COMP <GO>
PRIM vs CAT // DIVIDEND YIELD & FCF PAYOUT SAFETY
Primoris Services Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: PRIM 7
— CAT 7
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: CAT
LAST: $75.61 (+2.51%) • MKT CAP: $4.07B
dividend-safety
0.43%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
dividend-safety
1.05%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRIM VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRIM | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 10.70% | 82.20% | -71.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.90% | 21.15% | -0.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.6x | 20.9x | -13.26 | PRIM | /valuation <GO> |
| Free Cash Flow Yield | 8.37% | 3.74% | +4.63 | PRIM | /fcf-yield <GO> |
| Operating Margin | 5.40% | 17.52% | -12.12 | CAT | /operating-margins <GO> |
| Net Profit Margin | 3.60% | 14.51% | -10.91 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 19.00% | 18.36% | +0.64 | PRIM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.43% | 1.05% | -0.62 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.49 | 4.34 | -0.85 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | PRIM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.0 | 33.5 | +18.50 | PRIM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.02 | +0.12 | PRIM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.4x | 26.0x | -13.56 | PRIM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.07B | $297.59B | -$293.52B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRIM REV | CAT REV | PRIM GROSS % | CAT GROSS % | PRIM FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.57B | $67.59B | 10.7% | 99.9% | $340.5M | $8.92B |
| FY 2024 | $6.37B | $64.81B | 11.0% | 100.0% | $381.8M | $10.05B |
| FY 2023 | $5.72B | $67.06B | — | 99.8% | -$58.7M | $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
PRIM // BETA 1.14
CAT // BETA 1.02