COMP <GO>
RLGT vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
Radiant Logistics Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: RLGT 4
— CAT 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $9.08 (+0.44%) • MKT CAP: $426.6M
roic
8.40%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RLGT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RLGT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.40% | 21.15% | -12.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.5x | 20.9x | -5.36 | RLGT | /valuation <GO> |
| Free Cash Flow Yield | 1.91% | 3.74% | -1.83 | CAT | /fcf-yield <GO> |
| Operating Margin | 2.30% | 17.52% | -15.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | 1.90% | 14.51% | -12.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 12.50% | 18.36% | -5.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.14 | 4.34 | -0.20 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | RLGT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.1 | 33.5 | +22.64 | RLGT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.7x | 26.0x | -5.26 | RLGT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $426.6M | $297.59B | -$297.16B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RLGT REV | CAT REV | RLGT GROSS % | CAT GROSS % | RLGT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $902.7M | $67.59B | — | 99.9% | $8.1M | $8.92B |
| FY 2024 | $802.5M | $64.81B | — | 100.0% | $8.7M | $10.05B |
| FY 2023 | $1.09B | $67.06B | — | 99.8% | $97.9M | $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
RLGT // BETA —
CAT // BETA 1.02