COMP <GO>
TWIN vs CAT // 10Y YIELD & FRED MACRO BETA
Twin Disc Incorporated (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: TWIN 3
— CAT 9
■ METRIC PARITY
LAST: $25.29 (-0.71%) • MKT CAP: $367.7M
macro-sensitivity
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TWIN VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TWIN | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 27.60% | 82.20% | -54.60 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.90% | 21.15% | -17.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.1x | 20.9x | -3.76 | TWIN | /valuation <GO> |
| Free Cash Flow Yield | 2.40% | 3.74% | -1.34 | CAT | /fcf-yield <GO> |
| Operating Margin | 3.30% | 17.52% | -14.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | -0.60% | 14.51% | -15.11 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 15.50% | 18.36% | -2.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.62% | 1.05% | -0.43 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.13 | 4.34 | -1.21 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | TWIN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 33.5 | +7.99 | TWIN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $367.7M | $297.59B | -$297.22B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TWIN REV | CAT REV | TWIN GROSS % | CAT GROSS % | TWIN FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $340.7M | $67.59B | 27.6% | 99.9% | $8.8M | $8.92B |
| FY 2024 | $295.1M | $64.81B | 28.2% | 100.0% | $25.0M | $10.05B |
| FY 2023 | $0 | $67.06B | — | 99.8% | $22.9M | $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
TWIN // BETA —
CAT // BETA 1.02