COMP <GO>
SMID vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Smith-Midland Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SMID 9
— CAT 4
■ METRIC PARITY
LAST: $22.51 (+0.76%) • MKT CAP: $118.5M
options-implied-move
—
LAST: $622.75 (-3.81%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMID VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMID | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 27.90% | 82.20% | -54.30 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.70% | 21.15% | +3.55 | SMID | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.8x | 20.9x | -16.06 | SMID | /valuation <GO> |
| Free Cash Flow Yield | 4.19% | 3.74% | +0.45 | SMID | /fcf-yield <GO> |
| Operating Margin | 18.20% | 17.52% | +0.68 | SMID | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 14.51% | -1.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 19.00% | 18.36% | +0.64 | SMID | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.05 | 4.34 | +0.71 | SMID | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | SMID | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.7 | 33.5 | +16.20 | SMID | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.0x | 19.7x | -11.72 | SMID | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $118.5M | $297.59B | -$297.47B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMID REV | CAT REV | SMID GROSS % | CAT GROSS % | SMID FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $93.4M | $67.59B | 27.9% | 99.9% | $5.0M | $8.92B |
| FY 2024 | $78.5M | $64.81B | 25.5% | 100.0% | -$1.0M | $10.05B |
| FY 2023 | $59.6M | $67.06B | — | 99.8% | $7.7M | $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
SMID // BETA —
CAT // BETA 1.02