COMP <GO>
TEX vs CAT // PIOTROSKI F-SCORE QUALITY
Terex Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: TEX 4
— CAT 11
▲ PIOTROSKI F-SCORE QUALITY LEADER: TEX
LAST: $56.15 (-0.71%) • MKT CAP: $6.46B
piotroski-score
6/9
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TEX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TEX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 19.40% | 82.20% | -62.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.60% | 21.15% | -11.55 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.1x | 20.9x | -8.76 | TEX | /valuation <GO> |
| Free Cash Flow Yield | 3.03% | 3.74% | -0.71 | CAT | /fcf-yield <GO> |
| Operating Margin | 8.80% | 17.52% | -8.72 | CAT | /operating-margins <GO> |
| Net Profit Margin | 4.10% | 14.51% | -10.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 5.70% | 18.36% | -12.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.70% | 1.05% | -0.35 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.89 | 4.34 | -1.45 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 6/9 | 5/9 | +1.00 | TEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 8.46% | -1.96 | TEX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 23.6 | +31.83 | TEX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 1.02 | -0.15 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.2x | 26.0x | +1.24 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.46B | $286.26B | -$279.80B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TEX REV | CAT REV | TEX GROSS % | CAT GROSS % | TEX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.42B | $67.59B | 19.4% | 99.9% | $196.1M | $8.92B |
| FY 2024 | $5.13B | $64.81B | 20.8% | 100.0% | $95.3M | $10.05B |
| FY 2023 | $5.15B | $67.06B | 44.0% | 99.8% | $227.2M | $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
TEX // BETA 0.87
CAT // BETA 1.02