COMP <GO>
WTS vs CAT // ENTERPRISE SCALE & MARKET CAP
Watts Water Technologies Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: WTS 6
— CAT 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: CAT
LAST: $347.60 (-0.94%) • MKT CAP: $11.71B
market-cap
$11.71B
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
market-cap
$286.26B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTS VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTS | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 49.50% | 82.20% | -32.70 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.50% | 21.15% | -1.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.6x | 20.9x | +2.74 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.04% | 3.74% | -0.70 | CAT | /fcf-yield <GO> |
| Operating Margin | 18.40% | 17.52% | +0.88 | WTS | /operating-margins <GO> |
| Net Profit Margin | 14.00% | 14.51% | -0.51 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 18.36% | -10.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.46 | 4.34 | +3.12 | WTS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | WTS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 8.46% | -1.06 | WTS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.6 | 23.6 | +19.97 | WTS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.02 | +0.14 | WTS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 32.0x | 26.0x | +6.04 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $11.71B | $286.26B | -$274.55B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTS REV | CAT REV | WTS GROSS % | CAT GROSS % | WTS FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.44B | $67.59B | 49.5% | 99.9% | $356.3M | $8.92B |
| FY 2024 | $2.25B | $64.81B | 47.2% | 100.0% | $325.8M | $10.05B |
| FY 2023 | $2.06B | $67.06B | 44.0% | 99.8% | $218.3M | $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
WTS // BETA 1.16
CAT // BETA 1.02