COMP <GO>
J vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Jacobs Solutions Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: J 3
— CAT 10
■ METRIC PARITY
LAST: $152.76 (+1.23%) • MKT CAP: $17.88B
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (J VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | J | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 24.80% | 82.20% | -57.40 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.60% | 21.15% | -5.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.2x | 20.9x | -0.66 | J | /valuation <GO> |
| Free Cash Flow Yield | 3.40% | 3.74% | -0.34 | CAT | /fcf-yield <GO> |
| Operating Margin | 7.20% | 17.52% | -10.32 | CAT | /operating-margins <GO> |
| Net Profit Margin | 2.40% | 14.51% | -12.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -1.10% | 18.36% | -19.46 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 1.05% | -0.19 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.49 | 4.34 | -0.85 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | J | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.9 | 33.5 | +33.40 | J | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.02 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 57.5x | 26.0x | +31.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $17.88B | $297.59B | -$279.71B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | J REV | CAT REV | J GROSS % | CAT GROSS % | J FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.03B | $67.59B | 24.8% | 99.9% | $607.5M | $8.92B |
| FY 2024 | $11.50B | $64.81B | 24.6% | 100.0% | $933.6M | $10.05B |
| FY 2023 | $0 | $67.06B | — | 99.8% | $974.8M | $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
J // BETA 1.02
CAT // BETA 1.02