WallStSmart

Apogee Enterprises Inc (APOG)vsCaterpillar Inc (CAT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 4951% more annual revenue ($70.75B vs $1.40B). CAT leads profitability with a 13.3% profit margin vs 4.9%. APOG appears more attractively valued with a PEG of 1.26. CAT earns a higher WallStSmart Score of 67/100 (B-).

APOG

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.68

CAT

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 4.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APOGOvervalued (-6.4%)

Margin of Safety

-6.4%

Fair Value

$39.19

Current Price

$39.90

$0.71 premium

UndervaluedFair: $39.19Overvalued

Intrinsic value data unavailable for CAT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APOG3 strengths · Avg: 8.7/10
EPS GrowthGrowth
574.0%10/10

Earnings expanding 574.0% YoY

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$409.91B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
50.5%10/10

Every $100 of equity generates 50 in profit

Revenue GrowthGrowth
22.2%8/10

Revenue surging 22.2% year-over-year

EPS GrowthGrowth
30.2%8/10

Earnings expanding 30.2% YoY

Free Cash FlowQuality
$1.55B8/10

Generating 1.5B in free cash flow

Areas to Watch

APOG3 concerns · Avg: 2.7/10
Market CapQuality
$840.37M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Revenue GrowthGrowth
-1.1%2/10

Revenue declined 1.1%

CAT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

Price/BookValuation
20.0x4/10

Trading at 20.0x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
43.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : APOG

The strongest argument for APOG centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 22.2% demonstrates continued momentum.

Bear Case : APOG

The primary concerns for APOG are Market Cap, Profit Margin, Revenue Growth. Thin 4.9% margins leave little buffer for downturns.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 43.1x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Key Dynamics to Monitor

APOG profiles as a value stock while CAT is a growth play — different risk/reward profiles.

CAT carries more volatility with a beta of 1.56 — expect wider price swings.

CAT is growing revenue faster at 22.2% — sustainability is the question.

CAT generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

CAT scores higher overall (67/100 vs 61/100) and 22.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apogee Enterprises Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Apogee Enterprises, Inc. designs and develops glass and metal products and services in the United States, Canada, and Brazil. The company is headquartered in Minneapolis, Minnesota.

Caterpillar Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Caterpillar Inc. (often shortened to CAT) is an American Fortune 100 corporation that designs, develops, engineers, manufactures, markets, and sells machinery, engines, financial products, and insurance to customers via a worldwide dealer network.

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