COMP <GO>
SPXC vs CAT // GROSS PROFIT MARGIN
SPX Technologies Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SPXC 4
— CAT 11
▲ GROSS PROFIT MARGIN LEADER: CAT
LAST: $159.95 (-4.37%) • MKT CAP: $8.38B
gross-margins
40.50%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
gross-margins
82.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPXC VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPXC | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 40.50% | 82.20% | -41.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.60% | 21.15% | -10.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.0x | 20.9x | -0.86 | SPXC | /valuation <GO> |
| Free Cash Flow Yield | 2.76% | 3.74% | -0.98 | CAT | /fcf-yield <GO> |
| Operating Margin | 15.50% | 17.52% | -2.02 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.80% | 14.51% | -3.71 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 18.36% | -4.16 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.27 | 4.34 | -0.07 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | SPXC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 8.46% | -1.66 | SPXC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.3 | 23.6 | +12.70 | SPXC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.02 | -0.06 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.8x | 26.0x | +2.84 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.38B | $286.26B | -$277.89B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPXC REV | CAT REV | SPXC GROSS % | CAT GROSS % | SPXC FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.27B | $67.59B | 40.5% | 99.9% | $231.4M | $8.92B |
| FY 2024 | $1.98B | $64.81B | 40.3% | 100.0% | $196.6M | $10.05B |
| FY 2023 | $1.74B | $67.06B | 44.0% | 99.8% | $130.1M | $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
SPXC // BETA 0.96
CAT // BETA 1.02