COMP <GO>
TXT vs CAT // 10Y YIELD & FRED MACRO BETA
Textron Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: TXT 6
— CAT 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: CAT
LAST: $85.70 (-2.01%) • MKT CAP: $15.04B
macro-sensitivity
1.00
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TXT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TXT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.90% | 21.15% | -12.25 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.2x | 20.9x | -10.66 | TXT | /valuation <GO> |
| Free Cash Flow Yield | 4.29% | 3.74% | +0.55 | TXT | /fcf-yield <GO> |
| Operating Margin | 7.60% | 17.52% | -9.92 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.20% | 14.51% | -8.31 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 8.00% | 18.36% | -10.36 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.12% | 1.05% | -0.93 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.58 | 4.34 | -1.76 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | TXT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 8.46% | -1.56 | TXT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.4 | 23.6 | +45.81 | TXT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 1.02 | -0.02 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 26.0x | -10.76 | TXT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.04B | $286.26B | -$271.22B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TXT REV | CAT REV | TXT GROSS % | CAT GROSS % | TXT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.80B | $67.59B | 44.0% | 99.9% | $646.0M | $8.92B |
| FY 2024 | $13.70B | $64.81B | 44.0% | 100.0% | $397.4M | $10.05B |
| FY 2023 | $13.68B | $67.06B | 44.0% | 99.8% | $650.3M | $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
TXT // BETA 1.00
CAT // BETA 1.02