COMP <GO>
JBTM vs CAT // 10Y YIELD & FRED MACRO BETA
JBT Marel Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: JBTM 4
— CAT 11
▲ 10Y YIELD & FRED MACRO BETA LEADER: CAT
LAST: $109.17 (-1.15%) • MKT CAP: $5.73B
macro-sensitivity
0.99
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JBTM VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JBTM | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 35.10% | 82.20% | -47.10 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.60% | 21.15% | -18.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 20.9x | +0.14 | CAT | /valuation <GO> |
| Free Cash Flow Yield | -3.99% | 3.74% | -7.73 | CAT | /fcf-yield <GO> |
| Operating Margin | 5.00% | 17.52% | -12.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | -1.30% | 14.51% | -15.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 121.30% | 18.36% | +102.94 | JBTM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.36% | 1.05% | -0.69 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.66 | 4.34 | -2.68 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 5/9 | -2.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 8.46% | -1.56 | JBTM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.0 | 23.6 | +27.40 | JBTM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.99 | 1.02 | -0.03 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 26.0x | -7.96 | JBTM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.73B | $286.26B | -$280.53B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JBTM REV | CAT REV | JBTM GROSS % | CAT GROSS % | JBTM FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.80B | $67.59B | 35.1% | 99.9% | -$227.5M | $8.92B |
| FY 2024 | $1.72B | $64.81B | 36.5% | 100.0% | $18.4M | $10.05B |
| FY 2023 | $1.66B | $67.06B | 44.0% | 99.8% | $577.6M | $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
JBTM // BETA 0.99
CAT // BETA 1.02