COMP <GO>
HONA vs CAT // 10Y YIELD & FRED MACRO BETA
Honeywell Aerospace Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: HONA 4
— CAT 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: CAT
LAST: $160.04 (-9.60%) • MKT CAP: $50.74B
macro-sensitivity
0.92
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HONA VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HONA | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.10% | 21.15% | -2.05 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.0x | 20.9x | -0.86 | HONA | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 3.74% | -1.53 | CAT | /fcf-yield <GO> |
| Operating Margin | 13.90% | 17.52% | -3.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 14.51% | -3.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 18.36% | -4.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.61 | 4.34 | +0.27 | HONA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | HONA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 33.5 | +14.90 | HONA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.92 | 1.02 | -0.10 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 26.0x | +1.64 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $50.74B | $297.59B | -$246.85B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HONA REV | CAT REV | HONA GROSS % | CAT GROSS % | HONA FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $67.59B | — | 99.9% | $0 | $8.92B |
| FY 2024 | — | $64.81B | — | 100.0% | — | $10.05B |
| FY 2023 | — | $67.06B | — | 99.8% | — | $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
HONA // BETA 0.92
CAT // BETA 1.02