COMP <GO>
XE vs CAT // OPERATING MARGIN
X-Energy Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: XE 7
— CAT 8
▲ OPERATING MARGIN LEADER: CAT
LAST: $10.93 (-6.58%) • MKT CAP: $4.75B
operating-margins
13.90%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
operating-margins
17.52%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XE VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XE | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 38.50% | 21.15% | +17.35 | XE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.8x | 20.9x | -2.06 | XE | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 3.74% | -1.53 | CAT | /fcf-yield <GO> |
| Operating Margin ACTIVE | 13.90% | 17.52% | -3.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 14.51% | -3.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 18.36% | -13.96 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.69 | 4.34 | +4.35 | XE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | XE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 8.46% | -1.36 | XE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.6 | 23.6 | +12.02 | XE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 1.02 | +0.03 | XE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 26.0x | +4.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.75B | $286.26B | -$281.51B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XE REV | CAT REV | XE GROSS % | CAT GROSS % | XE FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $67.59B | — | 99.9% | $0 | $8.92B |
| FY 2024 | — | $64.81B | — | 100.0% | — | $10.05B |
| FY 2023 | — | $67.06B | — | 99.8% | — | $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
XE // BETA 1.05
CAT // BETA 1.02