COMP <GO>
ZWS vs CAT // RSI-14 & 200D SMA MOMENTUM
Zurn Elkay Water Solutions Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ZWS 4
— CAT 11
▲ RSI-14 & 200D SMA MOMENTUM LEADER: ZWS
LAST: $44.80 (+0.16%) • MKT CAP: $7.38B
rsi-technicals
38.4
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
rsi-technicals
23.6
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ZWS VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ZWS | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.10% | 82.20% | -37.10 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.30% | 21.15% | -8.85 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.0x | 20.9x | +1.14 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.66% | 3.74% | -0.08 | CAT | /fcf-yield <GO> |
| Operating Margin | 16.40% | 17.52% | -1.12 | CAT | /operating-margins <GO> |
| Net Profit Margin | 11.70% | 14.51% | -2.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 18.36% | -10.06 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.87% | 1.05% | -0.18 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.75 | 4.34 | +0.41 | ZWS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | ZWS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 8.46% | -1.66 | ZWS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 38.4 | 23.6 | +14.76 | ZWS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.02 | -0.04 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.7x | 26.0x | +8.74 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.38B | $286.26B | -$278.88B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ZWS REV | CAT REV | ZWS GROSS % | CAT GROSS % | ZWS FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.70B | $67.59B | 45.1% | 99.9% | $270.2M | $8.92B |
| FY 2024 | $1.57B | $64.81B | 45.1% | 100.0% | $223.0M | $10.05B |
| FY 2023 | $1.53B | $67.06B | 44.0% | 99.8% | $185.0M | $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
ZWS // BETA 0.98
CAT // BETA 1.02