COMP <GO>
HII vs CAT // 10Y YIELD & FRED MACRO BETA
Huntington Ingalls Industries Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: HII 7
— CAT 7
■ METRIC PARITY
LAST: $316.88 (+0.21%) • MKT CAP: $12.46B
macro-sensitivity
1.02
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HII VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HII | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.30% | 21.15% | -12.85 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 20.9x | -7.26 | HII | /valuation <GO> |
| Free Cash Flow Yield | 6.37% | 3.74% | +2.63 | HII | /fcf-yield <GO> |
| Operating Margin | 5.30% | 17.52% | -12.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | 4.80% | 14.51% | -9.71 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 8.20% | 18.36% | -10.16 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.71% | 1.05% | +0.66 | HII | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.76 | 4.34 | -1.58 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | HII | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 8.46% | -1.46 | HII | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 75.9 | 23.6 | +52.35 | HII | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.02 | 1.02 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.2x | 26.0x | -6.76 | HII | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.46B | $286.26B | -$273.80B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HII REV | CAT REV | HII GROSS % | CAT GROSS % | HII FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.48B | $67.59B | 44.0% | 99.9% | $794.0M | $8.92B |
| FY 2024 | $11.54B | $64.81B | 44.0% | 100.0% | $26.0M | $10.05B |
| FY 2023 | $11.45B | $67.06B | 44.0% | 99.8% | $454.6M | $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
HII // BETA 1.02
CAT // BETA 1.02