COMP <GO>
LHX vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
L3Harris Technologies Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: LHX 5
— CAT 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $277.61 (-0.29%) • MKT CAP: $51.85B
roic
5.70%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LHX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LHX | 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) ACTIVE | 5.70% | 21.15% | -15.45 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.8x | 20.9x | +3.94 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 5.17% | 3.74% | +1.43 | LHX | /fcf-yield <GO> |
| Operating Margin | 14.50% | 17.52% | -3.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | 11.10% | 14.51% | -3.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -31.90% | 18.36% | -50.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.74% | 1.05% | +0.69 | LHX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.15 | 4.34 | -2.19 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | LHX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 8.46% | -1.66 | LHX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 76.2 | 23.6 | +52.64 | LHX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.02 | -0.06 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.0x | 26.0x | +4.04 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $51.85B | $286.26B | -$234.41B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LHX REV | CAT REV | LHX GROSS % | CAT GROSS % | LHX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $67.59B | — | 99.9% | $2.68B | $8.92B |
| FY 2024 | $21.32B | $64.81B | 25.9% | 100.0% | $2.15B | $10.05B |
| FY 2023 | $19.42B | $67.06B | 44.0% | 99.8% | $1.22B | $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
LHX // BETA 0.96
CAT // BETA 1.02