COMP <GO>

JCI vs CAT // DIVIDEND YIELD & FCF PAYOUT SAFETY

Johnson Controls International plc Ordinary Share (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: JCI 3 — CAT 12

▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: CAT

LAST: $149.03 (-5.84%) • MKT CAP: $95.87B

dividend-safety

1.02%

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

dividend-safety

1.05%

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 ACTIVE	1.02%	1.05%	-0.03	CAT	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	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