COMP <GO>
ENR vs CAT // EV/EBITDA & P/E VALUATION
Energizer Holdings Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ENR 6
— CAT 4
■ METRIC PARITY
LAST: $23.15 (+3.58%) • MKT CAP: $1.59B
valuation
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ENR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ENR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.70% | 82.20% | -40.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 21.15% | +63.85 | ENR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.99% | 3.74% | +0.25 | ENR | /fcf-yield <GO> |
| Operating Margin | — | 17.52% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 8.10% | 14.51% | -6.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 2.30% | 18.36% | -16.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.49% | 1.05% | +4.44 | ENR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | ENR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.6 | 33.5 | +26.08 | ENR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.1x | 26.0x | -19.86 | ENR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.59B | $297.59B | -$296.00B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ENR REV | CAT REV | ENR GROSS % | CAT GROSS % | ENR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.95B | $67.59B | 41.7% | 99.9% | $63.2M | $8.92B |
| FY 2024 | $2.89B | $64.81B | 38.3% | 100.0% | $331.7M | $10.05B |
| FY 2023 | $2.96B | $67.06B | — | 99.8% | $395.2M | $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
ENR // BETA —
CAT // BETA 1.02