COMP <GO>
JOBY vs CAT // PIOTROSKI F-SCORE QUALITY
Joby Aviation Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: JOBY 5
— CAT 8
■ METRIC PARITY
LAST: $4.90 (-3.54%) • MKT CAP: $5.05B
piotroski-score
5/9
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JOBY VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JOBY | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 21.15% | -56.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.17% | 3.74% | -14.91 | CAT | /fcf-yield <GO> |
| Operating Margin | -60.00% | 17.52% | -77.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 14.51% | -74.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 180.00% | 18.36% | +161.64 | JOBY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.32 | 4.34 | +0.98 | JOBY | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 8.46% | -1.96 | JOBY | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.5 | 23.6 | +13.90 | JOBY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.02 | -0.14 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 26.0x | -7.96 | JOBY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.05B | $286.26B | -$281.21B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JOBY REV | CAT REV | JOBY GROSS % | CAT GROSS % | JOBY FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $53.4M | $67.59B | 44.0% | 99.9% | -$563.8M | $8.92B |
| FY 2024 | $136.0K | $64.81B | 44.0% | 100.0% | -$476.9M | $10.05B |
| FY 2023 | $1.0M | $67.06B | 44.0% | 99.8% | -$313.9M | $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
JOBY // BETA 0.88
CAT // BETA 1.02