COMP <GO>
KALU vs CAT // ALTMAN Z-SCORE & DEBT/EQUITY
Kaiser Aluminum Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: KALU 6
— CAT 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: CAT
LAST: $119.83 (-0.84%) • MKT CAP: $1.96B
balance-sheet
2.70
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
balance-sheet
4.34
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KALU VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KALU | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 13.10% | 82.20% | -69.10 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.90% | 21.15% | -13.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.0x | 20.9x | -4.86 | KALU | /valuation <GO> |
| Free Cash Flow Yield | 5.69% | 3.74% | +1.95 | KALU | /fcf-yield <GO> |
| Operating Margin | 5.60% | 17.52% | -11.92 | CAT | /operating-margins <GO> |
| Net Profit Margin | 3.40% | 14.51% | -11.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 11.50% | 18.36% | -6.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.62% | 1.05% | +1.57 | KALU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.70 | 4.34 | -1.64 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | KALU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.6 | 33.5 | +0.06 | KALU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.1x | 26.0x | -9.86 | KALU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.96B | $297.59B | -$295.63B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KALU REV | CAT REV | KALU GROSS % | CAT GROSS % | KALU FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.37B | $67.59B | 13.1% | 99.9% | $111.4M | $8.92B |
| FY 2024 | $3.02B | $64.81B | 11.8% | 100.0% | $167.1M | $10.05B |
| FY 2023 | $3.09B | $67.06B | — | 99.8% | $211.9M | $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
KALU // BETA —
CAT // BETA 1.02