COMP <GO>
ST vs CAT // NET PROFIT MARGIN
Sensata Technologies Holding plc (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ST 5
— CAT 10
▲ NET PROFIT MARGIN LEADER: CAT
LAST: $40.27 (-2.49%) • MKT CAP: $6.01B
net-margins
0.80%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
net-margins
14.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ST VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ST | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 29.30% | 82.20% | -52.90 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.70% | 21.15% | -17.45 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.8x | 20.9x | +0.94 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 7.57% | 3.74% | +3.83 | ST | /fcf-yield <GO> |
| Operating Margin | 6.40% | 17.52% | -11.12 | CAT | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 0.80% | 14.51% | -13.71 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -5.80% | 18.36% | -24.16 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.17% | 1.05% | +0.12 | ST | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.27 | 4.34 | -2.07 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | ST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 8.46% | -1.96 | ST | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.9 | 23.6 | +19.28 | ST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 1.02 | -0.15 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 26.0x | +114.04 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.01B | $286.26B | -$280.25B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ST REV | CAT REV | ST GROSS % | CAT GROSS % | ST FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.70B | $67.59B | 29.3% | 99.9% | $454.8M | $8.92B |
| FY 2024 | $3.93B | $64.81B | 29.4% | 100.0% | $374.5M | $10.05B |
| FY 2023 | $4.05B | $67.06B | 44.0% | 99.8% | $274.3M | $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
ST // BETA 0.87
CAT // BETA 1.02