COMP <GO>
WGO vs CAT // EV/EBITDA & P/E VALUATION
Winnebago Industries Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: WGO 5
— CAT 8
▲ EV/EBITDA & P/E VALUATION LEADER: WGO
LAST: $30.23 (+5.59%) • MKT CAP: $860.8M
valuation
13.5x
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WGO VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WGO | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 13.00% | 82.20% | -69.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | 21.15% | -18.35 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 13.5x | 20.9x | -7.36 | WGO | /valuation <GO> |
| Free Cash Flow Yield | 10.40% | 3.74% | +6.66 | WGO | /fcf-yield <GO> |
| Operating Margin | 2.00% | 17.52% | -15.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 0.90% | 14.51% | -13.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -5.90% | 18.36% | -24.26 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.52% | 1.05% | +3.47 | WGO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.39 | 4.34 | -0.95 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | WGO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.4 | 33.5 | +34.90 | WGO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.2x | 26.0x | +5.24 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $860.8M | $297.59B | -$296.73B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WGO REV | CAT REV | WGO GROSS % | CAT GROSS % | WGO FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.80B | $67.59B | 13.0% | 99.9% | $89.5M | $8.92B |
| FY 2024 | $2.97B | $64.81B | 14.6% | 100.0% | $98.9M | $10.05B |
| FY 2023 | $3.49B | $67.06B | — | 99.8% | $294.5M | $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
WGO // BETA —
CAT // BETA 1.02