COMP <GO>
PBI vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Pitney Bowes Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: PBI 4
— CAT 3
■ METRIC PARITY
LAST: $16.46 (-5.62%) • MKT CAP: $2.26B
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PBI VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PBI | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 21.15% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 14.05% | 3.74% | +10.31 | PBI | /fcf-yield <GO> |
| Operating Margin | — | 17.52% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 14.51% | -6.91 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -6.60% | 18.36% | -24.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.26% | 1.05% | +1.21 | PBI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.2 | 33.5 | +5.72 | PBI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.5x | 26.0x | -11.46 | PBI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.26B | $297.59B | -$295.33B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PBI REV | CAT REV | PBI GROSS % | CAT GROSS % | PBI FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.89B | $67.59B | — | 99.9% | $317.0M | $8.92B |
| FY 2024 | $2.03B | $64.81B | 52.4% | 100.0% | $156.8M | $10.05B |
| FY 2023 | $2.08B | $67.06B | — | 99.8% | $80.1M | $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
PBI // BETA —
CAT // BETA 1.02