COMP <GO>
LSTR vs CAT // PIOTROSKI F-SCORE QUALITY
Landstar System Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: LSTR 6
— CAT 9
▲ PIOTROSKI F-SCORE QUALITY LEADER: LSTR
LAST: $142.70 (+0.94%) • MKT CAP: $4.77B
piotroski-score
7/9
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LSTR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LSTR | 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) | 16.40% | 21.15% | -4.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.4x | 20.9x | +8.54 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 4.51% | 3.74% | +0.77 | LSTR | /fcf-yield <GO> |
| Operating Margin | 3.20% | 17.52% | -14.32 | CAT | /operating-margins <GO> |
| Net Profit Margin | 2.40% | 14.51% | -12.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -1.60% | 18.36% | -19.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.62% | 1.05% | +1.57 | LSTR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.67 | 4.34 | +5.33 | LSTR | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 7/9 | 5/9 | +2.00 | LSTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 8.46% | -1.96 | LSTR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 27.9 | 23.6 | +4.26 | LSTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.02 | -0.13 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.5x | 26.0x | +12.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.77B | $286.26B | -$281.50B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LSTR REV | CAT REV | LSTR GROSS % | CAT GROSS % | LSTR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.74B | $67.59B | 44.0% | 99.9% | $215.0M | $8.92B |
| FY 2024 | $4.82B | $64.81B | 44.0% | 100.0% | $255.6M | $10.05B |
| FY 2023 | $5.30B | $67.06B | 44.0% | 99.8% | $155.0M | $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
LSTR // BETA 0.89
CAT // BETA 1.02