COMP <GO>
SNDR vs CAT // ENTERPRISE SCALE & MARKET CAP
Schneider National Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SNDR 7
— CAT 8
▲ ENTERPRISE SCALE & MARKET CAP LEADER: CAT
LAST: $29.23 (-0.75%) • MKT CAP: $5.16B
market-cap
$5.16B
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
market-cap
$286.26B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SNDR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SNDR | 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) | 4.20% | 21.15% | -16.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.4x | 20.9x | -9.46 | SNDR | /valuation <GO> |
| Free Cash Flow Yield | 5.53% | 3.74% | +1.79 | SNDR | /fcf-yield <GO> |
| Operating Margin | 3.00% | 17.52% | -14.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 1.80% | 14.51% | -12.71 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 18.36% | -11.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.30% | 1.05% | +0.25 | SNDR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.59 | 4.34 | -0.75 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | SNDR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 8.46% | -1.36 | SNDR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 32.4 | 23.6 | +8.84 | SNDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.02 | +0.05 | SNDR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 46.3x | 26.0x | +20.34 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $5.16B | $286.26B | -$281.10B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SNDR REV | CAT REV | SNDR GROSS % | CAT GROSS % | SNDR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.67B | $67.59B | 44.0% | 99.9% | $285.4M | $8.92B |
| FY 2024 | $5.29B | $64.81B | 44.0% | 100.0% | $272.1M | $10.05B |
| FY 2023 | $5.50B | $67.06B | 44.0% | 99.8% | $432.5M | $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
SNDR // BETA 1.07
CAT // BETA 1.02