COMP <GO>
FWRD vs CAT // DIVIDEND YIELD & FCF PAYOUT SAFETY
Forward Air Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: FWRD 1
— CAT 9
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: CAT
LAST: $17.87 (+1.88%) • MKT CAP: $603.7M
dividend-safety
0.00%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
dividend-safety
1.05%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FWRD VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FWRD | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.70% | 21.15% | -19.45 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.7x | 20.9x | +14.84 | CAT | /valuation <GO> |
| Free Cash Flow Yield | — | 3.74% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 1.50% | 17.52% | -16.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | -4.20% | 14.51% | -18.71 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 0.80% | 18.36% | -17.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.91 | 4.34 | -3.43 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 5/9 | -3.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.7 | 33.5 | +32.20 | FWRD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 19.7x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $603.7M | $297.59B | -$296.99B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FWRD REV | CAT REV | FWRD GROSS % | CAT GROSS % | FWRD FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.50B | $67.59B | — | 99.9% | — | $8.92B |
| FY 2024 | $2.47B | $64.81B | — | 100.0% | — | $10.05B |
| FY 2023 | $1.37B | $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
FWRD // BETA —
CAT // BETA 1.02