COMP <GO>
LII vs CAT // EV/EBITDA & P/E VALUATION
Lennox International Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: LII 10
— CAT 4
▲ EV/EBITDA & P/E VALUATION LEADER: LII
LAST: $344.08 (-1.16%) • MKT CAP: $11.91B
valuation
11.5x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LII VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LII | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.40% | 82.20% | -48.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 34.90% | 21.15% | +13.75 | LII | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 11.5x | 20.9x | -9.36 | LII | /valuation <GO> |
| Free Cash Flow Yield | 5.36% | 3.74% | +1.62 | LII | /fcf-yield <GO> |
| Operating Margin | 20.00% | 17.52% | +2.48 | LII | /operating-margins <GO> |
| Net Profit Margin | 15.50% | 14.51% | +0.99 | LII | /net-margins <GO> |
| Revenue Growth (YoY) | -2.70% | 18.36% | -21.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.45% | 1.05% | +0.40 | LII | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.45 | 4.34 | +2.11 | LII | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 8.46% | -1.66 | LII | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.3 | 23.6 | +17.68 | LII | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.02 | -0.06 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.8x | 26.0x | -12.16 | LII | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.91B | $286.26B | -$274.35B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LII REV | CAT REV | LII GROSS % | CAT GROSS % | LII FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.20B | $67.59B | 33.4% | 99.9% | $638.8M | $8.92B |
| FY 2024 | $5.34B | $64.81B | 33.3% | 100.0% | $782.1M | $10.05B |
| FY 2023 | $4.98B | $67.06B | 44.0% | 99.8% | $512.0M | $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
LII // BETA 0.96
CAT // BETA 1.02