COMP <GO>
NATL vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
NCR Atleos Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: NATL 4
— CAT 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $45.71 (+0.93%) • MKT CAP: $3.38B
roic
14.40%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NATL VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NATL | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.40% | 21.15% | -6.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 20.9x | -11.16 | NATL | /valuation <GO> |
| Free Cash Flow Yield | 7.08% | 3.74% | +3.34 | NATL | /fcf-yield <GO> |
| Operating Margin | 11.00% | 17.52% | -6.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 3.70% | 14.51% | -10.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 1.10% | 18.36% | -17.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.49 | 4.34 | -2.85 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.1 | 33.5 | +13.64 | NATL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.4x | 26.0x | -6.56 | NATL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.38B | $297.59B | -$294.21B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NATL REV | CAT REV | NATL GROSS % | CAT GROSS % | NATL FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.35B | $67.59B | — | 99.9% | $239.0M | $8.92B |
| FY 2024 | $4.30B | $64.81B | — | 100.0% | $257.0M | $10.05B |
| FY 2023 | $4.19B | $67.06B | — | 99.8% | $355.0M | $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
NATL // BETA —
CAT // BETA 1.02