Caterpillar Inc (CAT)vsCarnival Corporation (CCL)
CAT
Caterpillar Inc
$897.45
+0.20%
INDUSTRIALS · Cap: $412.55B
CCL
Carnival Corporation
$26.38
-2.30%
CONSUMER CYCLICAL · Cap: $37.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 162% more annual revenue ($70.75B vs $26.98B). CAT leads profitability with a 13.3% profit margin vs 11.5%. CCL appears more attractively valued with a PEG of 1.09. CCL earns a higher WallStSmart Score of 70/100 (B).
CAT
Strong Buy67
out of 100
Grade: B-
CCL
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CAT.
Margin of Safety
+30.7%
Fair Value
$47.73
Current Price
$26.38
$21.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Revenue surging 22.2% year-over-year
Earnings expanding 30.2% YoY
Generating 1.5B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 28 in profit
Reasonable price relative to book value
Earnings expanding 35.8% 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
Distress zone — elevated risk
Elevated debt levels
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 : CCL
The strongest argument for CCL centers on P/E Ratio, Return on Equity, Price/Book. PEG of 1.09 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 44.6x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Bear Case : CCL
The primary concerns for CCL are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.
Key Dynamics to Monitor
CAT profiles as a growth stock while CCL is a value play — different risk/reward profiles.
CCL carries more volatility with a beta of 2.33 — 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
CCL scores higher overall (70/100 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 →Carnival Corporation
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Carnival Corporation & plc is a British-American cruise operator, currently the world's largest travel leisure company, with a combined fleet of over 100 vessels across 10 cruise line brands.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?