COMP <GO>
SIF vs CAT // ENTERPRISE SCALE & MARKET CAP
SIFCO Industries Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SIF 1
— CAT 8
▲ ENTERPRISE SCALE & MARKET CAP LEADER: CAT
LAST: $21.19 (+0.95%) • MKT CAP: $132.5M
market-cap
$132.5M
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
market-cap
$297.59B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SIF VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SIF | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 12.50% | 82.20% | -69.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.40% | 21.15% | -20.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 3.74% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 0.20% | 17.52% | -17.32 | CAT | /operating-margins <GO> |
| Net Profit Margin | -0.90% | 14.51% | -15.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 18.36% | -11.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 5/9 | -2.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.6 | 33.5 | +6.09 | SIF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $132.5M | $297.59B | -$297.46B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SIF REV | CAT REV | SIF GROSS % | CAT GROSS % | SIF FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $84.8M | $67.59B | 12.5% | 99.9% | — | $8.92B |
| FY 2024 | $79.6M | $64.81B | 7.5% | 100.0% | — | $10.05B |
| FY 2023 | $66.1M | $67.06B | — | 99.8% | -$1.4M | $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
SIF // BETA —
CAT // BETA 1.02