COMP <GO>
FERG vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Ferguson Enterprises Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: FERG 7
— CAT 7
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: FERG
LAST: $238.68 (-0.74%) • MKT CAP: $46.52B
options-implied-move
6.90%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FERG VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FERG | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 30.70% | 82.20% | -51.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.20% | 21.15% | +1.05 | FERG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.2x | 20.9x | -7.66 | FERG | /valuation <GO> |
| Free Cash Flow Yield | 1.13% | 3.74% | -2.61 | CAT | /fcf-yield <GO> |
| Operating Margin | 8.50% | 17.52% | -9.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 14.51% | -8.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 3.80% | 18.36% | -14.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.05% | 1.05% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.66 | 4.34 | +1.32 | FERG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | FERG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.90% | 8.46% | -1.56 | FERG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.7 | 23.6 | +43.14 | FERG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.02 | -0.02 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.3x | 26.0x | -2.66 | FERG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $46.52B | $286.26B | -$239.75B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FERG REV | CAT REV | FERG GROSS % | CAT GROSS % | FERG FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $30.76B | $67.59B | 30.7% | 99.9% | $523.7M | $8.92B |
| FY 2024 | $29.64B | $64.81B | 30.5% | 100.0% | $539.4M | $10.05B |
| FY 2023 | $29.73B | $67.06B | 44.0% | 99.8% | $1.38B | $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
FERG // BETA 1.00
CAT // BETA 1.02