COMP <GO>
FIX vs CAT // NET PROFIT MARGIN
Comfort Systems USA Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: FIX 6
— CAT 9
▲ NET PROFIT MARGIN LEADER: FIX
LAST: $1,232.66 (-7.06%) • MKT CAP: $46.40B
net-margins
55.80%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
net-margins
14.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FIX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FIX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 22.00% | 82.20% | -60.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.50% | 21.15% | -16.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 20.9x | +74.14 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.22% | 3.74% | -1.52 | CAT | /fcf-yield <GO> |
| Operating Margin | 11.40% | 17.52% | -6.12 | CAT | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 55.80% | 14.51% | +41.29 | FIX | /net-margins <GO> |
| Revenue Growth (YoY) | -65.00% | 18.36% | -83.36 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.15% | 1.05% | -0.90 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.06 | 4.34 | +3.72 | FIX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | FIX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 8.46% | -1.16 | FIX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.5 | 23.6 | +9.88 | FIX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.02 | +0.11 | FIX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 42.2x | 26.0x | +16.24 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $46.40B | $286.26B | -$239.86B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FIX REV | CAT REV | FIX GROSS % | CAT GROSS % | FIX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.83B | $67.59B | 22.0% | 99.9% | $1.03B | $8.92B |
| FY 2024 | $7.03B | $64.81B | 21.0% | 100.0% | $738.0M | $10.05B |
| FY 2023 | $5.21B | $67.06B | 44.0% | 99.8% | $405.3M | $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
FIX // BETA 1.13
CAT // BETA 1.02