COMP <GO>
GBX vs CAT // EV/EBITDA & P/E VALUATION
Greenbrier Companies Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: GBX 5
— CAT 5
■ METRIC PARITY
LAST: $38.53 (+2.80%) • MKT CAP: $1.19B
valuation
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GBX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GBX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.70% | 82.20% | -63.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.10% | 21.15% | +2.95 | GBX | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.25% | 3.74% | +18.51 | GBX | /fcf-yield <GO> |
| Operating Margin | 11.10% | 17.52% | -6.42 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.30% | 14.51% | -8.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -8.60% | 18.36% | -26.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.32% | 1.05% | +2.27 | GBX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 33.5 | +12.68 | GBX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.5x | 26.0x | -20.46 | GBX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.19B | $297.59B | -$296.39B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GBX REV | CAT REV | GBX GROSS % | CAT GROSS % | GBX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.24B | $67.59B | 18.7% | 99.9% | $265.7M | $8.92B |
| FY 2024 | $3.54B | $64.81B | 15.8% | 100.0% | $329.6M | $10.05B |
| FY 2023 | $3.94B | $67.06B | — | 99.8% | $71.2M | $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
GBX // BETA —
CAT // BETA 1.02