COMP <GO>

J vs CAT // RETURN ON INVESTED CAPITAL (ROIC)

Jacobs Solutions Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: J 4 — CAT 10

▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT

LAST: $154.62 (+1.22%) • MKT CAP: $17.88B

roic

15.60%

LAST: $622.75 (-3.81%) • MKT CAP: $286.26B

roic

21.15%

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) ACTIVE	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	7.00%	8.46%	-1.46	J	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	72.3	23.6	+48.70	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	$286.26B	-$268.38B	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