COMP <GO>
IESC vs CAT // 10Y YIELD & FRED MACRO BETA
IES Holdings Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: IESC 6
— CAT 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: CAT
LAST: $205.96 (-7.97%) • MKT CAP: $9.11B
macro-sensitivity
0.94
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IESC VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IESC | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.50% | 82.20% | -56.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 34.70% | 21.15% | +13.55 | IESC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.6x | 20.9x | -3.26 | IESC | /valuation <GO> |
| Free Cash Flow Yield | 1.47% | 3.74% | -2.27 | CAT | /fcf-yield <GO> |
| Operating Margin | 11.40% | 17.52% | -6.12 | CAT | /operating-margins <GO> |
| Net Profit Margin | 9.10% | 14.51% | -5.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 16.90% | 18.36% | -1.46 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 11.79 | 4.34 | +7.45 | IESC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | IESC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 8.46% | -1.76 | IESC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 22.8 | 23.6 | -0.79 | CAT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.94 | 1.02 | -0.08 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 26.0x | -0.96 | IESC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.11B | $286.26B | -$277.15B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IESC REV | CAT REV | IESC GROSS % | CAT GROSS % | IESC FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.37B | $67.59B | 25.5% | 99.9% | $134.4M | $8.92B |
| FY 2024 | $2.88B | $64.81B | 24.2% | 100.0% | $104.6M | $10.05B |
| FY 2023 | $2.38B | $67.06B | 44.0% | 99.8% | $46.9M | $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
IESC // BETA 0.94
CAT // BETA 1.02