COMP <GO>
ESAB vs CAT // 10Y YIELD & FRED MACRO BETA
ESAB Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ESAB 5
— CAT 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: CAT
LAST: $74.13 (+4.54%) • MKT CAP: $4.61B
macro-sensitivity
0.89
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ESAB VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ESAB | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.90% | 82.20% | -45.30 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.10% | 21.15% | -11.05 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.5x | 20.9x | -8.36 | ESAB | /valuation <GO> |
| Free Cash Flow Yield | 4.63% | 3.74% | +0.89 | ESAB | /fcf-yield <GO> |
| Operating Margin | 14.50% | 17.52% | -3.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | 8.00% | 14.51% | -6.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 18.36% | -14.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.48% | 1.05% | -0.57 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.35 | 4.34 | -1.99 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | ESAB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.3 | 33.5 | +26.80 | ESAB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.89 | 1.02 | -0.13 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.9x | 26.0x | -7.06 | ESAB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.61B | $297.59B | -$292.98B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ESAB REV | CAT REV | ESAB GROSS % | CAT GROSS % | ESAB FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.84B | $67.59B | 36.9% | 99.9% | $213.3M | $8.92B |
| FY 2024 | $2.74B | $64.81B | 37.9% | 100.0% | $303.6M | $10.05B |
| FY 2023 | $2.77B | $67.06B | — | 99.8% | $205.6M | $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
ESAB // BETA 0.89
CAT // BETA 1.02