COMP <GO>
NVT vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
nVent Electric plc Ordinary Shares (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: NVT 7
— CAT 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $125.98 (-8.81%) • MKT CAP: $22.36B
roic
10.90%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NVT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NVT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.70% | 82.20% | -44.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.90% | 21.15% | -10.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 33.2x | 20.9x | +12.34 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 1.66% | 3.74% | -2.08 | CAT | /fcf-yield <GO> |
| Operating Margin | 15.80% | 17.52% | -1.72 | CAT | /operating-margins <GO> |
| Net Profit Margin | 18.20% | 14.51% | +3.69 | NVT | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 18.36% | +11.14 | NVT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.58% | 1.05% | -0.47 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.62 | 4.34 | +1.28 | NVT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | NVT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 8.46% | -1.26 | NVT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.0 | 23.6 | +11.36 | NVT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.02 | +0.08 | NVT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.5x | 26.0x | +0.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.36B | $286.26B | -$263.90B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NVT REV | CAT REV | NVT GROSS % | CAT GROSS % | NVT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.89B | $67.59B | 37.7% | 99.9% | $371.9M | $8.92B |
| FY 2024 | $3.01B | $64.81B | 40.2% | 100.0% | $569.1M | $10.05B |
| FY 2023 | $2.67B | $67.06B | 44.0% | 99.8% | $408.0M | $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
NVT // BETA 1.10
CAT // BETA 1.02