Caterpillar Inc (CAT)vsCopa Holdings SA (CPA)
CAT
Caterpillar Inc
$904.28
+1.44%
INDUSTRIALS · Cap: $419.05B
CPA
Copa Holdings SA
$133.59
+0.34%
INDUSTRIALS · Cap: $5.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 1776% more annual revenue ($70.75B vs $3.77B). CPA leads profitability with a 18.8% profit margin vs 13.3%. CPA appears more attractively valued with a PEG of 0.95. CPA earns a higher WallStSmart Score of 80/100 (A-).
CAT
Strong Buy67
out of 100
Grade: B-
CPA
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CAT.
Margin of Safety
-6.4%
Fair Value
$141.52
Current Price
$133.59
$7.93 premium
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
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.6%
17.0% revenue growth
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 22.3x book value
Weak financial health signals
Negative free cash flow — burning cash
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 : CPA
The strongest argument for CPA centers on P/E Ratio, Return on Equity, PEG Ratio. Profitability is solid with margins at 18.8% and operating margin at 24.6%. Revenue growth of 17.0% demonstrates continued momentum.
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 : CPA
The primary concerns for CPA are Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
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.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CPA scores higher overall (80/100 vs 67/100), backed by strong 18.8% margins and 17.0% revenue growth. Both earn "Exceptional 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 →Copa Holdings SA
INDUSTRIALS · AIRLINES · USA
Copa Holdings, SA, provides airline passenger and cargo services. The company is headquartered in Panama City, Panama.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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