WallStSmart

BWX Technologies Inc (BWXT)vsCaterpillar Inc (CAT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 2027% more annual revenue ($74.73B vs $3.51B). CAT leads profitability with a 14.5% profit margin vs 10.1%. CAT appears more attractively valued with a PEG of 1.41. CAT earns a higher WallStSmart Score of 73/100 (B).

BWXT

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 7.0Value: 4.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.41

CAT

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: 2.40

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BWXT2 strengths · Avg: 8.5/10
Return on EquityProfitability
26.6%9/10

Every $100 of equity generates 27 in profit

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

CAT6 strengths · Avg: 9.0/10
Market CapQuality
$376.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
55.9%10/10

Every $100 of equity generates 56 in profit

EPS GrowthGrowth
68.2%10/10

Earnings expanding 68.2% YoY

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Free Cash FlowQuality
$3.26B8/10

Generating 3.3B in free cash flow

Areas to Watch

BWXT4 concerns · Avg: 3.5/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Price/BookValuation
10.3x4/10

Trading at 10.3x book value

Debt/EquityHealth
1.513/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

CAT4 concerns · Avg: 3.0/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
19.4x4/10

Trading at 19.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
2.331/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BWXT

The strongest argument for BWXT centers on Return on Equity, Revenue Growth. Revenue growth of 18.0% demonstrates continued momentum.

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, EPS Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bear Case : BWXT

The primary concerns for BWXT are PEG Ratio, Price/Book, Debt/Equity. A P/E of 41.5x leaves little room for execution misses. Debt-to-equity of 1.51 is elevated, increasing financial risk.

Bear Case : CAT

The primary concerns for CAT are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

CAT carries more volatility with a beta of 1.59 — expect wider price swings.

CAT is growing revenue faster at 24.0% — sustainability is the question.

CAT generates stronger free cash flow (3.3B), providing more financial flexibility.

Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CAT scores higher overall (73/100 vs 60/100) and 24.0% 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.

BWX Technologies Inc

INDUSTRIALS · AEROSPACE & DEFENSE · USA

BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company is headquartered in Lynchburg, Virginia.

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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