Caterpillar Inc (CAT)vsCBIZ Inc (CBZ)
CAT
Caterpillar Inc
$904.28
+1.44%
INDUSTRIALS · Cap: $419.05B
CBZ
CBIZ Inc
$33.93
+1.74%
INDUSTRIALS · Cap: $1.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 2456% more annual revenue ($70.75B vs $2.77B). CAT leads profitability with a 13.3% profit margin vs 5.6%. CBZ appears more attractively valued with a PEG of 1.46. CBZ earns a higher WallStSmart Score of 71/100 (B).
CAT
Strong Buy67
out of 100
Grade: B-
CBZ
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CAT.
Margin of Safety
+12.6%
Fair Value
$34.88
Current Price
$33.93
$0.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 50 in profit
Revenue surging 22.2% year-over-year
Earnings expanding 30.2% YoY
Generating 1.5B in free cash flow
Reasonable price relative to book value
Attractively priced relative to earnings
Strong operational efficiency at 25.6%
Earnings expanding 37.7% YoY
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 22.3x book value
1.3% revenue growth
Distress zone — elevated risk
Smaller company, higher risk/reward
5.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CAT
The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 22.2% demonstrates continued momentum.
Bull Case : CBZ
The strongest argument for CBZ centers on Price/Book, P/E Ratio, Operating Margin. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bear Case : CAT
The primary concerns for CAT are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.2x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.
Bear Case : CBZ
The primary concerns for CBZ are Revenue Growth, Altman Z-Score, Market Cap.
Key Dynamics to Monitor
CAT profiles as a growth stock while CBZ is a value play — different risk/reward profiles.
CAT carries more volatility with a beta of 1.63 — 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
CBZ scores higher overall (71/100 vs 67/100). Both earn "Strong Buy" and "Strong 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.
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.
Visit Website →CBIZ Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
CBIZ, Inc. provides financial, insurance and advisory services in the United States and Canada. The company is headquartered in Cleveland, Ohio.
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