COMP <GO>
SERV vs CAT // EV/EBITDA & P/E VALUATION
Serve Robotics Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SERV 5
— CAT 9
■ METRIC PARITY
LAST: $2.60 (-8.45%) • MKT CAP: $246.2M
valuation
—
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SERV VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SERV | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | -30.00% | 82.20% | -112.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 21.15% | -56.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 3.74% | -21.74 | CAT | /fcf-yield <GO> |
| Operating Margin | -60.00% | 17.52% | -77.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 14.51% | -74.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 46.20% | 18.36% | +27.84 | SERV | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.63 | 4.34 | +3.29 | SERV | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 8.46% | -1.86 | SERV | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 26.9 | 23.6 | +3.26 | SERV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.02 | -0.12 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.0x | 26.0x | -1.96 | SERV | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $246.2M | $286.26B | -$286.02B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SERV REV | CAT REV | SERV GROSS % | CAT GROSS % | SERV FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.7M | $67.59B | -580.2% | 99.9% | -$117.6M | $8.92B |
| FY 2024 | $1.8M | $64.81B | -4.1% | 100.0% | -$31.8M | $10.05B |
| FY 2023 | $207.5K | $67.06B | 44.0% | 99.8% | -$16.0M | $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
SERV // BETA 0.90
CAT // BETA 1.02