COMP <GO>
FLS vs CAT // REVENUE GROWTH (YOY)
Flowserve Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: FLS 6
— CAT 9
▲ REVENUE GROWTH (YOY) LEADER: CAT
LAST: $79.01 (-1.67%) • MKT CAP: $10.19B
revenue-growth
3.80%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
revenue-growth
18.36%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FLS VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FLS | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.40% | 82.20% | -48.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.70% | 21.15% | -10.45 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.9x | 20.9x | -1.96 | FLS | /valuation <GO> |
| Free Cash Flow Yield | 2.88% | 3.74% | -0.86 | CAT | /fcf-yield <GO> |
| Operating Margin | 8.50% | 17.52% | -9.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | 7.30% | 14.51% | -7.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 3.80% | 18.36% | -14.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.08% | 1.05% | +0.03 | FLS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.66 | 4.34 | +0.32 | FLS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | FLS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 8.46% | -1.86 | FLS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.2 | 23.6 | +40.59 | FLS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.02 | -0.11 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.3x | 26.0x | +1.34 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.19B | $286.26B | -$276.07B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FLS REV | CAT REV | FLS GROSS % | CAT GROSS % | FLS FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.73B | $67.59B | 33.4% | 99.9% | $293.1M | $8.92B |
| FY 2024 | $4.56B | $64.81B | 31.5% | 100.0% | $220.2M | $10.05B |
| FY 2023 | $4.32B | $67.06B | 44.0% | 99.8% | $131.3M | $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
FLS // BETA 0.91
CAT // BETA 1.02