COMP <GO>
ONTO vs CAT // 10Y YIELD & FRED MACRO BETA
Onto Innovation Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ONTO 5
— CAT 10
▲ 10Y YIELD & FRED MACRO BETA LEADER: ONTO
LAST: $201.57 (-9.16%) • MKT CAP: $10.89B
macro-sensitivity
1.10
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ONTO VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ONTO | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 49.70% | 82.20% | -32.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.60% | 21.15% | -15.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 67.8x | 20.9x | +46.94 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.75% | 3.74% | -0.99 | CAT | /fcf-yield <GO> |
| Operating Margin | 13.20% | 17.52% | -4.32 | CAT | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 14.51% | -14.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 1.80% | 18.36% | -16.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 4.34 | +21.66 | ONTO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | ONTO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 8.46% | -1.26 | ONTO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.3 | 23.6 | +9.67 | ONTO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.10 | 1.02 | +0.08 | ONTO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 26.0x | +114.04 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.89B | $286.26B | -$275.37B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ONTO REV | CAT REV | ONTO GROSS % | CAT GROSS % | ONTO FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.01B | $67.59B | 49.7% | 99.9% | $299.8M | $8.92B |
| FY 2024 | $987.3M | $64.81B | 52.2% | 100.0% | $213.8M | $10.05B |
| FY 2023 | $815.9M | $67.06B | 44.0% | 99.8% | $135.3M | $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
ONTO // BETA 1.10
CAT // BETA 1.02