COMP <GO>
GRMN vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Garmin Ltd. Common Stock (Switzerland) (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: GRMN 7
— CAT 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: GRMN
LAST: $272.67 (-2.60%) • MKT CAP: $53.94B
options-implied-move
6.60%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GRMN VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GRMN | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 58.70% | 82.20% | -23.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.60% | 21.15% | -4.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.6x | 20.9x | +4.74 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.53% | 3.74% | -1.21 | CAT | /fcf-yield <GO> |
| Operating Margin | 25.90% | 17.52% | +8.38 | GRMN | /operating-margins <GO> |
| Net Profit Margin | 23.00% | 14.51% | +8.49 | GRMN | /net-margins <GO> |
| Revenue Growth (YoY) | 15.10% | 18.36% | -3.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.23% | 1.05% | +0.18 | GRMN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.74 | 4.34 | +4.40 | GRMN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | GRMN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.60% | 8.46% | -1.86 | GRMN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.2 | 23.6 | +17.65 | GRMN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.02 | -0.10 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.2x | 26.0x | +1.24 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $53.94B | $286.26B | -$232.32B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GRMN REV | CAT REV | GRMN GROSS % | CAT GROSS % | GRMN FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.25B | $67.59B | 58.7% | 99.9% | $1.36B | $8.92B |
| FY 2024 | $6.30B | $64.81B | 58.7% | 100.0% | $1.24B | $10.05B |
| FY 2023 | $5.23B | $67.06B | 44.0% | 99.8% | $1.14B | $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
GRMN // BETA 0.92
CAT // BETA 1.02