COMP <GO>
WAB vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
Westinghouse Air Brake Technologies Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: WAB 3
— CAT 12
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $279.60 (-2.09%) • MKT CAP: $47.92B
roic
11.10%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WAB VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WAB | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 34.10% | 82.20% | -48.10 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.10% | 21.15% | -10.05 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.6x | 20.9x | +3.74 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.13% | 3.74% | -0.61 | CAT | /fcf-yield <GO> |
| Operating Margin | 16.10% | 17.52% | -1.42 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.50% | 14.51% | -4.01 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 18.36% | -10.86 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.36% | 1.05% | -0.69 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.69 | 4.34 | -0.65 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | WAB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 8.46% | -1.76 | WAB | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.5 | 23.6 | +21.86 | WAB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.02 | -0.08 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.1x | 26.0x | +12.14 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $47.92B | $286.26B | -$238.34B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WAB REV | CAT REV | WAB GROSS % | CAT GROSS % | WAB FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.17B | $67.59B | 34.1% | 99.9% | $1.50B | $8.92B |
| FY 2024 | $10.39B | $64.81B | 32.4% | 100.0% | $1.63B | $10.05B |
| FY 2023 | $9.68B | $67.06B | 44.0% | 99.8% | $765.5M | $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
WAB // BETA 0.94
CAT // BETA 1.02