COMP <GO>
REZI vs CAT // ENTERPRISE SCALE & MARKET CAP
Resideo Technologies Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: REZI 2
— CAT 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: CAT
LAST: $18.80 (+2.68%) • MKT CAP: $2.85B
market-cap
$2.85B
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
market-cap
$297.59B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (REZI VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | REZI | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 29.40% | 82.20% | -52.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.80% | 21.15% | -12.35 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.6x | 20.9x | -13.26 | REZI | /valuation <GO> |
| Free Cash Flow Yield | — | 3.74% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 8.10% | 17.52% | -9.42 | CAT | /operating-margins <GO> |
| Net Profit Margin | -7.10% | 14.51% | -21.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 10.50% | 18.36% | -7.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.72 | 4.34 | -2.62 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.9 | 33.5 | +26.36 | REZI | /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 ACTIVE | $2.85B | $297.59B | -$294.73B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | REZI REV | CAT REV | REZI GROSS % | CAT GROSS % | REZI FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.47B | $67.59B | 29.4% | 99.9% | -$1.25B | $8.92B |
| FY 2024 | $6.76B | $64.81B | 28.1% | 100.0% | $364.0M | $10.05B |
| FY 2023 | $6.24B | $67.06B | — | 99.8% | $440.0M | $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
REZI // BETA —
CAT // BETA 1.02