COMP <GO>
ROK vs CAT // FORWARD P/E MULTIPLE
Rockwell Automation Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ROK 8
— CAT 7
▲ FORWARD P/E MULTIPLE LEADER: CAT
LAST: $436.20 (-3.37%) • MKT CAP: $50.23B
forward-pe
53.8x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
forward-pe
26.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ROK VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ROK | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.10% | 82.20% | -34.10 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 21.15% | +1.75 | ROK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.9x | 20.9x | +5.04 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.33% | 3.74% | -1.41 | CAT | /fcf-yield <GO> |
| Operating Margin | 20.40% | 17.52% | +2.88 | ROK | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 14.51% | -4.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 0.90% | 18.36% | -17.46 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.18% | 1.05% | +0.13 | ROK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.59 | 4.34 | +3.25 | ROK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | ROK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 8.46% | -1.26 | ROK | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.2 | 23.6 | +27.61 | ROK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.02 | +0.08 | ROK | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 53.8x | 26.0x | +27.84 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $50.23B | $286.26B | -$236.03B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ROK REV | CAT REV | ROK GROSS % | CAT GROSS % | ROK FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.34B | $67.59B | 48.1% | 99.9% | $1.17B | $8.92B |
| FY 2024 | $8.26B | $64.81B | 46.6% | 100.0% | $492.1M | $10.05B |
| FY 2023 | $9.06B | $67.06B | 44.0% | 99.8% | $966.4M | $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
ROK // BETA 1.10
CAT // BETA 1.02