COMP <GO>
SMR vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
NuScale Power Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SMR 4
— CAT 10
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: SMR
LAST: $5.62 (-5.07%) • MKT CAP: $2.54B
options-implied-move
7.40%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.30% | 82.20% | -45.90 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 21.15% | -56.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 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) | -15.00% | 18.36% | -33.36 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.62 | 4.34 | -0.72 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 5/9 | -2.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.40% | 8.46% | -1.06 | SMR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.2 | 23.6 | +11.59 | SMR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.02 | +0.12 | SMR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.0x | 26.0x | -6.96 | SMR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.54B | $286.26B | -$283.72B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMR REV | CAT REV | SMR GROSS % | CAT GROSS % | SMR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $31.5M | $67.59B | 36.3% | 99.9% | -$460.1M | $8.92B |
| FY 2024 | $37.0M | $64.81B | 86.7% | 100.0% | -$108.7M | $10.05B |
| FY 2023 | $22.8M | $67.06B | 44.0% | 99.8% | -$184.3M | $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
SMR // BETA 1.14
CAT // BETA 1.02