COMP <GO>
IEX vs CAT // ENTERPRISE SCALE & MARKET CAP
IDEX Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: IEX 6
— CAT 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: CAT
LAST: $233.84 (-2.29%) • MKT CAP: $17.58B
market-cap
$17.58B
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
market-cap
$286.26B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IEX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IEX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 82.20% | -37.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.50% | 21.15% | -10.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.0x | 20.9x | +4.14 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.51% | 3.74% | -0.23 | CAT | /fcf-yield <GO> |
| Operating Margin | 20.20% | 17.52% | +2.68 | IEX | /operating-margins <GO> |
| Net Profit Margin | 14.00% | 14.51% | -0.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 5.80% | 18.36% | -12.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.21% | 1.05% | +0.16 | IEX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.56 | 4.34 | +1.22 | IEX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | IEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 8.46% | -1.86 | IEX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.4 | 23.6 | +27.81 | IEX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.02 | -0.10 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.9x | 26.0x | +7.94 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $17.58B | $286.26B | -$268.68B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IEX REV | CAT REV | IEX GROSS % | CAT GROSS % | IEX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.46B | $67.59B | 44.5% | 99.9% | $616.8M | $8.92B |
| FY 2024 | $3.27B | $64.81B | 44.2% | 100.0% | $603.0M | $10.05B |
| FY 2023 | $3.27B | $67.06B | 44.0% | 99.8% | $569.4M | $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
IEX // BETA 0.92
CAT // BETA 1.02