COMP <GO>
RTX vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
RTX Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: RTX 4
— CAT 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $199.80 (+0.20%) • MKT CAP: $269.08B
roic
7.20%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RTX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RTX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 7.20% | 21.15% | -13.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.5x | 20.9x | +5.64 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 2.95% | 3.74% | -0.79 | CAT | /fcf-yield <GO> |
| Operating Margin | 10.50% | 17.52% | -7.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 14.51% | -6.91 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 9.70% | 18.36% | -8.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.33% | 1.05% | +0.28 | RTX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 4.34 | -1.61 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | RTX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 8.46% | -1.86 | RTX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.8 | 23.6 | +37.18 | RTX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.02 | -0.10 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.2x | 26.0x | +11.24 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $269.08B | $286.26B | -$17.18B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RTX REV | CAT REV | RTX GROSS % | CAT GROSS % | RTX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $88.60B | $67.59B | 44.0% | 99.9% | $7.94B | $8.92B |
| FY 2024 | $80.74B | $64.81B | 44.0% | 100.0% | $4.53B | $10.05B |
| FY 2023 | $68.92B | $67.06B | 44.0% | 99.8% | $4.78B | $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
RTX // BETA 0.92
CAT // BETA 1.02