COMP <GO>
PNR vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Pentair plc. Ordinary Share (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: PNR 10
— CAT 5
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: PNR
LAST: $66.26 (+0.64%) • MKT CAP: $10.51B
options-implied-move
7.00%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PNR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PNR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 40.50% | 82.20% | -41.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.50% | 21.15% | -8.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.2x | 20.9x | -7.66 | PNR | /valuation <GO> |
| Free Cash Flow Yield | 7.10% | 3.74% | +3.36 | PNR | /fcf-yield <GO> |
| Operating Margin | 20.50% | 17.52% | +2.98 | PNR | /operating-margins <GO> |
| Net Profit Margin | 15.70% | 14.51% | +1.19 | PNR | /net-margins <GO> |
| Revenue Growth (YoY) | 2.30% | 18.36% | -16.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.56% | 1.05% | +0.51 | PNR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.80 | 4.34 | -0.54 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | PNR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.00% | 8.46% | -1.46 | PNR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 82.5 | 23.6 | +58.92 | PNR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.02 | +0.02 | PNR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 26.0x | -10.96 | PNR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.51B | $286.26B | -$275.75B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PNR REV | CAT REV | PNR GROSS % | CAT GROSS % | PNR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.18B | $67.59B | 40.5% | 99.9% | $746.0M | $8.92B |
| FY 2024 | $4.08B | $64.81B | 39.2% | 100.0% | $692.3M | $10.05B |
| FY 2023 | $4.10B | $67.06B | 44.0% | 99.8% | $434.5M | $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
PNR // BETA 1.04
CAT // BETA 1.02