COMP <GO>
NSC vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
Norfolk Southern Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: NSC 8
— CAT 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $342.64 (+0.13%) • MKT CAP: $76.86B
roic
13.00%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NSC VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NSC | 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 | 13.00% | 21.15% | -8.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.1x | 20.9x | -6.76 | NSC | /valuation <GO> |
| Free Cash Flow Yield | 2.81% | 3.74% | -0.93 | CAT | /fcf-yield <GO> |
| Operating Margin | 35.80% | 17.52% | +18.28 | NSC | /operating-margins <GO> |
| Net Profit Margin | 23.60% | 14.51% | +9.09 | NSC | /net-margins <GO> |
| Revenue Growth (YoY) | 0.50% | 18.36% | -17.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.58% | 1.05% | +0.53 | NSC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.53 | 4.34 | -1.81 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | NSC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 8.46% | -1.66 | NSC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.1 | 23.6 | +43.51 | NSC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.02 | -0.06 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.9x | 26.0x | -1.06 | NSC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $76.86B | $286.26B | -$209.40B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NSC REV | CAT REV | NSC GROSS % | CAT GROSS % | NSC FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.18B | $67.59B | 44.0% | 99.9% | $2.16B | $8.92B |
| FY 2024 | $12.12B | $64.81B | 44.0% | 100.0% | $1.67B | $10.05B |
| FY 2023 | $12.16B | $67.06B | 44.0% | 99.8% | $2.63B | $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
NSC // BETA 0.96
CAT // BETA 1.02