COMP <GO>
TKR vs CAT // PIOTROSKI F-SCORE QUALITY
Timken Company (The) (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: TKR 8
— CAT 7
▲ PIOTROSKI F-SCORE QUALITY LEADER: TKR
LAST: $110.90 (-3.42%) • MKT CAP: $7.96B
piotroski-score
6/9
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TKR VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TKR | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 30.40% | 82.20% | -51.80 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.10% | 21.15% | -12.05 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.2x | 20.9x | -7.66 | TKR | /valuation <GO> |
| Free Cash Flow Yield | 4.37% | 3.74% | +0.63 | TKR | /fcf-yield <GO> |
| Operating Margin | 11.80% | 17.52% | -5.72 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.30% | 14.51% | -8.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 0.20% | 18.36% | -18.16 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.24% | 1.05% | +0.19 | TKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.31 | 4.34 | -1.03 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 6/9 | 5/9 | +1.00 | TKR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 8.46% | -1.16 | TKR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.8 | 23.6 | +18.23 | TKR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.02 | +0.09 | TKR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.7x | 26.0x | -0.26 | TKR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.96B | $286.26B | -$278.31B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TKR REV | CAT REV | TKR GROSS % | CAT GROSS % | TKR FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.58B | $67.59B | 30.4% | 99.9% | $348.1M | $8.92B |
| FY 2024 | $4.57B | $64.81B | 31.5% | 100.0% | $269.9M | $10.05B |
| FY 2023 | $4.77B | $67.06B | 44.0% | 99.8% | $330.6M | $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
TKR // BETA 1.11
CAT // BETA 1.02