COMP <GO>
JCI vs CAT // ALTMAN Z-SCORE & DEBT/EQUITY
Johnson Controls International plc Ordinary Share (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: JCI 3
— CAT 12
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: CAT
LAST: $149.03 (-5.84%) • MKT CAP: $95.87B
balance-sheet
4.13
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
balance-sheet
4.34
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JCI VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JCI | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.40% | 82.20% | -45.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.60% | 21.15% | -5.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.9x | 20.9x | +0.04 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.81% | 3.74% | -0.93 | CAT | /fcf-yield <GO> |
| Operating Margin | 17.00% | 17.52% | -0.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 13.90% | 14.51% | -0.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 2.80% | 18.36% | -15.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.02% | 1.05% | -0.03 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.13 | 4.34 | -0.21 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | JCI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 8.46% | -1.66 | JCI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 23.6 | +24.76 | JCI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.02 | -0.04 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.1x | 26.0x | +1.14 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $95.87B | $286.26B | -$190.39B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JCI REV | CAT REV | JCI GROSS % | CAT GROSS % | JCI FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.60B | $67.59B | 36.4% | 99.9% | $2.62B | $8.92B |
| FY 2024 | $22.95B | $64.81B | 35.2% | 100.0% | $876.8M | $10.05B |
| FY 2023 | $22.33B | $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
JCI // BETA 0.98
CAT // BETA 1.02