COMP <GO>
HAYW vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Hayward Holdings Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: HAYW 7
— CAT 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: HAYW
LAST: $16.12 (+3.53%) • MKT CAP: $3.24B
options-implied-move
6.70%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HAYW VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HAYW | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.00% | 82.20% | -34.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.60% | 21.15% | -11.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.9x | 20.9x | -6.96 | HAYW | /valuation <GO> |
| Free Cash Flow Yield | 7.01% | 3.74% | +3.27 | HAYW | /fcf-yield <GO> |
| Operating Margin | 20.80% | 17.52% | +3.28 | HAYW | /operating-margins <GO> |
| Net Profit Margin | 13.50% | 14.51% | -1.01 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 6.70% | 18.36% | -11.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.47 | 4.34 | -1.87 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | HAYW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.70% | 8.46% | -1.76 | HAYW | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 84.5 | 23.6 | +60.86 | HAYW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.02 | -0.07 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.9x | 26.0x | -6.06 | HAYW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.24B | $286.26B | -$283.02B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HAYW REV | CAT REV | HAYW GROSS % | CAT GROSS % | HAYW FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.12B | $67.59B | 48.0% | 99.9% | $227.3M | $8.92B |
| FY 2024 | $1.05B | $64.81B | 46.3% | 100.0% | $189.7M | $10.05B |
| FY 2023 | $992.5M | $67.06B | 44.0% | 99.8% | $139.9M | $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
HAYW // BETA 0.95
CAT // BETA 1.02