COMP <GO>
GEF vs CAT // OPERATING MARGIN
Greif Inc. (Class A) (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: GEF 5
— CAT 6
▲ OPERATING MARGIN LEADER: CAT
LAST: $81.99 (-0.24%) • MKT CAP: $3.79B
operating-margins
4.30%
LAST: $622.75 (-3.81%) • MKT CAP: $297.59B
operating-margins
17.52%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GEF VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GEF | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 22.20% | 82.20% | -60.00 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.90% | 21.15% | -17.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.1x | 20.9x | +4.24 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 1.54% | 3.74% | -2.20 | CAT | /fcf-yield <GO> |
| Operating Margin ACTIVE | 4.30% | 17.52% | -13.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | 21.40% | 14.51% | +6.89 | GEF | /net-margins <GO> |
| Revenue Growth (YoY) | — | 18.36% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.66% | 1.05% | +1.61 | GEF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | GEF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.0 | 33.5 | +17.50 | GEF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 4.2x | 19.7x | -15.52 | GEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.79B | $297.59B | -$293.79B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GEF REV | CAT REV | GEF GROSS % | CAT GROSS % | GEF FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.93B | $67.59B | 22.2% | 99.9% | $58.6M | $8.92B |
| FY 2024 | $4.35B | $64.81B | 20.6% | 100.0% | $356.0M | $10.05B |
| FY 2023 | $0 | $67.06B | — | 99.8% | $649.5M | $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
GEF // BETA —
CAT // BETA 1.02