COMP <GO>
RRX vs CAT // NET PROFIT MARGIN
Regal Rexnord Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: RRX 5
— CAT 10
▲ NET PROFIT MARGIN LEADER: CAT
LAST: $157.24 (-3.90%) • MKT CAP: $10.90B
net-margins
4.70%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
net-margins
14.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RRX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RRX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.40% | 82.20% | -44.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | 21.15% | -16.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.8x | 20.9x | -1.06 | RRX | /valuation <GO> |
| Free Cash Flow Yield | 8.20% | 3.74% | +4.46 | RRX | /fcf-yield <GO> |
| Operating Margin | 11.50% | 17.52% | -6.02 | CAT | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 4.70% | 14.51% | -9.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 1.10% | 18.36% | -17.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.85% | 1.05% | -0.20 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.92 | 4.34 | -2.42 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | RRX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 8.46% | -1.66 | RRX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.1 | 23.6 | +25.51 | RRX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.02 | -0.04 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 36.3x | 26.0x | +10.34 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.90B | $286.26B | -$275.37B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RRX REV | CAT REV | RRX GROSS % | CAT GROSS % | RRX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.93B | $67.59B | 37.4% | 99.9% | $893.1M | $8.92B |
| FY 2024 | $6.03B | $64.81B | 36.3% | 100.0% | $499.9M | $10.05B |
| FY 2023 | $6.25B | $67.06B | 44.0% | 99.8% | $434.0M | $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
RRX // BETA 0.98
CAT // BETA 1.02