COMP <GO>
RKLB vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Rocket Lab Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: RKLB 5
— CAT 8
■ METRIC PARITY
LAST: $59.10 (+0.85%) • MKT CAP: $37.10B
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RKLB VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RKLB | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 34.40% | 82.20% | -47.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -6.10% | 21.15% | -27.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -0.87% | 3.74% | -4.61 | CAT | /fcf-yield <GO> |
| Operating Margin | -38.00% | 17.52% | -55.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | -32.90% | 14.51% | -47.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 38.00% | 18.36% | +19.64 | RKLB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 4.34 | +21.66 | RKLB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 33.5 | +14.50 | RKLB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.02 | +0.13 | RKLB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.0x | 26.0x | -5.96 | RKLB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $37.10B | $297.59B | -$260.49B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RKLB REV | CAT REV | RKLB GROSS % | CAT GROSS % | RKLB FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $601.8M | $67.59B | 34.4% | 99.9% | -$321.8M | $8.92B |
| FY 2024 | $436.2M | $64.81B | 26.6% | 100.0% | -$116.0M | $10.05B |
| FY 2023 | $244.6M | $67.06B | — | 99.8% | -$109.9M | $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
RKLB // BETA 1.15
CAT // BETA 1.02