
10.40%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
net-margins
14.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CSW VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CSW | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.90% | 82.20% | -40.30 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.30% | 21.15% | -13.85 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.1x | 20.9x | +5.24 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.13% | 3.74% | -1.61 | CAT | /fcf-yield <GO> |
| Operating Margin | 15.60% | 17.52% | -1.92 | CAT | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 10.40% | 14.51% | -4.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 23.30% | 18.36% | +4.94 | CSW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.38% | 1.05% | -0.67 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.73 | 4.34 | -0.61 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | CSW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.5 | 33.5 | +14.00 | CSW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 1.02 | +0.07 | CSW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.6x | 26.0x | +9.64 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.75B | $297.59B | -$292.84B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CSW REV | CAT REV | CSW GROSS % | CAT GROSS % | CSW FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.08B | $67.59B | 41.9% | 99.9% | $100.9M | $8.92B |
| FY 2024 | $878.3M | $64.81B | 44.8% | 100.0% | $128.8M | $10.05B |
| FY 2023 | $792.8M | $67.06B | — | 99.8% | $128.7M | $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
CSW // BETA 1.09
CAT // BETA 1.02