COMP <GO>
VATE vs CAT // RSI-14 & 200D SMA MOMENTUM
INNOVATE Corp. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: VATE 2
— CAT 8
▲ RSI-14 & 200D SMA MOMENTUM LEADER: CAT
LAST: $5.80 (-3.49%) • MKT CAP: $79.1M
rsi-technicals
31.4
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
rsi-technicals
33.5
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VATE VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VATE | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 16.00% | 82.20% | -66.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 21.15% | +63.85 | VATE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 3.74% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 2.30% | 17.52% | -15.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | -4.90% | 14.51% | -19.41 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 12.50% | 18.36% | -5.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.78% | 1.05% | +1.73 | VATE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 4.34 | -4.14 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | CAT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 31.4 | 33.5 | -2.07 | CAT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $79.1M | $297.59B | -$297.51B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VATE REV | CAT REV | VATE GROSS % | CAT GROSS % | VATE FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.25B | $67.59B | 16.0% | 99.9% | $146.6M | $8.92B |
| FY 2024 | $1.11B | $64.81B | 18.9% | 100.0% | -$9.9M | $10.05B |
| FY 2023 | $1.42B | $67.06B | — | 99.8% | $26.5M | $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
VATE // BETA —
CAT // BETA 1.02