COMP <GO>
JHX vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
James Hardie Industries plc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: JHX 3
— CAT 11
■ METRIC PARITY
LAST: $26.94 (+3.38%) • MKT CAP: $15.64B
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JHX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JHX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 35.80% | 82.20% | -46.40 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 21.15% | -13.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.1x | 20.9x | +0.24 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 1.32% | 3.74% | -2.42 | CAT | /fcf-yield <GO> |
| Operating Margin | 9.30% | 17.52% | -8.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | 2.20% | 14.51% | -12.31 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 24.70% | 18.36% | +6.34 | JHX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.73 | 4.34 | -0.61 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | JHX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 33.5 | +22.80 | JHX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.02 | -0.06 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 126.3x | 26.0x | +100.34 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.64B | $297.59B | -$281.95B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JHX REV | CAT REV | JHX GROSS % | CAT GROSS % | JHX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.84B | $67.59B | 35.8% | 99.9% | $205.9M | $8.92B |
| FY 2024 | $3.88B | $64.81B | 38.8% | 100.0% | $380.6M | $10.05B |
| FY 2023 | $3.94B | $67.06B | — | 99.8% | $737.1M | $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
JHX // BETA 0.96
CAT // BETA 1.02