COMP <GO>
RBC vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
RBC Bearings Incorporated (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: RBC 5
— CAT 9
■ METRIC PARITY
LAST: $495.74 (+2.31%) • MKT CAP: $15.69B
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RBC VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RBC | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.40% | 82.20% | -37.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.60% | 21.15% | -12.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 33.1x | 20.9x | +12.24 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.11% | 3.74% | -1.63 | CAT | /fcf-yield <GO> |
| Operating Margin | 22.50% | 17.52% | +4.98 | RBC | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 14.51% | +0.89 | RBC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 18.36% | -4.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.22 | 4.34 | +1.88 | RBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | RBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.6 | 33.5 | +17.10 | RBC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 1.02 | -0.15 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 45.9x | 26.0x | +19.94 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.69B | $297.59B | -$281.89B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RBC REV | CAT REV | RBC GROSS % | CAT GROSS % | RBC FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.87B | $67.59B | 44.4% | 99.9% | $331.5M | $8.92B |
| FY 2024 | $1.64B | $64.81B | 44.4% | 100.0% | $220.0M | $10.05B |
| FY 2023 | $1.56B | $67.06B | — | 99.8% | $204.5M | $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
RBC // BETA 0.87
CAT // BETA 1.02