COMP <GO>
IR vs CAT // OPERATING MARGIN
Ingersoll Rand Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: IR 3
— CAT 12
▲ OPERATING MARGIN LEADER: CAT
LAST: $80.05 (+0.05%) • MKT CAP: $31.04B
operating-margins
15.00%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
operating-margins
17.52%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.60% | 82.20% | -38.60 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.40% | 21.15% | -13.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.1x | 20.9x | +2.24 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.26% | 3.74% | -0.48 | CAT | /fcf-yield <GO> |
| Operating Margin ACTIVE | 15.00% | 17.52% | -2.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 14.51% | -6.91 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 5.70% | 18.36% | -12.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.10% | 1.05% | -0.95 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.29 | 4.34 | -1.05 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | IR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 8.46% | -1.56 | IR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.3 | 23.6 | +36.71 | IR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.02 | -0.03 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 49.7x | 26.0x | +23.74 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.04B | $286.26B | -$255.22B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IR REV | CAT REV | IR GROSS % | CAT GROSS % | IR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.65B | $67.59B | 43.6% | 99.9% | $1.01B | $8.92B |
| FY 2024 | $7.24B | $64.81B | 43.8% | 100.0% | $1.07B | $10.05B |
| FY 2023 | $6.88B | $67.06B | 44.0% | 99.8% | $1.07B | $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
IR // BETA 0.99
CAT // BETA 1.02