COMP <GO>
SYM vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Symbotic Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SYM 6
— CAT 7
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: SYM
LAST: $37.93 (+1.42%) • MKT CAP: $22.62B
options-implied-move
7.30%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SYM VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SYM | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.80% | 82.20% | -63.40 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -5.00% | 21.15% | -26.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.39% | 3.74% | -0.35 | CAT | /fcf-yield <GO> |
| Operating Margin | -5.10% | 17.52% | -22.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | -0.80% | 14.51% | -15.31 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 25.70% | 18.36% | +7.34 | SYM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.94 | 4.34 | +2.60 | SYM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.30% | 8.46% | -1.16 | SYM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 23.6 | +17.95 | SYM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.02 | +0.09 | SYM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 26.0x | -7.96 | SYM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.62B | $286.26B | -$263.64B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SYM REV | CAT REV | SYM GROSS % | CAT GROSS % | SYM FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $67.59B | 18.8% | 99.9% | $765.8M | $8.92B |
| FY 2024 | $1.79B | $64.81B | 13.7% | 100.0% | -$100.3M | $10.05B |
| FY 2023 | $1.18B | $67.06B | 44.0% | 99.8% | $177.8M | $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
SYM // BETA 1.11
CAT // BETA 1.02