COMP <GO>
THO vs CAT // NET PROFIT MARGIN
Thor Industries Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: THO 6
— CAT 9
▲ NET PROFIT MARGIN LEADER: CAT
LAST: $73.90 (+0.38%) • MKT CAP: $3.80B
net-margins
2.70%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
net-margins
14.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (THO VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | THO | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 14.00% | 82.20% | -68.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.00% | 21.15% | -16.15 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.5x | 20.9x | -14.36 | THO | /valuation <GO> |
| Free Cash Flow Yield | 3.86% | 3.74% | +0.12 | THO | /fcf-yield <GO> |
| Operating Margin | 3.30% | 17.52% | -14.22 | CAT | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 2.70% | 14.51% | -11.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -4.60% | 18.36% | -22.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.27 | 4.34 | -1.07 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | THO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 8.46% | -1.76 | THO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.3 | 23.6 | +38.67 | THO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.02 | -0.07 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 26.0x | -12.26 | THO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.80B | $286.26B | -$282.46B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | THO REV | CAT REV | THO GROSS % | CAT GROSS % | THO FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.58B | $67.59B | 14.0% | 99.9% | $146.8M | $8.92B |
| FY 2024 | $10.04B | $64.81B | 14.5% | 100.0% | $93.6M | $10.05B |
| FY 2023 | $11.12B | $67.06B | 44.0% | 99.8% | $481.2M | $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
THO // BETA 0.95
CAT // BETA 1.02