COMP <GO>
VMI vs CAT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Valmont Industries Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: VMI 6
— CAT 8
■ METRIC PARITY
LAST: $432.76 (-0.42%) • MKT CAP: $8.28B
options-implied-move
—
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
options-implied-move
8.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VMI VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VMI | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 30.20% | 82.20% | -52.00 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.70% | 21.15% | -6.45 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.5x | 20.9x | -4.36 | VMI | /valuation <GO> |
| Free Cash Flow Yield | 3.76% | 3.74% | +0.02 | VMI | /fcf-yield <GO> |
| Operating Margin | 10.10% | 17.52% | -7.42 | CAT | /operating-margins <GO> |
| Net Profit Margin | 8.50% | 14.51% | -6.01 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 0.70% | 18.36% | -17.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.63% | 1.05% | -0.42 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.17 | 4.34 | +1.83 | VMI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | VMI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.8 | 33.5 | +5.30 | VMI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.02 | -0.12 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.9x | 26.0x | -4.06 | VMI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.28B | $297.59B | -$289.31B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VMI REV | CAT REV | VMI GROSS % | CAT GROSS % | VMI FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.10B | $67.59B | 30.2% | 99.9% | $311.4M | $8.92B |
| FY 2024 | $4.08B | $64.81B | 30.5% | 100.0% | $493.2M | $10.05B |
| FY 2023 | $4.17B | $67.06B | — | 99.8% | $118.9M | $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
VMI // BETA 0.90
CAT // BETA 1.02