COMP <GO>
HWM vs CAT // FREE CASH FLOW YIELD
Howmet Aerospace Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: HWM 8
— CAT 7
▲ FREE CASH FLOW YIELD LEADER: CAT
LAST: $199.22 (-3.26%) • MKT CAP: $82.13B
fcf-yield
1.74%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
fcf-yield
3.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HWM VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HWM | 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) | 21.60% | 21.15% | +0.45 | HWM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.7x | 20.9x | +13.84 | CAT | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 1.74% | 3.74% | -2.00 | CAT | /fcf-yield <GO> |
| Operating Margin | 24.80% | 17.52% | +7.28 | HWM | /operating-margins <GO> |
| Net Profit Margin | 18.30% | 14.51% | +3.79 | HWM | /net-margins <GO> |
| Revenue Growth (YoY) | 11.10% | 18.36% | -7.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 10.53 | 4.34 | +6.19 | HWM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | HWM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 8.46% | -1.26 | HWM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.7 | 23.6 | +15.10 | HWM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.02 | +0.08 | HWM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 50.7x | 26.0x | +24.74 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $82.13B | $286.26B | -$204.13B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HWM REV | CAT REV | HWM GROSS % | CAT GROSS % | HWM FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.25B | $67.59B | 44.0% | 99.9% | $1.43B | $8.92B |
| FY 2024 | $7.43B | $64.81B | 44.0% | 100.0% | $977.0M | $10.05B |
| FY 2023 | $6.64B | $67.06B | 44.0% | 99.8% | $602.2M | $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
HWM // BETA 1.10
CAT // BETA 1.02