COMP <GO>
ENS vs CAT // EV/EBITDA & P/E VALUATION
EnerSys (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ENS 9
— CAT 6
▲ EV/EBITDA & P/E VALUATION LEADER: ENS
LAST: $159.95 (-6.66%) • MKT CAP: $6.18B
valuation
13.9x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ENS VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ENS | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 63.40% | 82.20% | -18.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.00% | 21.15% | -8.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 13.9x | 20.9x | -6.96 | ENS | /valuation <GO> |
| Free Cash Flow Yield | 7.56% | 3.74% | +3.82 | ENS | /fcf-yield <GO> |
| Operating Margin | 24.60% | 17.52% | +7.08 | ENS | /operating-margins <GO> |
| Net Profit Margin | 17.00% | 14.51% | +2.49 | ENS | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 18.36% | -21.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.62% | 1.05% | -0.43 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.83 | 4.34 | -0.51 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | ENS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 8.46% | -1.36 | ENS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.3 | 23.6 | +10.71 | ENS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.02 | +0.04 | ENS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.5x | 26.0x | -6.46 | ENS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.18B | $286.26B | -$280.08B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ENS REV | CAT REV | ENS GROSS % | CAT GROSS % | ENS FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $67.59B | — | 99.9% | $467.5M | $8.92B |
| FY 2024 | $0 | $64.81B | — | 100.0% | $139.3M | $10.05B |
| FY 2023 | $0 | $67.06B | — | 99.8% | $457.0M | $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
ENS // BETA 1.06
CAT // BETA 1.02