COMP <GO>
ESOA vs CAT // 10Y YIELD & FRED MACRO BETA
Energy Services of America Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ESOA 1
— CAT 10
■ METRIC PARITY
LAST: $9.40 (-3.88%) • MKT CAP: $182.5M
macro-sensitivity
—
LAST: $622.75 (-3.81%) • MKT CAP: $297.59B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ESOA VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ESOA | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 9.40% | 82.20% | -72.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.90% | 21.15% | -17.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.5x | 20.9x | +0.64 | CAT | /valuation <GO> |
| Free Cash Flow Yield | -1.21% | 3.74% | -4.95 | CAT | /fcf-yield <GO> |
| Operating Margin | 1.00% | 17.52% | -16.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | — | 14.51% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 16.80% | 18.36% | -1.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.82% | 1.05% | -0.23 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.13 | 4.34 | -1.21 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.0 | 33.5 | +11.50 | ESOA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 19.7x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $182.5M | $297.59B | -$297.41B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ESOA REV | CAT REV | ESOA GROSS % | CAT GROSS % | ESOA FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $411.0M | $67.59B | 9.4% | 99.9% | -$2.2M | $8.92B |
| FY 2024 | $351.9M | $64.81B | 14.2% | 100.0% | $9.9M | $10.05B |
| FY 2023 | — | $67.06B | — | 99.8% | — | $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
ESOA // BETA —
CAT // BETA 1.02