COMP <GO>
OXM vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
Oxford Industries Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: OXM 3
— CAT 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $28.63 (+5.22%) • MKT CAP: $428.8M
roic
-4.00%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OXM VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OXM | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 60.70% | 82.20% | -21.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -4.00% | 21.15% | -25.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.64% | 3.74% | -1.10 | CAT | /fcf-yield <GO> |
| Operating Margin | -2.10% | 17.52% | -19.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | -1.90% | 14.51% | -16.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -2.60% | 18.36% | -20.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 9.82% | 1.05% | +8.77 | OXM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | OXM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.5 | 33.5 | +19.97 | OXM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $428.8M | $297.59B | -$297.16B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OXM REV | CAT REV | OXM GROSS % | CAT GROSS % | OXM FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.48B | $67.59B | 60.7% | 99.9% | $11.3M | $8.92B |
| FY 2024 | $1.52B | $64.81B | 62.9% | 100.0% | $59.8M | $10.05B |
| FY 2023 | $1.57B | $67.06B | — | 99.8% | $244.3M | $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
OXM // BETA —
CAT // BETA 1.02