COMP <GO>
NOVT vs CAT // EV/EBITDA & P/E VALUATION
Novanta Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: NOVT 4
— CAT 11
▲ EV/EBITDA & P/E VALUATION LEADER: CAT
LAST: $145.76 (-3.59%) • MKT CAP: $5.72B
valuation
51.7x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NOVT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NOVT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.40% | 82.20% | -37.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.50% | 21.15% | -14.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 51.7x | 20.9x | +30.84 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 0.85% | 3.74% | -2.89 | CAT | /fcf-yield <GO> |
| Operating Margin | 9.60% | 17.52% | -7.92 | CAT | /operating-margins <GO> |
| Net Profit Margin | 5.50% | 14.51% | -9.01 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 18.36% | -15.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.30 | 4.34 | +3.96 | NOVT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | NOVT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 8.46% | -1.56 | NOVT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.1 | 23.6 | +29.55 | NOVT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.02 | -0.01 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 98.8x | 26.0x | +72.84 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.72B | $286.26B | -$280.55B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NOVT REV | CAT REV | NOVT GROSS % | CAT GROSS % | NOVT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $980.6M | $67.59B | 44.4% | 99.9% | $48.4M | $8.92B |
| FY 2024 | $949.2M | $64.81B | 44.4% | 100.0% | $141.3M | $10.05B |
| FY 2023 | $881.7M | $67.06B | 44.0% | 99.8% | $80.4M | $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
NOVT // BETA 1.01
CAT // BETA 1.02